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Client Relationship Specialist
2 months ago
Client Relationship Specialist
Location: New York, NY
Employment Type: Full-Time
Position Overview
The Client Relationship Specialist will focus on generating and nurturing leads, enhancing client connections, driving revenue growth with both new and existing clients, and managing ongoing account relationships. Utilizing a consultative sales methodology, the Specialist will serve as a trusted advisor, identifying opportunities by comprehending clients' distinct needs, challenges, and objectives.
About Us
Omega Point is an innovative FinTech organization dedicated to empowering the institutional investment sector with a state-of-the-art, factor-based portfolio analytics decision-making platform. Our clientele includes leading hedge funds, institutional asset managers, and asset management firms. The Omega Point platform oversees over $1 trillion in assets under management, providing opportunities to collaborate with CIOs, COOs, portfolio managers, analysts, risk managers, and quantitative researchers from top-tier fundamental asset managers and hedge funds.
Our cloud-based software platform, combined with partnerships with some of the largest financial data providers globally, ensures swift and seamless integration across diverse investment processes. We facilitate various portfolio analytics and construction workflows, including research prioritization, position sizing, risk management, hedging, and thematic investing.
Key Responsibilities
- Drive new revenue generation across hedge funds and institutional asset managers.
- Support the broader sales team in a variety of sales opportunities and client management scenarios.
- Manage multiple sales opportunities through to closure with precise qualification.
- Provide sales support by documenting meetings, advancing opportunities through each pipeline stage, and managing follow-ups in CRM and project management software.
- Establish and leverage essential relationships within complex organizations to ensure successful deal closures in competitive environments.
- Develop Account & Opportunity plans for consistent revenue growth.
- Navigate complex sales cycles and present the full range of platform features to key decision-makers with a detailed, consultative approach.
- Collaborate closely with Product Specialists and Customer Success teams to highlight critical portfolio insights.
- Assist in monetizing the platform and driving user engagement.
- Work in conjunction with other executives and team members to foster a results-driven, collaborative environment.
Qualifications
- Self-motivated with the ability to achieve results independently and as part of a team.
- Experience or interest in selling complex solutions to the hedge fund and asset management sectors.
- Proven capability to manage the sales cycle from initiation to completion, overcoming obstacles along the way.
- Comfortable utilizing various communication methods, including in-person meetings and video conferences, to build relationships and discuss business opportunities.
- Strong networking skills within the hedge fund, asset management, financial services, and FinTech industries.
- Demonstrated success in qualifying opportunities, managing objections, creating urgency, negotiating terms, and closing significant deals.
- Commitment to high achievement and results-oriented performance.
- Customer-centric approach.
- Team-oriented mindset.
- Bachelor's degree required.
What We Offer
- A competitive salary and comprehensive benefits package.
- Flexibility to work remotely.
- A collaborative environment with a talented team.
- A remote-first culture designed for a distributed workforce.
- Opportunities for team-building activities and summits.
- Comprehensive health insurance for you and your family.
- Attractive perks including a work-from-home setup, flexible hours, 401k, and education benefits.
Diversity and Inclusion
Omega Point is committed to diversity and equal opportunity. We strive to build a team that reflects a variety of backgrounds, perspectives, and skills, believing that inclusivity enhances our work.
