As an Account Management Associate, you’ll help your book of clients to access the full suite of research solutions Third Bridge offers. You will proactively contact investment professionals and/or consultants within our client base on a day-to-day basis, building rapport and credibility to drive end-users towards our services.
With training and support from your close-knit team, you’ll gain a deep understanding of our products, our clients’ preferences and needs, and ensure they can access the most relevant investment research when they need it most. With a ‘helping not selling’ approach, you’ll drive account growth by identifying relevant content or connecting them to industry experts to optimise their usage and increase our mindshare.
You’ll keep our systems up to date with client user preferences and other pertinent account data to help you and the wider team deliver a tailored content delivery service.
In this role, you will:
Support Account Managers on renewals and cross-sell opportunities by working closely with them to execute on territory and account plans to achieve strategic goals.
Identify and engage inactive or potentially new users across priority accounts and to increase utilisation of Third Bridge offerings
Maintain constant dialogue with clients to understand their research processes and gather feedback on Third Bridge’s services
Support clients by offering training and demo sessions on how to use Third Bridge’s services.
Maintain and update team structures, client user preferences, client investment coverage sectors and geographies, and pertinent account and contact data in our systems, ensuring tailored content and service delivery to exceed client expectations
Collaborate with internal stakeholders - legal, marketing, research, sales and product teams, to ensure client requests are executed quickly and effectively
Address and/or triage inbound client questions and requests; assess solutions and next steps alongside the Account Manager and execute the agreed approach
