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Client Relationship Manager

4 months ago

Boston, United States firstPRO, Inc Full time

FirstPro is now accepting resumes for a Client Relationship Manager position based in Boston, MA. This role will focus on managing a portfolio of clients by performing ongoing account management, driving client retention, and management of commercial opportunities within the client base. This is a quota carrying position. This is a permanent, direct-hire role that can offer some remote flexibility, benefits, and an uncapped commission plan.


Responsibilities

  • Build strong and positive relationships with business owners, C-level executives, project sponsors, stakeholders, influencers, and decision makers to ensure highest level of client satisfaction and reference ability within assigned book of clients.
  • Proactively identify client’s needs and identify additional business/revenue opportunities using a consultative approach.
  • Manage full sales cycle: Develop, advance, and close sales opportunities and software agreements
  • Understand key initiatives, both short- and long-term, at assigned client organizations and leverage that knowledge into business opportunities.
  • Act as primary point of contact and escalation for assigned clients for all operational, commercial, contractual and service related deliverables (excluding day-to-day support).
  • Develop and execute on action oriented tactical and strategic account plan for each client assigned.
  • Assess customer satisfaction and value proposition achieved within client base on products and services retained by client.
  • Actively contribute to knowledge sharing within the organization on client needs, trends and context as well as industry experience in support of the advancement of suite of products and services.


Requirements

  • Bachelor’s Degree ( Finance/Technology Discipline or relevant professional experience).
  • 5+ years of prior experience in an account management or equivalent role within the Financial/Software services industry (financial information systems preferred).
  • Demonstrated ability to foster strong relationships with key stakeholders, influencers, and decisions makers up to and including C-level suite.
  • Proven ability to contribute to new business development efforts and to lead and manage multiple tasks in a dynamic environment
  • Ability to analytically assess client satisfaction and value proposition.
  • Knowledge of the investment management industry with a focus on front, middle and back office processes, and systems.
  • Proven ability to manage multiple priorities and balance client demands while meeting self-imposed deadlines for account management activities. • Superior verbal and business writing skills.
  • Travel is required for this position.