Customer References Management Associate in Bucuresti

As part of the Customer Advocacy team at Finastra, the Customer References Management Associate will be responsible for the management and maintenance of the customer references database for the Open Voice advocacy program. This role, which reports into the Head of Customer Advocacy, is integral to the execution of business development opportunities, and will require daily interaction with, and provision of support to Global sales teams and clients. Growth of the customer references database and ensuring program efficiency will also be a primary focus, increasing the overall number of referenceable accounts and targeting key business solutions.

Key responsibilities:

  • Providing references fulfillment support for sales opportunities in the lines of business pipelines.
  • Recruitment of customer references via outreach support and new customer onboarding calls, sourced from nominations provided by the Sales teams and targeted client lists.
  • Ongoing reference database management, updating and maintaining client records ensuring accuracy and quality of references data.
  • Conducts calls to monitor account relationships and status of client references within the Open Voice program.
  • Pause account management, undertaking account health checks to determine the referenceability of existing advocate accounts.
  • Supports updating the validity of case studies collateral, by status and dates.
  • Managing rewards assignment and points redemption for the Open Voice program.
  • Assist with the compilation of referenceable accounts data, for the development of business reports to assess account behavior, trends, and insights.
  • Required skills and experience:

  • 2-3 years work experience, preferably B2B Marketing Database Management. Knowledge of the software and/or financial services industry would be an asset. 
  • Bachelor’s Degree or equivalent in Marketing, Business, or related fields.
  • Fluent in English and excellent verbal and written communication skills are essential, with good interpersonal relationship building abilities.
  • Strong organizational skills and attention to detail; and ability to manage multiple priorities in a dynamic environment in an accurate and timely manner.
  • Ability to work independently, or collaboratively with cross functional teams if required.
  • Proficient in, or knowledge of customer reference database management tools, marketing automation platforms and CRM systems (such as ReferenceEdge, Salesforce and/or Marketo) would be an asset.
  • Contact

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