Full-Time

Client Success Associate

CFO Insights

CFO Insights

1-10 employees

No salary listed

London, UK

In Person

Category
Operations & Logistics (1)
Required Skills
Word/Pages/Docs
Requirements
  • Have acquired a bachelor’s or master’s degree with outstanding results
  • Have a UK work permit
  • Proficiency in CRM software and Google Docs Editors suite
  • 3+ years of experience in client management, account management, or customer success roles
  • Take ownership of everything you do, be proactive and follow through on commitments
Responsibilities
  • Collaborate with internal teams, including sales, marketing, and operations, to coordinate resources and deliver exceptional service to clients
  • Aligning on Sponsors expectations - pre & post sale, ensuring the sales process is deliverable
  • Serve as a primary point of contact for clients, once they have signed the contract, from the initial planning stages through the delivery of the events
  • Maintain accurate records of client interactions, contracts, and agreements using our CRM
  • Providing daily support to sponsors to facilitate their registration through our internal management systems
  • Building an internal knowledge base and helping with the onboarding of new clients
  • Collect feedback from clients post-event to evaluate satisfaction levels and identify areas for improvement

Company Size

1-10

Company Stage

N/A

Total Funding

N/A

Headquarters

Copenhagen, Denmark

Founded

2017

Simplify Jobs

Simplify's Take

What believers are saying

  • EIC partnership grants direct access to Europe's promising deep tech ventures.
  • Expertise in AI, Cleantech, Defense attracts venture and government funding.
  • Cloud CFO-as-a-service meets accelerating demand for flexible financial expertise.

What critics are saying

  • InsightsCFO.com steals 70% fractional clients with scalable low-cost services.
  • cfoinsights.org branding confuses Nordic leaders diverting to 900+ events.
  • CFO Insight LLC undercuts mid-market prices causing client defections.

What makes CFO Insights unique

  • CFO Insights is Bulgaria's first cloud-based CFO-as-a-service provider.
  • Selected EIC partner featured in EIC Service Catalogue for deep tech startups.
  • Proprietary platform delivers custom financial analytics dashboards anytime.

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Benefits

Unlimited Paid Time Off

Flexible Work Hours

Remote Work Options

Conference Attendance Budget

Professional Development Budget

Wellness Program

Mental Health Support

Stock Options

Company Equity

Family Planning Benefits

Fertility Treatment Support

Hybrid Work Options

Phone/Internet Stipend

Home Office Stipend