Account Manager Specialist, Financial Services

Please Note: This role requires the ability to work on site 3 days per week per company policy.

This temporary position is a duration of 6 months.

The World Economic Forum is an international organization that brings together leaders from business, government, academia, and civil society to discuss and address global challenges to improve the state of the World.

As a membership organization, the Forum, engages businesses in projects and initiatives – online and offline – to address industry, regional and systemic issues.

The Partner Services (account management) team, part of the Business Strategy and Services team, focuses on delivering the outstanding quality of engagement to the 800+ Forum Partners , seamlessly across all industries and geographies and in close collaboration with the Global Industries and Regional Business teams.

We are currently searching for a Partner Services (account management) Specialist, who will focus on building and reinforcing interactions with Forum Partner companies within Financial Services and Investors Industries (Banking and Capital Markets, Private and Institutional Investors, Insurance and Asset Management, and Real Estate).

Responsibilities include:

• Act as key point of contact on business engagement experience for internal and external stakeholders
• Onboard new Partners into the Forum ecosystem by building strong working relationships with Partner Representatives and by ensuring the appropriate information is diligently documented in Forum systems including Salesforce
• Deliver Partner engagement strategy: monitor partner news and health to flag potential risks for engagement, course correct actual engagement in line with engagement plan 
• Lead Partners’ event preparation for institutional events (including event invitation, registration process, participant agendas, speaking roles and logistics)    
• Manage contracts and invoicing, and follow up on unpaid invoices when required
• Contribute to identifying areas of process optimisation and automation to ensure a flawless Partner engagement experience
• Leverage digital tools and platforms to improve internal and external communications in a streamlined and consistent way across teams, and identify and implement solutions to improve the operational efficiency of the team
• Ensure smooth offboarding of Partners, when required

 To be successful, a Partner Services Specialist should:

• Understand and proactively manage Partner retention and engagement metrics
• Ensure Salesforce is used to its full capacity and that Partner information is duly documented and available to all
• Thrive from providing the highest quality of service and engagement to Partners
• Foster a ‘One-Forum’ approach, with immediate Account Team and internal product teams, centers, regional business and industry teams to Partners to guarantee optimal Partner engagement experience

Preferred Requirements and Experience:

• Bachelor's degree or equivalent
• 3+  years of professional work experience
• Successful track record in account management and/or business relationship development, including proven ability to engage with Partner Representatives
• Demonstrated ability to prioritise in managing complex portfolios
• Excellent communication skills and command of English
• Capacity to apply critical thinking, synthesize various viewpoints, consult broadly, work collaboratively in a team
• Digital mindset and capabilities

Why work at the Forum:

The Forum believes that progress happens by bringing together people from all walks of life who have the drive and the influence to improve the state of the world by building awareness and cooperation, shaping mindsets and agendas, and driving collective action. Join us and become a driver for positive change!