ASO, Preqin Core Client Experience

About this role

The Digital Client Experience team is expanding in Belgrade to serve Preqin Core clients globally. We manage and grow a high-volume portfolio of smaller-ACV clients at scale - a segment that represents a significant share of Preqin's client base and is critical to revenue, retention, and Preqin's broader market presence. This is a team with strong visibility and backing from Preqin leadership, combining commercial ownership, client management, and process innovation.

• Own client relationships from day one - you'll manage a real book of accounts across a high-volume client segment, help clients get more value from Preqin, lead renewal conversations, and directly impact revenue and retention

• Build broad business acumen fast - working cross-functionally with Research, Billing, Operations, and Sales, with hands-on exposure to Salesforce and pipeline management

• Help shape how we work - the operating model is still evolving and much of what we do today is highly manual, creating real space to drive process improvement, automation, and smarter ways of working

• Grow with the team - as we scale and mature the model, team members will have the opportunity to take on more responsibility and help influence what this function becomes

• Make a visible impact - client outcomes, retention, and growth are tangible and measurable, giving you a strong story to tell

Job description

Preqin Core Client Engagement (Analyst / Associate)

Role Overview

• The Preqin Core Client Engagement team manages a high-volume portfolio of lower-ACV clients, driving client satisfaction, retention, and growth at scale. The role sits at the intersection of commercial execution and client management, ensuring clients derive maximum value from Preqin solutions.

• This position plays a critical role in the end-to-end client lifecycle, with a strong focus on renewals, engagement, and expansion, while contributing to the evolution of scalable, technology-enabled client operations.

Key Responsibilities

• Manage a high-volume portfolio of Core clients (up to $25–50K ACV across a large book of accounts), prioritizing activity based on renewal timelines, engagement, and revenue impact

• Own and execute renewal outcomes across the portfolio, including pricing discussions within established commercial guidelines, contract coordination, and execution

• Drive three core outcomes: client satisfaction, revenue retention (churn prevention), and account growth

• Act as the primary point of contact for clients, building relationships with day-to-day users and procurement contacts

• Drive product adoption and engagement by understanding client use cases and proactively identifying opportunities to increase usage and value

• Identify cross-sell and upsell opportunities and partner with senior team members or Business Development to progress them

• Maintain accurate pipeline and client data in Salesforce, ensuring forecast visibility and strong operational discipline

• Partner cross-functionally with Sales, Product, Data, Contracting, Billing, and Client Experience to deliver seamless client outcomes

• Support onboarding, offboarding, and broader client lifecycle processes in line with internal standards

• Escalate complex or high-risk situations to senior team members as appropriate

Operational Excellence & Process Improvement

• Contribute to improving and scaling client engagement processes, leveraging automation and AI-driven solutions to increase efficiency and client coverage

• Identify opportunities to streamline workflows and enhance the client lifecycle through digitization and tool adoption

• Provide structured feedback to Product and other internal stakeholders based on client trends and operational insights

• Support initiatives related to segmentation, prioritization, and account coverage

• Contribute to the development of scalable tools, processes, and frameworks that enable efficient portfolio management

Required Skills & Profile

• 0–3 years of professional experience (Analyst) / 2–5 years (Associate), ideally in client-facing, commercial, or operations roles

• Strong client-facing and commercial mindset

• Ability to manage multiple priorities across a high-volume portfolio

• Excellent communication skills (written and verbal), with a professional and client-focused approach

• High attention to detail, particularly in contracts, pricing, and data management

• Analytical mindset with the ability to identify growth opportunities

• Comfortable working cross-functionally in a fast-paced global environment

Nice to Have

• Experience with SaaS, data products, or financial services

• Familiarity with Salesforce or similar CRM tools

• Interest in process improvement, automation, and AI-driven workflows

Our benefits

To help you stay energized, engaged and inspired, we offer a wide range of employee benefits including: retirement investment and tools designed to help you in building a sound financial future; access to education reimbursement; comprehensive resources to support your physical health and emotional well-being; family support programs; and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

Our hybrid work model

BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.

Guidance on AI use for candidates

At BlackRock, AI has long been part of how we work – enhancing decision-making, improving operations, and helping us deliver better outcomes for clients. We encourage candidates to use AI thoughtfully to learn, prepare, and work more effectively; but during our interview process, we want to focus on getting to know you through your own experiences, thinking, and judgment. To support you, we’ve provided guidance on when and how to use AI during our hiring process so you can approach each step with confidence and showcase your best self.

About BlackRock

At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.

This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.

To learn more about BlackRock, please visit Careers.BlackRock.com. We also encourage you to get to know us on LinkedIn, Instagram, YouTube, X, and TikTok.

BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, race, religion, sex, sexual orientation and other protected characteristics at law.