• Client Success Manager

    # of Openings
    Job Location
    Atlanta, Georgia

    In this role with eVestment you will be responsible for developing existing client relationships to achieve two key business objectives:

    • help our clients realize more value from their eVestment solutions,
    • support eVestment’s growth through client retention and new revenue.


    You will manage a portfolio of client accounts, serving as their primary eVestment point of contact. You will also assess each client’s needs, monitor the health of the business relationship, handle elevated client issues, manage and discover key client relationships, and participate in contract and renewal discussions with a focus on retaining and growing your book of business.



    • Assess client needs and user needs and the gap to get to the client desired outcome.
    • Manage and grow client relationships to ensure client recognizes that they are getting optimal value from eVestment and are aware of all relevant product capabilities and resources available.
    • Coordinate with internal specialists to meet defined client needs and ensure the client makes progress toward their desired outcome.
    • Prioritize portfolio of accounts using available usage metrics, client knowledge, client expressed needs not met and interaction history.
    • Collaborate with Sales partners to determine growth and retention strategies for each account.
    • Negotiate and resolve contract and renewal questions, including price and term negotiations.
    • Document client issues, feedback and stories in Salesforce and communicate them to the product group. Act as your clients’ advocate.
    • Understand our platform capabilities and how your clients use them. Continually further your knowledge through internal product training.



    • Extremely comfortable with client interaction and exhibit strong customer focus with the highest levels of professionalism and emotional intelligence.
    • Superior and highly professional verbal and written skills.
    • Excellent interpersonal and listening skills, with the intellectual curiosity to seek out root causes and the ability to pick-up on cues and “read between the lines” to understand client sentiment, even when it’s not overtly expressed.
    • Adept at conducting needs assessments and discovery.
    • Self-starter mentality with keen analytical and strategic thinking ability.
    • Demonstrated track record growing a book of business and high level of comfort determining account-specific strategies and tactics to drive retention and revenue.
    • Skilled at forging new relationships and building extensive networks inside and among client firms, especially with senior level stakeholders.
    • Ability to coordinate resources internally at eVestment and work cross-functionally to find optimal solutions for clients.
    • Experienced in handling challenging client issues and nuanced price discussions.
    • Knowledge of eVestment’s platform as well as exposure to the institutional asset management industry is a plus.


    It is a key requirement of this role that you have at least 2 years’ account management and/or client success experience in a B2B setting. 


    Why work at eVestment?

    • High growth company with a strong global brand as part of Nasdaq; we have been named to the Inc 5000 list of fastest growing businesses for seven consecutive years.
    • Innovative and award-winning workplace culture and awesome work environment. Our environment is fun, smart, entrepreneurial, and collaborative. We take extraordinarily good care of our employees and work very hard to keep them happy and productive.
    • Professional growth: exceptional opportunities for development with a dedicated training budget and time off for training and certification preparation.
    • We constantly listen to customers and employees to find the best ideas, and we provide the resources necessary to ensure those priorities are implemented quickly.
    • Casual dress, catered weekly lunches, great snacks and beverages, and regular team-building activities.


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