Customer Success Executive (Economy and Finance) at Indepth Research Services (IRES)

The Customer Success Executive will be responsible for driving sales and sector development initiatives across various touchpoints. The objective is to promote our training and professional services, enhance client relationships, and achieve revenue targets. 

Key responsibilities: 

Sales and Business Development: 

• Identify and pursue new sales opportunities within the Economy and Finance sectors.
• Build and sustain a robust sales pipeline.
• Surpass sales targets using strategies specifically designed for the Economy and Finance sectors.

 Client Relationship Management: 

• Act as the main point of contact for clients.
• Foster positive relationships with existing and potential clients.
• Address client inquiries and provide information promptly. rephrase to change words slightly

Customer Success: 

• Facilitate the smooth onboarding of new clients.
• Actively engage with clients and oversee their satisfaction.

Sales Presentations and Proposals: 

• Deliver compelling sales presentations and develop detailed proposals.

Market Research and Analysis:

• Conduct market research within the Economy and Finance sectors.
• Analyze customer feedback and market insights to adapt strategies.

Qualifications and Experience:

• Bachelor's degree in Business Administration, Finance, Economics, or a related field.
• Proven experience in sales and customer success within the Banking, Finance, Insurance, and Sacco sectors, preferably in corporate training or consultancy services. 
• In-depth understanding of BFSI training programs, regulatory requirements, and industry dynamics. 
• Results-oriented with a demonstrated track record of meeting and exceeding sales targets in the BFSI domain. 
• Excellent communication, negotiation, and interpersonal skills. 
• Ability to work independently and collaboratively in a fast-paced, dynamic environment. 
• Proficiency in using CRM software, Microsoft Office Suite, and other business development tools. 
• Minimum of 2 to 3 years of relevant experience, preferably in a corporate training organization serving the BFSI sector. 
• Advanced skills in MS Office, PowerPoint, and Excel. 
• High-level understanding of computer technology. 
• Proven track record of successfully meeting sales quota preferably over the phone • Analytical mind and great business sense 
• Outstanding negotiation skills with the ability to resolve issues and address complaints.