About this role
Managing Director - Global Head of Digital Client Experience
About the Role
We’re looking for a proven, tech-focused Client Success leader to build, scale and optimize a high-performing team. A strategic operator who thrives in fast-paced, high-volume environments. This person needs to be a transformation expert with a start-up mindset to build and execute a strategy delivering client success excellence to thousands of clients across the globe while enabling our future growth to be delivered at scale. This leader will have experience in building global teams, expert knowledge on leveraging technology, automation, AI and data-driven insights to drive client adoption, retention, and expansion. They must be a leader in leveraging AI techniques to solve scale challenges. As a senior leader, you will drive alignment across executive stakeholders, represent the voice of the client at the leadership table, and ensure client success is a growth engine for the business. You will balance strategic vision with operational excellence, leading through influence and building a culture of client-centricity across Preqin to build and scale a multi-tier Digital Client Success organization, blending digital/tech-touch programs while fostering a culture of accountability, innovation and continuous improvement.
Your role and impact
As the Global Head of Digital Client Experience, you will design and execute a client success strategy that balances personalization with automation, ensuring our clients achieve measurable value at scale. You will partner with client services, product, marketing, and sales teams to deliver outcomes that deepen client relationships and drive long-term growth.
Responsibilities include:
Strategy & Vision:
- Define and own the end to end client experience strategy including segmentation, lifecycle design, and engagement models for a high-volume client base, balancing human touch with automation.
Position Preqin’s digital client experience as a core commercial capability, driving retention, expansion, and long-term client value
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Team Building & Leadership
- Recruit, develop, and scale a global high-performing Client Success team, with clear career paths and structured training.
- Foster a culture of accountability, innovation, and continuous improvement
Build leadership bench strength and scalable organizational structures to support growth.
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Operational Excellence:
- Own the Preqin Digital global client lifecycle system across onboarding, adoption, value realization, renewal, and expansion, ensuring consistency and scalability across all clients.
Design and implement standardized lifecycle playbooks and digital journeys to drive adoption, retention, and expansion at scale, balancing human touch with automation across thousands of accounts.
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Technology Enablement:
- Own the strategy and roadmap for the Preqin digital CX platforms (CRM, CS platforms, AI/automation), partnering with Product and Engineering to deliver a unified client experience ecosystem.
- Drive adoption of AI-driven client engagement models (predictive health scoring, automated journeys, personalization engines) to optimize outcomes at scale.
Define capacity models, coverage ratios, and automation thresholds to balance client experience with operational efficiency
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Customer Experience:
- Drive product adoption, engagement, and value realization as leading indicators of retention and expansion across the client lifecycle.
- Standardize lifecycle milestones, adoption benchmarks, and value delivery frameworks across all client segments.
Metrics & Insights:
- Own portfolio-level performance across retention (GRR), expansion (NRR), adoption, and client lifetime value, including forecasting and revenue predictability for digitally managed clients.
Drive a data-driven operating model, leveraging client health, usage, and engagement data to proactively manage risk and identify growth opportunities.
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Cross-Functional Collaboration:
Act as the central orchestrator across Preqin Product, Sales, Marketing, and Client Services to align on digital experience strategy and execution and to align client feedback with product roadmap and growth initiatives.
Thought Leadership:
Serve as a client advocate and industry voice, shaping how we define and deliver success at scale.
Growth & Advocacy:
- Own expansion enablement across the digital client base, including structured programs for cross-sell, upsell, and client advocacy (references, case studies).
- Build client advocacy programs to convert satisfied clients into references, champions, and case studies
Experience and Qualifications
- 15+ years of progressive leadership experience in Client Success, Customer Experience, or Customer Operations within SaaS, financial data, or technology-enabled businesses
- Proven experience building and scaling digital client success organizations serving thousands of global clients
- Deep expertise in technology-enabled engagement models, including CRM, client success platforms, AI, and automation
- Demonstrated track record of driving retention (GRR), expansion (NRR), and client lifetime value at scale
- Experience designing and operating segmented, high-volume client engagement models
- Strong commercial acumen with the ability to connect client experience outcomes to revenue performance
- Exceptional leadership skills, with experience leading global, distributed, and cross-functional teams
- Strong executive presence with the ability to influence senior stakeholders across product, commercial, and operational functions
- Proven ability to lead transformation in fast-paced, high-growth environments
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( opens in new window) 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( opens in new window). We also encourage you to get to know us on LinkedIn( opens in new window), Instagram( opens in new window), YouTube( opens in new window), X( opens in new window), and TikTok( opens in new window).
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.
