Partner Success Specialist, Financial Services and Investors

Engage with Partners and enhance their experience with tailored plans.

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WEF - World Economic Forum

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Geneva (Switzerland)

Finance & Economy

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Overview

Engage with Partners and enhance their experience with tailored plans.

You have:

Bachelor's degree or equivalent, relevant industry is a plus.
3+ years of professional work experience.
Successful track record in account management and business relationship development.
Demonstrated ability to prioritise in managing complex portfolios.
Excellent communication and presentation skills, with a strong command of English.
Capacity to apply critical thinking, synthesize various viewpoints, consult broadly, work collaboratively in a team.
Digital mindset and capabilities.
Strong research and analytical skills.
Occasional travel up to 15%.

Are you moving soon to Geneva, Switzerland?

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Details

Please Note: This role requires the ability to work on site 3 days per week per company policy.

The duration of this role is 9 months.

The World Economic Forum is an international organization that brings together leaders from business, government, academia, and civil society to discuss and address global challenges to improve the state of the World.

As a membership organization, the Forum, engages businesses in communities and initiatives to address industry, regional and systemic issues.

The Partner Success (account management) team, part of the Global Industries Team, focuses on delivering the outstanding quality of engagement to the 900+ Forum Partners, seamlessly across all industries and geographies.

We are currently searching for an Account Manager (Partner Success Specialist), who will focus on building and reinforcing interactions with Partner representatives from the Financial Services and Investors Industries (Banking and Capital Markets, Private and Institutional Investors, Insurance and Asset Management, and Real Estate).

Responsibilities include:

Responsible for maintaining ongoing Partner engagement with the Forum, through building and maintaining relationships with Partner representatives
Ensure retention by delivering on tailored engagement plans for Partners to address their priorities and deepen their engagement in relevant Forum activities
Onboard new Partners into the Forum ecosystem by building strong working relationships with Partner representatives and by ensuring the appropriate information is diligently documented in Forum systems including Salesforce
Monitor partner news and health to flag potential risks for engagement, help course correct actual engagement in line with engagement plan
Lead Partners’ event preparation for institutional events (including event invitation, registration process, participant agendas, speaking roles and logistics)
Contribute to identifying areas of process optimisation and automation to ensure a flawless Partner engagement experience

To be successful, an Account Manager (Partner Success Specialist) should:
Build relationships with Partner representatives to develop and execute on engagement plans based on their business priorities and relevant trends for their industry sectors
Understand and proactively manage Partner retention and engagement metrics and resulting actions
Ensure Salesforce is used to its full capacity and that Partner information is duly documented, up to date, and available to all
Foster a ‘One-Forum’ approach, with immediate Account Team and internal product teams, Centres, community, and industry teams to help guarantee optimal Partner engagement experience

Preferred Requirements and Experience:

Bachelor's degree or equivalent, relevant industry is a plus
3+ years of professional work experience
Successful track record in account management and business relationship development, including proven ability to engage with multiple functions and business lines within an organization
Demonstrated ability to prioritise in managing complex portfolios
Excellent communication and presentation skills, with a strong command of English
Capacity to apply critical thinking, synthesize various viewpoints, consult broadly, work collaboratively in a team
Digital mindset and capabilities
Strong research and analytical skills
Occasional travel up to 15%

Why work at the Forum:

The Forum believes that progress happens by bringing together people from all walks of life who have the drive and the influence to improve the state of the world by building awareness and cooperation, shaping mindsets and agendas, and driving collective action. Join us and become a driver for positive change!

Apply now

Potential interview questions

Can you describe a time when you successfully managed a difficult client relationship?	This question evaluates your ability to handle challenging interactions positively.	Provide a specific example focusing on your approach and resolution.
How do you prioritize tasks in a complex portfolio of partners?	This assesses your organizational skills in managing multiple priorities.	Pro members can see the explanation.
Give an example of how you have used Salesforce to improve partner engagement.	Pro members can see the explanation.	Pro members can see the explanation.
Explain how critical thinking has helped you in past roles.	Pro members can see the explanation.	Pro members can see the explanation.
Describe a successful event you managed for a client. What made it successful?	Pro members can see the explanation.	Pro members can see the explanation.
How do you ensure effective communication with various stakeholders?	Pro members can see the explanation.	Pro members can see the explanation.
Can you share an experience where you had to adapt quickly to a change in client needs?	Pro members can see the explanation.	Pro members can see the explanation.
What methods do you use to assess partner engagement metrics?	Pro members can see the explanation.	Pro members can see the explanation.