ASO, Preqin Core Client Experience

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 (Analyst / 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 

• 0–3 years of professional experience (Analyst) / 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