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 (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
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.
Skills Required
- 2-5 years in client-facing, commercial, or operations roles
- Strong client-facing and commercial mindset
- Ability to manage multiple priorities across a high-volume portfolio
- Excellent written and verbal communication skills
- High attention to detail in contracts, pricing, and data management
- Analytical mindset able to identify growth opportunities
- Comfortable working cross-functionally in a fast-paced global environment
- Familiarity with Salesforce or similar CRM tools
- Experience with SaaS, data products, or financial services
- Interest in process improvement, automation, and AI-driven workflows
What We Do
As the world’s largest asset manager, BlackRock partners with investors around the globe to help them (and those on whose behalf they invest) plan for life’s most important goals – like retirement, home ownership and their children’s education. Our clients range from governments, foundations and other large institutions to those investing on behalf of individuals, including firefighters, nurses, teachers and factory workers. BlackRock was founded with the idea of creating a better asset management firm — one that was purpose-driven, focused on clients and risk management, and propelled by data and technology. Our breakthrough Aladdin® platform is BlackRock’s technological backbone, helping investors see and manage their whole portfolios in one place – from constructing investments to monitoring risk and executing trades. Used by hundreds of external institutions around the world, Aladdin combines powerful analytics and a common language to help investment teams make faster, more informed decisions across public and private markets. It’s a key part of our business and one of the reasons we’re trusted to manage more assets than any other investment manager today. At BlackRock, we challenge conventions and raise the bar for what’s possible. We harness technology to unlock new solutions, simplify complexity, and deliver investment strategies that meet people where they are. Whether it’s retirement planning, wealth building or navigating market shifts, we’re here to help clients invest more easily, more affordably and with more choice as we chart a path toward financial well-being together. Learn more: Careers.BlackRock.com
Why Work With Us
Without our people, technology is irrelevant. When we combine the power of people with the power of technology, we amplify our ability to create better outcomes for our employees, clients, shareholders and society alike.
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