Partner Success Specialist, Financial Services and Investors at World Economic Forum – Switzerland
Recruiter: World Economic Forum
About World Economic Forum
World Economic Forum is part of the United Nations system, working to promote international cooperation and address global challenges. As a UN entity, it contributes to the organization’s mission of maintaining international peace and security, developing friendly relations among nations, and promoting international cooperation in solving international problems and encouraging respect for human rights.
Job Summary
This position offers an opportunity to contribute to finance and budget management within World Economic Forum’s important work in international cooperation and sustainable development. Working in Switzerland, you will collaborate with international colleagues and partners to address global challenges and promote sustainable development. Your responsibilities will include: Responsible for maintaining ongoing Partner engagement with the Forum, through building and maintaining relationships with Partner representatives Additionally, you will: Ensure retention by delivering on tailored engagement plans for Partners to address their priorities and deepen their engagement in relevant Forum activities This role provides an excellent opportunity for professional growth while making a meaningful contribution to international cooperation and global peace and security.
Full Job Description
Please Note: This role requires the ability to work on site 3 days per week per company policy.
The duration of this role is 9 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 communities and initiatives to address industry, regional and systemic issues.
The Partner Success (account management) team, part of the Global Industries Team, focuses on delivering the outstanding quality of engagement to the 900+ Forum Partners , seamlessly across all industries and geographies.
We are currently searching for an Account Manager (Partner Success Specialist), who will focus on building and reinforcing interactions with Partner representatives from the Financial Services and Investors Industries (Banking and Capital Markets, Private and Institutional Investors, Insurance and Asset Management, and Real Estate).
Responsibilities include:
Responsible for maintaining ongoing Partner engagement with the Forum, through building and maintaining relationships with Partner representatives
Ensure retention by delivering on tailored engagement plans for Partners to address their priorities and deepen their engagement in relevant Forum activities
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
Monitor partner news and health to flag potential risks for engagement, help 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)
Contribute to identifying areas of process optimisation and automation to ensure a flawless Partner engagement experience
To be successful, an Account Manager (Partner Success Specialist) should:
Build relationships with Partner representatives to develop and execute on engagement plans based on their business priorities and relevant trends for their industry sectors
Understand and proactively manage Partner retention and engagement metrics and resulting actions
Ensure Salesforce is used to its full capacity and that Partner information is duly documented, up to date, and available to all
Foster a One-Forum approach, with immediate Account Team and internal product teams, Centres, community, and industry teams to help guarantee optimal Partner engagement experience
Preferred Requirements and Experience:
Bachelor’s degree or equivalent, relevant industry is a plus
3+ years of professional work experience
Successful track record in account management and business relationship development, including proven ability to engage with multiple functions and business lines within an organization
Demonstrated ability to prioritise in managing complex portfolios
Excellent communication and presentation skills, with a strong command of English
Capacity to apply critical thinking, synthesize various viewpoints, consult broadly, work collaboratively in a team
Digital mindset and capabilities
Strong research and analytical skills
Occasional travel up to 15%
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!
Key Details
- Job Title: Partner Success Specialist, Financial Services and Investors
- Grade: N/A
- Location: Geneva, Switzerland
- Department: World Economic Forum
- Contract Type: Consultancy
- Estimated Salary Range:$80,500 – $138,000 USD annually
Qualifications
- Not specified in the official posting
Skills
- Not specified in the official posting
Benefits
- Competitive compensation package
- Professional development opportunities
- Comprehensive health and wellness benefits
- Inclusive and collaborative work environment
How to Apply
Applications must be submitted through the official UN careers portal. Female candidates and candidates from underrepresented groups are strongly encouraged to apply.