Customer Success Specialist

A market leader in credit intelligence, Reorg brings together journalists, financial analysts, legal analysts, technologists, and data scientists to collect and synthesize highly complex information into actionable intelligence. Since 2013, tens of thousands of professionals across hedge fund, investment banking, management consulting, and law firm verticals have come to rely on Reorg to make better, faster, and more confident decisions in pace with the fast-moving credit markets. A proud member of the Permira portfolio since 2022, Reorg’s operations continue to grow rapidly across North America, the UK, EMEA, and APAC. For more information, visit: www.reorg.com

Working at Reorg

Consistent with our growth, Reorg hires innovators and trailblazers across the globe to drive our business and our iron-clad corporate culture alike. Our core values – Action Oriented, Customer First Mindset, Effective Team Players, and Driven to Excel – define an organizational ethos that’s as high-performing as it is human. Among other perks, Reorg employees enjoy competitive health benefits, a generous retirement package, generous parental leave, gym subsidies, educational reimbursements for career development, recognition programs, and much more.

The Role

The Customer Success Specialist is responsible for providing top tier service to the Reorg client base to ensure client satisfaction, promote education, and drive adoption. This role provides a great opportunity for anyone with customer support or onboarding experience with the drive to build relationships and break into a customer success role.

Responsibilities

• Become a Reorg expert with a strong understanding of our products, services and the financial restructuring industry/process
• Maintain consistent contact with the Reorg client base to understand their business drivers and goals and ensure they are sticky with the Reorg product suite
• Educate and train users on using the Reorg platform, this could include sharing best practices on how to use their subscription in their day to day workflows, customizing email preferences, and providing updates on new functionalities/databases
• Engage directly with clients on technical requests and identifying common client challenges and suggesting solutions
• Collaborate with various internal teams across sales, editorial, product, and tech to ensure our client’s needs are met
• Work closely with the sales and account management team to support new business and cross sell opportunities, develop account plans, monitor client’s platform usage, and share findings from client interactions, including but not limited to relaying new firm knowledge and potential expansion opportunities to ensure customer growth
• Take on responsibility of ad hoc projects or roles

Requirements

• Bachelor’s degree, preferably in business or related field
• 1-2 years working experience in finance or sales related field
• Strong written and verbal communication skills
• A self starter who is diligent, organized, and detail-oriented
• Experience or interest in a financial profession or subscription-based services a plus

Reorg provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Reorg complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.