
Posted 19 months ago
Client Success Manager at Private Equity Insights
AI Summary
A Client Success Manager owns client relationships from contract signing through event delivery, coordinating with sales and operations, maintaining CRM records, supporting registrations, and collecting post-event feedback.
About this role
About us
Private Equity Insights is the world's leading Private Equity community. We connect and develop more than 240,000 investment professionals across the world, through our platforms, which include conferences, webinars, magazines and news reports.
Private Equity Insights is part of United Media (https://www.united-media.com/) which focuses on building large scale industry media and conferences products in sectors such as insurance, HR, private equity, retail, etc. As of today, we have organically launched 8 media companies and acquired one.
What we offer you
As our Client Success, you get the unique opportunity to take ownership of our success. To ensure a never-ending growth curve, we provide you with:
- The opportunity of having a real impact - You’ll be getting operational experience in a start-up where both your work and the results are highly tangible and matter to the business.
- Unlimited growth potential in our company - we strongly believe in and have a track record of promoting internally.
- Travel opportunity: You will be joining our conferences overseas.
- Invaluable transferable skills - boost your interpersonal, organisation and project management skills through experience
- Attractive compensation package.
- Gain a lot of new relationships with global industry leaders while growing your personal brand.
Responsibilities:
- Collaborate with internal teams, including sales, marketing, and operations, to coordinate resources and deliver exceptional service to clients.
- Aligning on Sponsors expectations - pre & post sale, ensuring the sales process is deliverable.
- Serve as a primary point of contact for clients, once they have signed the contract, from the initial planning stages through the delivery of the events.
- Maintain accurate records of client interactions, contracts, and agreements using our CRM.
- Providing daily support to sponsors to facilitate their registration through our internal management systems.
- Building an internal knowledge base and helping with the onboarding of new clients.
- Collect feedback from clients post-event to evaluate satisfaction levels and identify areas for improvement.
What we expect from you
we are looking for candidates who:
- Take ownership of everything you do, be proactive and follow through on commitments.
- Are well-organised, and detail-focused and display the ability to structure and prioritise their work.
- Have acquired a bachelor’s or master’s degree with outstanding results
- Have a UK work permit
- Fast learning and competent with new systems
- Proficiency in CRM software and Google Docs Editors suite.
- 3+ years of experience in client management, account management, or customer success roles.
Skills
Explore related jobs
More jobs at Private Equity Insights
Finance Industry Event VolunteerMunich, Germany
Sponsorship Sales Manager at Private Equity InsightsLondon, United Kingdom
Sponsorship Account Manager at Private Equity InsightsLondon, United Kingdom
Global Partnerships Manager at Private Equity InsightsLondon, United Kingdom
Global Account Manager at Private Equity InsightsLondon, United Kingdom
Business Development Manager at Private Equity InsightsLondon, United Kingdom
Similar Client Management Platforms jobs
- Client Success Manager Lead – BizApps Managed Services (Microsoft Dynamics 365 BC/F&O/CE, NetSuite, Power Platform)BDO Canada LLP · Montreal - 1000 Rue De La Gauchetière Ouest
Associate Director, Private WealthEquiom Group · Singapore, SG
Coach / Personal TrainerPrairie Health & Wellness · Wichita, Kansas
Jobs in London
- HUrban Outfitters Merchandising Admin Assistant (12 Month FTC) - Future OpportunitiesHomeoffice Eu Urbn · London, United Kingdom
- PHygienist Laurel Dental CarePepperpointe · London, KY
- OPrincipal| Leadership Advisory | LondonOdgersberndtson · London, United Kingdom
- OPrincipal| Leadership Advisory | LondonOdgersinterim · London, United Kingdom
- MAssociate, Commercial Real Estate Debt (London)Marathonfund · London, United Kingdom
- MVice President, Commercial Real Estate Debt (London)Marathonfund · London, United Kingdom
Browse these categories
Market data for this role
All reports →- SeriesRole reportsOne role family at a time: how many openings, what changed this week, who is hiring, what it pays.
- SeriesSalary reportsWhat employers publish in job postings, by level and workplace. Not self-reported pay.
- Market overviewState of tech hiring, September 2026: up 4.8%Tech hiring rose 4.8% month over month in September 2026, with 411,122 new listings. Customer support and account executive roles led the growth.