Own and grow a portfolio of independent insurance agencies by strengthening partner relationships, improving retention and policy growth, training agents, resolving escalations, and sharing feedback across teams.
Strategic Client Partner
📜 Description
- Build trusted relationships with PE partners, M&A directors, and C-suite leaders through market intelligence expertise and client meetings.
- Lead client onboarding and encourage product adoption.
- Own the renewal cycle, from identifying churn risks to coordinating retention efforts and negotiating renewals.
- Identify and pursue upsell, cross-sell, and advisory opportunities through strategic client check-ins.
- Develop account growth plans, using data analysis to forecast trends and identify whitespace.
- Represent client needs internally and partner with Sales support teams on strategic account opportunities.
🛠️ Requirements
- Around or over 3-5 years of experience in account management, inside sales, customer success, or similar fields in financial or consulting services, intelligence, and/or enterprise SaaS.
- Expertise in consultative or value selling and complex, full-cycle sales processes; end-to-end sales experience is preferred.
- Strong relationship-building skills, including the ability to build rapport and trust with diverse clients.
- Track record of meeting or exceeding performance objectives.
- Ability to use data analysis to identify opportunities and forecast growth trends.
- Interest in startup environments, technology, and investing.
Full job description
❗NOTE: This is an Ongoing Opportunity - We're Always Hiring Top Talent 🚀
As Dedale is committed to continuous growth and building a team of exceptional talent, this position remains open year-round. We are not bound by a specific hiring quota, but are focused on finding the right long-term fit for both the role and our culture. If you see this posting, it means that we are actively reviewing applications!
About Dedale:
Dedale is the differentiating source of strategic intelligence in the technology space.
With a unique team of over 100 full-time research analysts & planners, Dedale leverages a network of over 10 000 market professionals to deliver on the ground strategic intelligence to investors and corporates, with a core focus around North America and Europe.
Our team gathers top talents with diverse and international backgrounds. Our Research & Investment team has the strongest expertise in the ecosystem on B2B Software due diligence, and we are surrounded by a network of mentors including high-profile tech founders and investors.
Our Culture:
Dedale gathers a group of highly talented international individuals (incl. US, Chinese, Filipino, French, Moroccan, Latvian, Lebanese nationalities among others).
The leadership team is composed of experienced investment professionals & management consultants (ex-McKinsey, BCG consultants & managers).
Our advisory board is extremely high profile, including some of the most successful investors worldwide (incl. Managing Partners of the largest PE and Growth Equity funds, and Tech unicorn entrepreneurs).
We seek to develop a dream team of outstanding investment analysts with strong academic and professional achievements and a passion for investing and technology.
Your Opportunity:
Our Growth team plays a pivotal role in ensuring customer retention and driving expansion, contributing significantly to the success of our clients globally.
In this role, you will be responsible for growing revenue across Dedale’s full product portfolio - including our intelligence platform and advisory services - by maintaining high customer retention rates, proactively identifying and acting on expansion opportunities, and managing upsell, upgrade, and cross-sell initiatives throughout the customer journey.
You will further collaborate on strategic initiatives such as white space analysis, account planning and mapping, and building cross-functional partnerships with Sales support teams to maximize strategic account opportunities.
Your Role:
Strategic Relationship Management: Build trusted, high-level rapport with PE Partners, M&A Directors, and C-suite leaders. You will add value through market intelligence fluency in live conversations and in-person meetings.
Onboarding & Adoption: Lead onboarding sessions with authority and product fluency. You will "embark" users and motivate product adoption by projecting the seniority and credibility required for the PE/M&A space.
End-to-End Renewal Ownership: Own the entire renewal cycle - from early risk detection and churn prevention (orchestrating AM and CS resources) to the final commercial negotiation.
Strategic Growth & Upselling: Conduct regular strategic check-ins (bi-monthly/quarterly) to uncover "second-level" needs that convert into advisory mandates or platform upsells.
Revenue Execution: Drive expansion efforts through a solution-focused approach, identifying cross-sell and up-sell opportunities across the account lifecycle.
Account Strategy: Design and execute account-level growth strategies, utilizing data analysis to forecast trends and identify white space for the Sales team.
Internal Advocacy: Act as the voice of the customer, working cross-functionally to ensure product updates and features align with the sophisticated needs of our client base.
Your Profile:
The ideal candidate will possess the following qualifications:
Around or over 3-5 years of experience in account management, inside sales, customer success, or similar fields in Financial or Consulting Services, Intelligence, and/or Entreprise Saas Product.
Proven expertise in consultative/value selling and navigating complex, full-cycle sales processes, with a preference for end-to-end sales expertise.
Skilled at building rapport, cultivating trust, and maintaining strong relationships with diverse client bases.
Demonstrated success in consistently achieving or surpassing performance objectives.
Adept at leveraging data analysis to identify opportunities and forecast growth trends effectively.
Cherry on the Cake!
You would like to work in a start-up environment.
You are passionate about technology and investing.
Recruitment Process:
HR Introduction call
Interview with our AVP, Head of Development and Investor Relations, Sales Director
1 Case Study
Interview with the founder
Final interview with 2 members of the Leadership Team
This position is based in Paris.
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