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
Holtara is at the forefront of developing successful ESG programs, combining expert advice with our award-winning platform. For over 15 years, we have been empowering investors, managers, and companies to leave a lasting legacy they can be truly proud of. Backed by the global Apex Group, Holtara offers a unique blend of advisory and technology services across the investment lifecycle, aiming to impact businesses today for a sustainable tomorrow.
Key responsibilities:
- 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 a Client Success Manager to lead our clients through our platform and delivery 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 promoted client loyalty.
- As a Client Success Manager, you will have ownership of your portfolio of customers, nurturing customer relations and ensuring that the full potential of our services is being realized among our existing and future customers and partners. Your main goal is to ensure your portfolio of customers hit their goals through our services and are successful. You do this by understanding in-depth the ESG landscape and regulatory obligations, your customers, and our product and applying the sum of this knowledge to drive the highest value for our customers.
- 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 coordinated, efficient, high-quality delivery of ESG services.
- Primary liaison with US clients that are typically high-profile investment managers in private equity and credit.
- The 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 Apex 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 Apex ESG remains efficient and best-in-class.
- Ensure clients have visibility and access to all Apex ESG products, underpinning our end-to-end solution.
Skills Required:
Our ESG team has an inclusive culture, with individuals who care about making a difference for people and planet.
- Over 5 years of experience in a client-facing role within the financial industry, preferably in Customer Success, Account Management, Sales, or Consulting.
- Experience in a client-facing role, preferably with high-profile, international clients.
- Proven experience working with SaaS platforms.
- Experience in working with a CRM tool (Salesforce, Gainsight, etc.) is ideal.
- Strong collaboration and facilitation skills to engage with multiple 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.
- Experience of being part of a team in a positive, inclusive, and efficient manner.
- 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.
- Strong networker, willingness to network at events if required.
- Language skills beyond English would be an advantage but not necessary.
- To enjoy working as a team and to have fun.
