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WOWorld Economic Forum Geneva

Partner Success Specialist, Financial Services and Investors(m/w/x)

Genf
Full-timeOn-siteExperienced

Account management for institutional investors and global financial firms within a multi-stakeholder platform. Minimum 3 years of professional experience in client relationship management required. Portfolio prioritization and complex stakeholder engagement focus.

Requirements

  • Bachelor's degree or equivalent
  • 3+ years of professional work experience
  • Track record in account management
  • Ability to prioritise complex portfolios
  • Excellent communication and presentation skills
  • Critical thinking and collaborative teamwork
  • Digital mindset and capabilities
  • Strong research and analytical skills
  • Occasional travel up to 15%

Tasks

  • Build and maintain relationships with Partner representatives
  • Maintain ongoing Partner engagement with the Forum
  • Deliver tailored engagement plans to address Partner priorities
  • Deepen Partner involvement in relevant Forum activities
  • Onboard new Partners into the Forum ecosystem
  • Document Partner information diligently in Salesforce
  • Monitor Partner news and health to flag engagement risks
  • Course-correct engagement activities based on strategic plans
  • Lead Partner preparation for institutional events
  • Manage event invitations, registrations, and participant agendas
  • Coordinate speaking roles and event logistics
  • Identify areas for process optimization and automation
  • Execute engagement plans based on industry trends
  • Manage Partner retention and engagement metrics
  • Ensure Salesforce data is accurate and up to date
  • Foster a 'One-Forum' approach with internal teams
  • Collaborate with product teams and Centers for optimal engagement

Work Experience

3 years

Education

Bachelor's degree

Languages

EnglishBusiness Fluent
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