Associate, Preqin Core Client Engagement

The Digital Client Experience team is expanding in Belgrade to serve Preqin Core clients globally. We manage and grow a high-volume portfolio of smaller-ACV clients at scale - a segment that represents a significant share of Preqin's client base and is critical to revenue, retention, and Preqin's broader market presence. This is a team with strong visibility and backing from Preqin leadership, combining commercial ownership, client management, and process innovation.

• Own client relationships from day one- you'll manage a real book of accounts across a high-volume client segment, help clients get more value from Preqin, lead renewal conversations, and directly impact revenue and retention

• Build broad business acumen fast - working cross-functionally with Research, Billing, Operations, and Sales, with hands-on exposure to Salesforce and pipeline management

• Help shape how we work- the operating model is still evolving and much of what we do today is highly manual, creating real space to drive process improvement, automation, and smarter ways of working

• Grow with the team- as we scale and mature the model, team members will have the opportunity to take on more responsibility and help influence what this function becomes

• Make a visible impact- client outcomes, retention, and growth are tangible and measurable, giving you a strong story to tell

Job description

Preqin Core Client Engagement (Associate)

Role Overview

• The Preqin Core Client Engagement team manages a high-volume portfolio of lower-ACV clients, driving client satisfaction, retention, and growth at scale. The role sits at the intersection of commercial execution and client management, ensuring clients derive maximum value from Preqin solutions.

• This position plays a critical role in the end-to-end client lifecycle, with a strong focus on renewals, engagement, and expansion, while contributing to the evolution of scalable, technology-enabled client operations.

Key Responsibilities

• Manage a high-volume portfolio of Core clients (up to $25–50K ACV across a large book of accounts), prioritizing activity based on renewal timelines, engagement, and revenue impact

• Own and execute renewal outcomes across the portfolio, including pricing discussions within established commercial guidelines, contract coordination, and execution

• Drive three core outcomes: client satisfaction, revenue retention (churn prevention), and account growth

• Act as the primary point of contact for clients, building relationships with day-to-day users and procurement contacts

• Drive product adoption and engagement by understanding client use cases and proactively identifying opportunities to increase usage and value

• Identify cross-sell and upsell opportunities and partner with senior team members or Business Development to progress them

• Maintain accurate pipeline and client data in Salesforce, ensuring forecast visibility and strong operational discipline

• Partner cross-functionally with Sales, Product, Data, Contracting, Billing, and Client Experience to deliver seamless client outcomes

• Support onboarding, offboarding, and broader client lifecycle processes in line with internal standards

• Escalate complex or high-risk situations to senior team members as appropriate

Operational Excellence & Process Improvement

• Contribute to improving and scaling client engagement processes, leveraging automation and AI-driven solutions to increase efficiency and client coverage

• Identify opportunities to streamline workflows and enhance the client lifecycle through digitization and tool adoption

• Provide structured feedback to Product and other internal stakeholders based on client trends and operational insights

• Support initiatives related to segmentation, prioritization, and account coverage

• Contribute to the development of scalable tools, processes, and frameworks that enable efficient portfolio management

Required Skills & Profile

• 2–5 years (Associate), ideally in client-facing, commercial, or operations roles

• Strong client-facing and commercial mindset

• Ability to manage multiple priorities across a high-volume portfolio

• Excellent communication skills (written and verbal), with a professional and client-focused approach

• High attention to detail, particularly in contracts, pricing, and data management

• Analytical mindset with the ability to identify growth opportunities

• Comfortable working cross-functionally in a fast-paced global environment

Nice to Have

• Experience with SaaS, data products, or financial services

• Familiarity with Salesforce or similar CRM tools

• Interest in process improvement, automation, and AI-driven workflows