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Dow Jones

Client Engagement Specialist

Posted One Month Ago
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In-Office
Mumbai, Maharashtra, IND
Mid level
In-Office
Mumbai, Maharashtra, IND
Mid level
Manages renewals and retention for strategic client accounts, developing renewal plans, identifying risks, coordinating pricing, contracting, invoicing, training, support, and platform transitions. Builds customer knowledge, monitors product utilization, supports upselling and cross-selling, maintains accurate CRM records, and communicates with clients through telephone and email. Partners with internal sales, product, content, marketing, and training teams to improve customer value and protect recurring revenue.
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Job Description:

About the Team:

At Dow Jones, we empower global organizations to navigate an increasingly volatile world, where geopolitical shifts, financial crime, regulatory expansion and emerging AI technologies redefine risk every day. Powered by market-leading intelligence capabilities—including Dow Jones Risk & Compliance, Dragonfly, Oxford Analytica, Storyful, Dow Jones Risk Journal, Factiva and Dow Jones Newswires—we deliver the trusted insights our customers need to build resilience, protect their reputations and make mission-critical decisions with confidence.

About the Role:

The Client Engagement Specialist (CES) is responsible for managing all renewal aspects of the relationship with a defined set of customers. The Client Engagement Specialist is responsible for retaining the existing contract revenue within existing buying centers and supporting new sales into these accounts made by the Business Development Managers. 

 

To this end the Client Engagement Specialist will need to liaise with DJ internal teams to ensure the clients business needs are being met consistently to support the renewal. Ultimately the Client Engagement Specialist must develop and drive successful renewals ensuring a strong revenue base for Dow Jones. 

 

Success will be measured based on the retention rates of the Client Engagement Specialists assigned accounts.

You Will

Retention  

  • Responsible for owning the retention strategy for assigned Strategic accounts by building and executing a renewal plan
  • Proactively provide a clear picture to management by highlighting high risk renewal accounts and strategies to mitigate potential losses
  • Responsible for ensuring appropriate levels of customer training and product utilization by working with the Product Training Specialist team and monitoring internal CRM reports
  • Oversee the overall renewal lifecycle; from pricing and contracting alongside the Account Executive, to invoicing and client support, so customer concerns get addressed correctly and efficiently throughout the fiscal year
  • Support new sales into existing accounts to ensure maximum customer ROI with DJ
  • Support clients’s transitions from legacy tools to DJ upgrade platforms

 

Customer Knowledge

  • Know your customer including the development of good account understanding, business groups deriving value from DJ services, understanding the clients’ business/industry, competitor solutions they are using and the client’s current and developing needs
  • Understand how your clients derive value from DJ services/products, know the people involved including decision makers within those groups.
  • Serve as a client conduit internally for feedback and competitive intelligence to DJ Product, Content & Marketing.

Lead Generation

  • Where possible identify opportunities for increased revenue within the set of accounts (up-selling and possibly cross-selling) and work with other members of the sales team to follow through on such opportunities.

The CES must maintain accurate and appropriate client records within the Company’s systems. The CES will communicate with clients mainly via telephone and email.


You Have

  • 2-4 years of proven success in client engagement, customer success or account management
  • Exceptional written and verbal communication skills
  • Other language proficiency is a strong plus
  • Proven ability to multi-task and adhere to tight deadlines in a fast-paced, collaborative environment
  • Excellent project management and organizational skills with a keen attention to detail
  • Proficient in Microsoft Office suite & Google Drive
  • Knowledge of Salesforce & Tableau desirable

Our Benefits

  • Comprehensive Insurance & Retirement plans
  • Paid Time Off and Leaves
  • Education Benefits
  • Family Care Benefits
  • Career Growth Programs
  • Access to Dow Jones Products
  • Employee Referral Program
  • Employee Well-being Support & Fitness Programs
  • Financial Health Programs
  • Cybersecurity Protection

Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status or any other protected characteristic under applicable law.

Reasonable Accommodation

We are committed to providing reasonable accommodation for qualified individuals with disabilities in our job application and/or interview process. If you need assistance or accommodation in completing your application or participating in an interview due to a disability, email us at [email protected]. Please put "Reasonable Accommodation" in the subject line and provide a brief description of the type of assistance you need. This inbox will not be monitored for application status updates.

Please refer to the privacy notice at the bottom of this page for submitting any data access, deletion, or other data subject rights requests, where permitted under your local laws and regulations.


Business Area:

Dow Jones - Risk Sales

Job Category:

Sales

Union Status:

Non-Union role

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