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Private Equity Client Relationship Manager

2 months ago

Denver, Colorado, United States Cepres GmbH Full time

Position Overview:
As a key player at CEPRES, you will take on the role of a Private Equity Client Associate, focusing on the effective deployment of our innovative solutions tailored to meet the specific needs of our clients. Your expertise will be vital in ensuring that our clients derive maximum value from our offerings.

Key Responsibilities:

  • Client Relationship Management: Build and nurture trusted relationships with clients and prospects, positioning CEPRES solutions effectively to enhance client satisfaction and promote expanded usage of our platform.
  • Data Coordination: Oversee the collection and management of client investment data, ensuring timely and accurate feedback.
  • Project Management: Act as the project manager for data analytics initiatives, collaborating with cross-functional teams across various locations. You will manage timelines and ensure that project requirements and deliverables are communicated clearly.
  • Client Satisfaction: Maintain high levels of client satisfaction through professional communication and prompt actions.
  • Documentation Development: Create and present comprehensive materials about the platform for both internal and external stakeholders.
  • Industry Knowledge: Stay informed about Private Equity trends and developments, demonstrating a commitment to continuous learning.

Specific Duties:

  • Solution Deployment: Lead the implementation of CEPRES solutions according to client specifications, ensuring alignment with project timelines.
  • Integration Management: Oversee the integration of CEPRES with existing systems and third-party applications, addressing any challenges that arise.
  • Client Support: Provide extensive support during the setup phase, including account configuration and data integration.
  • Training Sessions: Conduct informative training sessions to empower clients in utilizing the CEPRES platform effectively.
  • Collaboration: Work closely with sales and onboarding teams to ensure a seamless transition from sales to implementation.
  • Documentation: Maintain and update onboarding documentation and resources to assist clients throughout their journey.
  • Team Development: Mentor junior team members, fostering their growth in knowledge and skills related to Private Equity and business operations.

Qualifications:

  • Bachelor’s degree in business administration, finance, information technology, or a related field.
  • Proven experience in solution implementation, integration management, or client support, ideally within the financial services sector.
  • Strong understanding of financial concepts and data analysis.
  • Excellent communication and interpersonal skills.
  • Effective project management abilities, with a knack for multitasking and prioritization.
  • Familiarity with project management tools and CRM software.
  • Willingness to travel for client engagements as necessary.

What We Offer:

  • Opportunities for career advancement within the Private Equity sector, supported by mentoring from an international team.
  • A culture that promotes entrepreneurial spirit, results-driven initiatives, and transparency in company goals.
  • Commitment to employee well-being through individualized training, health plan contributions, and access to wellness resources.
  • Competitive compensation package, including relocation support and team-building events.