Client Relationship Manager

3 weeks ago

Westport, Connecticut, United States Dynata Full time

The Client Relationship Manager (CRM) is responsible for identifying, developing and spearheading implementation of key research and client-service strategies across key territory Customers. Determination of the specific initiatives / areas of focus will be a collective effort between territory leadership and CRM with priority given to research techniques, processes, products, and general service strategies which lead to additional revenue streams, improved Customer experience, efficiency gains, and/or Global alignment. The CRM will directly support client strategy and service across the territory through growth-fostering activity including, but not limited to crafting and helping to implement service-level best practices, perspective development, research initiatives, and solution development. The Client Relationship Manager will support implementation of these solutions for clients and in some cases, have direct contact with clients throughout the execution of significant projects or during key phases of critical projects and will act as an extension of the client's primary project team.

RESPONSIBILITIES

Knowledge Development and Contributions

  • Demonstrate a strong understanding of our business offering, business strategy and vision, as well as the challenges of customers and internal stakeholders. Uses this foundation to drive progress for the territory in 3 ways:
  • Identify where improvements to current research techniques, processes, products, and general service strategies would help drive additional revenue streams, improved Customer experience, efficiency gains, and/or Global alignment. Work with territory leadership to align on priorities. Initiatives may be completely new or the result of scaling existing team solutions and/or other Dynata territory.
  • Develop action plans, time / financial investment requirements, and payoff for targeted initiatives.
  • Spearhead internal conversations, information gathering, thought leadership, trainings, internal support and client-friendly documentation and/or other tasks required as part of successful initiative execution. May be done solo and/or as leading part of a larger committee focused on task.

Training and Mentorship

  • Setting the tone for other CRMs in the territory, cultivating a talent pipeline and scaling our services to increase efficiency and expertise across the territory
  • Mentor CRMs and Sr. PMs to exceed client expectations through flawless delivery, using good judgement on degree of involvement based on strategic/critical value
  • Improve transfer of knowledge within and across teams, including taking the lead in organizing knowledge transfer initiatives and training for the team and/or company
  • Provide world-class research/methodology training/consultation, equipping the wider trainers (TLs, CRMs) to equip team members to deliver in a rapidly changing environment, including but not limited, to upholding client standards, questionnaire design, research methodologies, data quality, reporting and tools

Global Alignment

  • Champion project best practices (e.g. Survey review, Programming flow, Data review, Methodology, Working knowledge of client lists) with global project teams
  • Help lead global alignment, strategy, and coordination across targeted key accounts.

Client Support

  • While most of the CRMs time will be dedicated Internally, there will also be times where the CRM will interact directly with key clients at the strategy and/or SME level. Direct involvement with clients on project-level engagements will be minimal.
  • Act as an operations consultant for territory accounts as needed beyond primary account team.

Education and Experience:

  • 6+ years of experience of related work experience

Specialized Skills:

  • Proficient in Microsoft Word, Excel, PowerPoint and Outlook.
  • Knowledge of SPSS, Decipher, ConfirmIt, CMix, or Marketsight a plus.

At Dynata, we are dedicated to attracting, retaining and developing our people regardless of ethnicity, gender, identity, disability and age. We actively encourage applications from people of all backgrounds to join our innovative and high-performing team where individual differences are respected and celebrated.

Dynata is an equal employment and affirmative action employer OE/ Minority/ Female/ Veteran/ Disabled/ Sexual Orientation/ Gender Identity.

  • Senior Accounting Manager

    4 weeks ago

    Westport, Connecticut, United States Michael Page Full time

    About Our Client My client is an energy infrastructure investment manager who has seen tremendous growth over the last few years. Job Description Manage financial accounting and reportingCoordinate and manage the tax process of an open-end mutual fund and multiple investment partnershipsResponsible for daily, monthly, and annual accounting and performance...

  • Senior Accounting Manager

    1 month ago

    Westport, Connecticut, United States Michael Page Full time

    About Our Client My client is an energy infrastructure investment manager who has seen tremendous growth over the last few years. Job Description Manage financial accounting and reportingCoordinate and manage the tax process of an open-end mutual fund and multiple investment partnershipsResponsible for daily, monthly, and annual accounting and performance...

  • Wealth Planning Associate

    1 week ago

    Westport, Connecticut, United States The Quest Organization Full time

    Wealth Planning AssociateResponsibilities include:Support Relationship Managers on client relationships.Serve as a key point of contact for day-to-day client service needs.Drive high client satisfaction through excellent customer service, prompt follow-up on client issues, and proactive problem solving.Review of bank and brokerage accounts on a regular...

  • Attorney - Commercial Real Estate

    1 week ago

    Westport, Connecticut, United States Vitae Advisors Full time

    Job Overview:We are actively supporting a top tier boutique law firm client to identify an Attorney hire for their Commercial Real Estate Practice. This hire would support one of CT's leading Real Estate Attorneys to service their clients in support of real estate purchases, sales, leasing and all financing options for commercial properties. In addition to...

  • Sales Manager

    1 week ago

    Westport, Connecticut, United States Crimson Technologies Full time

    At Kunze Medien, we have been successfully advising companies in the industrial, commercial, and trade sectors for over 20 years on their online advertising presence in North Westport.Our success is reflected in a constantly growing customer base and above-average expansion in the online marketing business.We are partners for marketing solutions such as...

  • Catering Manager

    1 week ago

    Westport, Connecticut, United States Aramark Full time

    Job DescriptionThe Catering Manager is a leadership position which leads all aspects of catering solutions and special events at the location. This position will lead the Catering team to complete events or catering delivery requests in line with customer expectations and service standards.Job ResponsibilitiesResponsibilitiesResponsible for managing the...

  • Reference (m/f/d) Operational Integration Management / Quality Management / Marketing

    1 week ago

    Westport, Connecticut, United States Omega Enterprises Full time

    PSE Engineering GmbH offers all engineering services in the field of planning for operational facilities in the energy and gas industry in Westport. We develop individual technical concepts and solutions for our clients' diverse requirements and provide complete planning services, from initial conceptual studies to construction supervision and commissioning...

  • Accounting/Tax Manager

    4 weeks ago

    Westport, Connecticut, United States Michael Page Full time

    About Our Client My client is a well-known investment management firm based in Westport, CT. They are a smaller and more collaborative tax team. Job Description Key Responsibilities:Responsible for coordinating tax processes for the company's open mutual fundReviewing tax returns, work papers and K-1sWork directly with third party administratorsCoordinating...

  • Accounting/Tax Manager

    1 month ago

    Westport, Connecticut, United States Michael Page Full time

    About Our Client My client is a well-known investment management firm based in Westport, CT. They are a smaller and more collaborative tax team. Job Description Key Responsibilities:Responsible for coordinating tax processes for the company's open mutual fundReviewing tax returns, work papers and K-1sWork directly with third party administratorsCoordinating...

  • Tax Accounting Manager

    4 weeks ago

    Westport, Connecticut, United States Michael Page Full time

    About Our Client My client is a well-known investment management firm located in Westport, CT. They are a smaller and more collaborative tax team. Job Description Responsibilities:Responsible for coordinating tax processes for the company's open mutual fundReviewing tax returns, work papers and K-1sWork directly with third party administratorsCoordinating...

  • Tax Accounting Manager

    1 month ago

    Westport, Connecticut, United States Michael Page Full time

    About Our Client My client is a well-known investment management firm located in Westport, CT. They are a smaller and more collaborative tax team. Job Description Responsibilities:Responsible for coordinating tax processes for the company's open mutual fundReviewing tax returns, work papers and K-1sWork directly with third party administratorsCoordinating...

  • Marketing Project Manager

    1 week ago

    Westport, Connecticut, United States The Ladders Full time

    Marketing Project ManagerJoin our team as a Marketing Project Manager at Maplewood Senior Living! At Maplewood, we believe in making a difference in the lives of seniors with our state-of-the-art facilities and forward-thinking approach. As a Marketing Project Manager, you'll be part of a team dedicated to creating a home-like, luxury environment and...

  • Showing Partner

    1 week ago

    Westport, Connecticut, United States Todd Schroth Real Estate Team Full time

    Job Title: Real Estate Professional at The Ricci TeamCompany: The Ricci TeamWe are seeking dedicated and ambitious individuals to join our team and embark on a rewarding career in real estate with limitless potential.Work 40 hours a week to build a successful career in real estateIdeal candidates are passionate about making a positive impact on clients'...

  • Operations Coordinator

    1 week ago

    Westport, Connecticut, United States Tiffany & Co. Full time

    At Tiffany, our employees honor every special moment in our customer's lives and every unique gift that commemorates their milestones. This differentiating factor, known as the Tiffany Experience ( _Creating Connections, Providing Personalized Experiences and Honoring the Tiffany Legacy) _is never compromised. and it never will beWe are currently recruiting...

  • Loan Analyst

    1 week ago

    Westport, Connecticut, United States Smith Arnold Partners Full time

    A new developing private asset lender is looking for an Account Manager This company provides loans ranging from $100,000 to 3M to residential real estate investors.The loan processor/account manager will be responsible for processing the loans from start to finish. You will be the main contact for financial functions and providing support and reports to...

  • Casting Assistant

    1 week ago

    Westport, Connecticut, United States Characters for Hire, LLC Full time

    International upscale entertainment company headquartered in Texas seeks a well-organized casting/admin person to support our staff. Our company produces high-quality entertainment for corporations and high-profile individuals throughout the world. If you enjoy working in a fast-paced environment and can bring your knowledge, creative ideas, skill set, and...

  • Title Clerk/Biller

    1 week ago

    Westport, Connecticut, United States Volvo Cars Westport Full time

    Career Opportunity at Volvo Cars WestportJoin our team at Volvo Cars Westport, a highly acclaimed retailer of Volvo vehicles located in Fairfield, CT. Renowned for our exceptional service and strong client relationships, we are a leading name in the luxury and performance automotive industry.At Volvo Cars of Westport, we highly value our employees and...

  • Director of Talent Acquisition

    1 week ago

    Westport, Connecticut, United States Soul Equity Solutions Full time

    Director of Talent Acquisition - WestportAbout Soul Equity Solutions Soul Equity is a retained Executive Search firm, dedicated exclusively to guiding Middle Market Private Equity Firms and their Portfolio Companies to best-in-class talent. We work exclusively with Middle Market Private Equity firms to grow their internal teams and transform their portfolio...

  • Studio Guide

    1 month ago

    Westport, Connecticut, United States Glowbar Full time

    Have you ever dreamed of joining a team that is reinventing professional skincare? Have you ever wanted to support a business from the ground up? Is it your goal in life to make a difference in people's lives, every single day? Meet Glowbar.About Glowbar:Glowbar is reinventing the skincare experience by delivering customized 30-minute, evidence-based...

  • Studio Guide

    4 weeks ago

    Westport, Connecticut, United States Glowbar Full time

    Have you ever dreamed of joining a team that is reinventing professional skincare? Have you ever wanted to support a business from the ground up? Is it your goal in life to make a difference in people's lives, every single day? Meet Glowbar.About Glowbar:Glowbar is reinventing the skincare experience by delivering customized 30-minute, evidence-based...