This is a remoteposition.
EngagementManager
Location : Candidate be located in the US ORGermany
FullyRemote
CEPRES is the leading and fastest growing digital platform for privatecapital markets the fastest growing institutional asset class ofsovereign wealth funds insurers pensions endowments and more.
Thisglobal institutional client base benefits from our unique andawardwinning investment data & solutions connecting 1000sof market professionals via the CEPRES secure investment datanetwork.
CEPRES is headquartered in Munich with offices in New York Denver andLondon. Our team is incredibly diverse and entrepreneurial withover 20 nationalities.
We value smart and innovative people whowork effectively in a team environment and think strategicallywhilst solving daytodaychallenges.
With major expansion toour client base and use cases we are seeking an Engagement Managerto support our clients in the successful deployment of oursolution.
Therole
We are seeking adynamic and proactive Engagement Manager to join our team. Thiscrucial role is essential in ensuring that our clients derivemaximum value from CEPRES solutions and services throughout theirentire journey.
As an Engagement Manager you will act as theprimary advocate and account manager for our clients after theonboarding process is completed taking over from the implementationconsultants.
You will be responsible for managing the customerrelationship and ensuring the successful execution of the contractlifecycle.
KeyResponsibilities :
PostOnboardingClient Engagement : Take over client relationships afterthe onboarding process is completed by implementation consultants.
From this point you will be accountable for ensuring clientscontinue to derive maximum value from CEPRES solutions and servicesguiding them as they integrate the software into their dailyoperations.
AccountManagement : Serve as the primary point of contact forclients managing all aspects of the customer relationship andcontract lifecycle.
This includes monitoring overall clientsatisfaction handling renewals and ensuring adherence to ServiceLevel Agreements (SLAs) and contractualobligations.
Maximize ClientValue : Deliver a comprehensive range of services designedto help clients fully leverage the potential of CEPRES.
Thisincludes providing ongoing education resources and recommendationsto help clients achieve their strategic goals and maximize theirinvestment.
Proactive ClientGuidance : Actively monitor client usage and engagementwith CEPRES identifying areas where they could derive more value.
Provide guidance best practices and recommendations to optimizetheir use of the platform ensuring they achieve their desiredoutcomes.
You will anticipate potential challenges and proactivelyaddress them to maintain a positive clientexperience.
Tailored ClientSupport : Offer personalized assistance that aligns witheach client s specific needs workflows and objectives.
While youwill be responsible for understanding client requirements andproviding strategic guidance you will also coordinate with theconsultancy team or other relevant internal teams to executespecific activities such as indepth training complex support tasksor specialized implementations.
This ensures that clients haveaccess to the right expertise and resources at the right timeempowering them to succeedpostonboarding.
CustomizedStrategy Development : Work closely with clients todevelop and implement strategies that enhance their use of CEPRES.
By understanding their business goals and challenges you willdesign tailored plans to optimize their experience and drivelongterm success.
OverallCustomer Progress & SLA Alignment : Monitor andmanage overall customer progress and usage of CEPRES ensuringalignment with agreedupon SLAs and contractual agreements.
You willtrack client performance against these benchmarks and takecorrective actions when necessary to ensure compliance andsatisfaction.
Deep ClientUnderstanding : Maintain an indepth understanding ofclient workflows goals challenges and industry trends. Regularlyengage with clients to stay informed about their evolving needs andensure that our services remain relevant andvaluable. IdentifyGrowth
Opportunities : Identify opportunities for clients to benefit from additionalservices features or products that can enhance their overallexperience with CEPRES.
Ensure alignment with internal stakeholdersincluding implementation consultants and product teams to introducethese opportunities at the right time based on a thoroughunderstanding of the client s needs andgoals.
Collaboration withInternal Teams : Maintain close cooperation with variousinternal teams including Sales Product and Support to ensureoverall client satisfaction and strong relationships.
As theEngagement Manager you will focus on understanding and monitoringclient needs while collaborating with other teams to addresscommercial technical and strategic aspects of the clientrelationship.
TrustedAdvisor : Build and nurture longterm relationships withclients by positioning yourself as a reliable and knowledgeablepartner.
Provide expert advice share industry insights and helpclients navigate complex challenges aiming to become their gotoadvisor. DriveSuccess
Metrics : Focus on key performance indicators (KPIs) such as customersatisfaction retention rates revenue growth and SLA compliance.
Youwill be responsible for tracking these metrics identifying areasfor improvement and implementing strategies to drive success.
Yourefforts will directly impact the company s overall growth andclient retention.
Requirements
Qualifications :
- Must have a Minimum of 5 years ofEngagement Management experience
- Must have 23 years of experience leading a teamof 23 people
- Must have experience with Private Equity(Investment banking side) not real estate sideexperience
- Proven track record in clientfacing rolesideally within the financial services or softwareindustries.
- Experience in customerfacing activities andaccount management is essential.
- Industry Knowledge : Strongunderstanding of investment processes and private markets is highlydesirable.
- Exceptional communication interpersonal andrelationshipbuilding abilities.
- Ability to understand complex client needs anddevelop tailored impactfulsolutions.
- Aproactive attitude with a strong focus on delivering exceptionalclient service and value.
- Thrive in a fastpaced dynamic environment withthe ability to manage multiple prioritieseffectively.
- Technical Proficiency : Proficiency in CRM software and Microsoft OfficeSuite.
This role is ideal for someone who ispassionate about client success eager to build longtermrelationships and driven to make a significant impact on both theclient s and company s success starting from a strong foundationlaid during the onboardingprocess.
Benefits
What weoffer :
Career growth opportunities and promotions in Private Equity one of themost demanded and attractive finance industries today 360 feedback mentoring from an international team of passionate expertsbeing part of a strong and unique growth story exciting andchallenging role in a dynamic and international team &environment.
Culture driven by our Leadership Principles : entrepreneurial resultdrivenencouraging ownership and enabling each other to succeedtransparency about company goals.
Caring for ouremployees : individualized trainings for your professional andpersonal development language courses contribution to health planaccess to our private gym membership.
We are all dedicated tocreating a positive impact on ourlives!
Compensation of attractive salary visa sponsorship company and team eventsunique and modern centrally located office great ITequipment.
Qualifications : Must have a Minimum of 5 years of EngagementManagement experience Must have 2-3 years of experience leading ateam of 2-3 people Must have experience with Private Equity(Investment banking side), not real estate side experience Proventrack record in client-facing roles, ideally within the financialservices or software industries.
Experience in customer-facingactivities and account management is essential. Industry Knowledge : Strong understanding of investment processes and private markets ishighly desirable.
Exceptional communication, interpersonal, andrelationship-building abilities. Ability to understand complexclient needs and develop tailored, impactful solutions.
A proactiveattitude with a strong focus on delivering exceptional clientservice and value. Thrive in a fast-paced, dynamic environment withthe ability to manage multiple priorities effectively.
TechnicalProficiency : Proficiency in CRM software and Microsoft OfficeSuite. This role is ideal for someone who is passionate aboutclient success, eager to build long-term relationships, and drivento make a significant impact on both the client s and company ssuccess, starting from a strong foundation laid during theonboarding process.