Data Relationship Management, Preqin, Associate

BlackRock•San Francisco, CA

2d•$100,000 - $132,000•Hybrid

About The Position

The Associate, Preqin Client Experience plays a critical role in shaping how clients leverage Preqin’s data, insights, and products. This is a consultative expert position—responsible for advising clients on private markets datasets, supporting workflow optimization, and expanding Preqin’s footprint within their organizations. You will build strong cross‑functional relationships, translate data and product expertise into actionable guidance, and proactively identify opportunities to enhance the client experience. In partnership with Client Engagement, you’ll help drive adoption, mitigate friction, and ensure clients realize the full strategic value of Preqin’s solutions.

Requirements

3+ years of experience in Client Success, Client Experience, or other client facing roles within finance, SaaS, tech or related industries.
Demonstrate the ability to be a team player and take initiative assisting peers.
Possess a solutions-oriented mindset, viewing product and client journey friction points as opportunities for improvement.
Excel at building strong relationships, both internally and externally, with a collaborative and transparent approach.
Promote open, honest communication and encourage cross-functional alignment.
Thrive in entrepreneurial environments, showing resilience and agility in navigating ambiguity.

Nice To Haves

Full professional proficiency in Spanish is a plus.

Responsibilities

Build deep, consultative partnerships with client subject matter experts, super‑users, and key stakeholders—serving as a private‑markets data expert who shapes workflows, drives best‑practice adoption, and elevates Preqin’s strategic value across their organization.
Partner with the Preqin Client Engagement team to deliver a seamless, coordinated client experience across onboarding, adoption, and renewal.
Develop a sharp understanding of client objectives and align Preqin’s capabilities to support those business priorities.
Master Preqin’s data and its application across client workflows and analytics, while deepening expertise in eFront and Aladdin to support integrated private market solutions.
Identify upsell and cross-sell opportunities, collaborating with Client Engagement and Sales teams to grow account value.
Partner with Product, Data, and Engineering to resolve issues, escalate concerns, and bring the client voice into roadmap planning.
Strengthen alignment across the Aladdin Client Business to ensure clients experience a cohesive, high‑quality support model post‑acquisition.
Contribute to initiatives that reduce operational friction, streamline internal processes, and uplift the overall client experience.