Client Services Manager

Job title: Client Services Manager – Pension Bridge Sponsorship

Job Type: Permanent

Hours: Full Time (covering US hours 3 days a week)

Location: London

With Intelligence is a leading provider of business intelligence, data, insights and events on the global asset management industry. We provide high-value, specialist business information and events to niche target audiences in the alternative and traditional fund management industries and employ over 400 staff globally with our head office based in London.

The Role:

The Client Services Manager plays a key role in the successful management of delegate and sponsor relationships within our events business, primarily across the Pension Bridge and Women’s Summits portfolios.

Our goal is to create a best-in-class client services experience to exceed the expectations of our event clients. This will require the ability to build strong relationships with both clients and colleagues. This person must demonstrate exceptional customer service, with a continual focus on meeting and exceeding the expectations of our clients.

Responsibilities :

Develop a deep understanding of our event clients’ organizational structure and business needs

Build long-term relationships by acting as the go-to person for our clients contacts; ensure client objectives are met through continual follow-up and thoughtful and efficient responses to their inquiries

Work to consistently ensure our clients’ satisfaction and identify opportunities to streamline and improve their interactions with us

Work with Sales Directors to support their sales process, including keeping information in Salesforce up to date

Support Sales Directors to ensure successful transition of the client relationship post-sale; may include executing contracts, invoices and collection of materials

Carefully track all event sponsors and status and ensure that the information is captured in the relevant databases

Track client deliverables (e.g., logos, descriptions etc.) to ensure accurate and up-to-date information by stated deadlines; provide this information to internal teams as needed

Proactively provide clients with desired information, such as attendee lists, hotel information, etc.

Manage, execute and track attendee changes for both ticket holders and sponsors as it relates to all aspects of their contract and agreement

Work closely with Operations team to ensure fulfilment of all sponsorship branding requirements covering all sponsorship packages

Have oversight of all rooming requirements for sponsor attendees.

Serve as the onsite point of contact for sponsors at events: assist with set up of exhibit tables and signage.

Manage shipments to events: create shipping directions for sponsors and partners, manage tracking sheet of expected deliveries, sort boxes onsite and work with venue staff to distribute accordingly.

Work with Sales Directors to explore opportunities for ‘added client value’ to increase ROI for sponsors

Monitor the key performance indicators that influence a positive sponsor experience

Review processes, streamlining where possible to ensure efficiency and standardisation of work practices

Provide guidance and support to Client Services Specialist and deputise for Head of Client Services when required

Requirements

• 1-2 years’ experience in a client services or in a customer facing role
• Events experience preferred
• Excellent verbal and written communication skills
• Strong attention to detail and organisation skills
• Proven ability to multi-task and manage multiple priorities
• Passion for providing excellent customer service and exceeding client expectations
• Ability to build trust with internal and external stakeholders
• Positive, can-do attitude
• Process-oriented mindset
• Travel required to onsite events
• Experience with Microsoft Word, Excel & Outlook required
• Experience with SalesForce, Pardot, Bizzabo, Monday.com, Swapcard preferred
• Able to work EST working hours when required

Benefits

• 24 days annual leave rising to 29 days

• Enhanced parental leave
• Medicash (Health Cash Plans)
• Wellness Days
• Flexible Fridays (Opportunity to finish early)
• Birthday day off
• Employee assistance programme
• Travel loan scheme
• Charity days
• Breakfast provided
• Social events throughout the year
• Hybrid Working

Our Company:

With Intelligence is based at One London Wall, London EC2Y 5EA. We offer amazing benefits, free breakfast daily and drinks provided all day, every day. We actively encourage social networks that oversee activities from sports, book reading to rock climbing, that you are free to join.

As part of our company, you will enjoy the benefits of an open plan office and working with a social and energetic team. With Intelligence provides exclusive editorial, research, data and events for senior executives within the asset management industry. These include hedge funds, private credit, private equity, real estate and traditional asset management, and our editorial brands are seen as market leaders in providing asset manager sales and IR execs with the actionable information they require to help them raise and retain assets. To maintain and grow our position in the market we need to continue to hire highly motivated, thoughtful and to ensure our subscribers are getting the exclusive intelligence they need first, and most comprehensively, through our range of services. If you are interested so far in what you have read, please apply, we look forward to hearing from you.

We are an Equal Opportunity Employer. Our policy is not to discriminate against any applicant or employee based on actual or perceived race, age, sex or gender (including pregnancy), marital status, national origin, ancestry, citizenship status, mental or physical disability, religion, creed, colour, sexual orientation, gender identity or expression (including transgender status), veteran status, genetic information, or any other characteristic protected by applicable law.