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Partner Success Specialist, Financial Services and Investors(m/w/x)
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
- English – Business Fluent
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Partner Success Specialist, Financial Services and Investors(m/w/x)
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
- English – Business Fluent
About the Company
World Economic Forum Geneva
Industry
FinancialServices
Description
The company is committed to improving the state of the world through public-private cooperation and engagement with leaders across sectors.
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