Partner Success Specialist, Financial Services and Investors
Manage Partner relationships and ensure engagement with the Forum.
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Overview
Manage Partner relationships and ensure engagement with the Forum.
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%
Please Note: This role requires the ability to work on site 3 days per week per company policy.
The annual salary range for this role is $90,000-105,000 in New York.
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!
Potential interview questions
| Describe a time you successfully managed a complex portfolio of accounts with diverse needs. | This question evaluates your ability to handle multiple accounts effectively. | Discuss specific strategies and actions you took to prioritize and manage those accounts. |
| How do you approach building long-term relationships with partners? | The interviewer wants to understand your relationship management philosophy. | Pro members can see the explanation. |
| Can you give an example of how you used Salesforce to manage client information? | Pro members can see the explanation. | Pro members can see the explanation. |
| How do you ensure that your team and stakeholders are aligned on a partner engagement strategy? | Pro members can see the explanation. | Pro members can see the explanation. |
| What steps do you take to prepare partners for major events? | Pro members can see the explanation. | Pro members can see the explanation. |
| How do you identify risks in partner engagement, and what actions do you take? | Pro members can see the explanation. | Pro members can see the explanation. |
| What techniques do you use to keep partners engaged and interested in your initiatives? | Pro members can see the explanation. | Pro members can see the explanation. |
| What challenges have you faced in account management, and how did you overcome them? | Pro members can see the explanation. | Pro members can see the explanation. |
Added 5 months ago
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Updated 5 months ago
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Source:
weforum.org
