The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

ESG Associate Client Success Manager

Description

Are you an exceptional individual who wants to use your career to change the world? Have you been waiting for the opportunity to work for a purpose-driven tech business with the backing of a successful corporate company?

This is an excellent opportunity for a highly motivated professional to join our global ESG Team. We are now looking for an Associate Client Success Manager to manage our clients using our platform and deliver an exceptional customer experience. The ideal candidate will have previous experience in a client facing role in a SaaS B2B company and be able to demonstrate how they have maintained client loyalty.

As an Associate Client Success Manager, you will have ownership of your portfolio of clients, nurturing client relations and ensuring that the full potential of our services is being realized among our existing and future clients and partners. Your main goal is to ensure your portfolio of clients hit their goals through our services and are successful. You do this by understanding in-depth the ESG landscape and regulatory obligations, how this impacts your clients, and where Holtara can help to drive the highest value from our services.

The end goal is to become their trusted advisor. As much as you are driven by results, you also have a keen sense of delivering an amazing customer experience. Are you someone who wants to join a dynamic team that is gearing up for rapid growth? Read on!

Job specification

• Motivated, organized individual for a fast-growing global client success function, responsible for oversight of coordinated, efficient, high-quality delivery of ESG services.
• Primary liaison with UK clients that are typically high-profile investment managers in private equity and credit.
• The Associate CSM will lead on all engagement, communication and coordination with these clients and their portfolio companies post on-boarding to drive meaningful, measurable ESG improvements.
• Maintain ongoing contact with clients and portfolio companies for upsell opportunities and encourage cross and upsell of our ESG products with Holtara clients.
• Ensure all aspects of client engagement and delivery are coordinated, aligned and efficient.
• Ensure a consistently high quality of report delivery, both in content and timing, reflective of the client needs, ESG priorities and high impact potential.
• Proactively identify aspects of the delivery process and products themselves that can be improved to ensure that Holtara remains efficient and best-in-class.
• Ensure clients have visibility and access to all Holtara products, underpinning our end-to-end solution.

Skills Required:

• Over 1-2 years of experience in a client-facing role within the financial industry, preferably in Client Success, Account Management, Sales, or Consulting.
• Experience in a client-facing role, preferably with high-profile, international clients.
• Proven experience working with SaaS platforms.
• Strong collaboration skills to engage with multiple internal teams to achieve client goals.
• Ability to communicate and influence with excellent interpersonal skills, video conference manner, and a high level of written and presentation skills.
• Experience delivering multi-faceted projects that include client meetings, team coordination, and report writing.
• Proactive, ambitious, and open-minded, with an ability to problem-solve.
• Knowledge of the market, technology, and/or operations within the ESG and/or financial industry preferably.
• Highly organized, strong processes, with exceptional attention to detail.
• Interest or curiosity about technology and data.
• Ability to work hard and work smart, to be resilient, time-efficient, and comfortable with change.
• ESG and Sustainability background is desired but not a must.
• Interest in sustainability and technology required.
• Strong networker, willingness to network at events if required.
• Language skills beyond English would be an advantage but not necessary.
• To enjoy working in a positive and inclusive team and to have fun.

Our ESG team has an inclusive culture, with individuals who care about making a difference for people and planet.

We pride ourselves in our commitment to fostering a connected and inclusive culture. All our opportunities at Apex have five (5) days in office requirement

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct souring model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.