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Client Success Manager

$60k - $72k

Institutional Shareholder Services Inc.

Client Success Manager – Rockville, Maryland Let’s be #BrilliantTogether. ISSSTOXX is looking for a Client Success Manager to join its Rockville, Maryland team. In this role, you will cultivate strong, long‑term relationships with some of the world’s most sophisticated institutional investors. By developing a deep understanding of ISSSTOXX’s governance offerings and your clients’ business objectives, you will deliver meaningful insights, drive engagement, and enable clients to fully leverage our proxy voting and governance solutions. Responsibilities Act as a trusted advisor for clients and advocate within ISSSTOXX Serve as domain expert on ISSSTOXX’s suite of proxy and corporate governance solutions Partner with ISSSTOXX team members to drive operational excellence for new and existing clients Own and manage the client inquiry and issue resolution process, utilizing Salesforce.com and other internal tools Assess client reporting needs and coordinate report delivery Achieve target renewal rate through outstanding client service Conduct regular calls with clients (health checks, training, relationship planning and review) Identify accounts at risk and create plans to ensure revenue and client retention Assist with annual due diligence process for clients Maintain active interest in industry trends and developments, including new ISSSTOXX products and services, and proactively communicate key developments to clients Identify and communicate upsell opportunities to the sales team to assist in closing new deals Provide subject‑matter expertise in pre‑sales, upsell and onboarding activities Perform testing of new product features Act as the “quarterback” between the client and internal ISSSTOXX teams for key client initiatives Other special projects and initiatives for the business, as needed and assigned Qualifications Bachelor’s degree required 3–5+ years of experience in an account‑management or client‑service position (ideally in the financial or corporate governance industries) Strong interest in finance, with understanding of financial markets and market players Proactive, innovative, motivated, client‑oriented and commercially aware with strong attention to detail Excellent multitasking and prioritization skills; ability to manage multiple tasks and projects simultaneously Excellent verbal and written communication skills Proficiency in the Microsoft Office suite Team player with ability to manage expectations of a diverse client base Absolute personal and business integrity Base Salary & Benefits Base pay range: $60,000 – $72,000 per year (depending on skills, experience, and education). The role is bonus or incentive eligible. Medical, dental, and vision coverage 401(k) with company match up to 9%, including a Safe Harbor contribution Flexible Spending Account (FSA) and commuter benefit programs Generous paid time off Volunteer day Paid parental leave Hybrid working options Equal Employment Opportunity Statement Institutional Shareholder Services Inc. (ISS) is an equal employment opportunity employer and does not discriminate against any employee or applicant because of race, color, ethnicity, creed, religion, sex, age, height, weight, citizenship status, national origin, social origin, sexual orientation, gender identity or gender expression, pregnancy status, marital status, familial status, mental or physical disability, veteran status, military service or status, genetic information, or any other characteristic protected by law. All activities are administered on a non‑discriminatory basis in compliance with applicable federal, state, and local laws. #J-18808-Ljbffr Institutional Shareholder Services Inc.

Vacancy posted 4 days ago
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