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Private Equity Client Relationship Manager

2 months ago

Denver, Colorado, United States Cepres GmbH Full time

Position Overview:
As a Private Equity Client Associate at CEPRES, you will play a crucial role in ensuring the effective deployment of our innovative solutions tailored to meet the specific needs of our clients. Your expertise will help facilitate the integration of our platform with existing systems, providing hands-on support and training to ensure client satisfaction and success.

Key Responsibilities:

  • Client Relationship Management: Establish and nurture trusted relationships with clients and prospects, positioning CEPRES solutions effectively to enhance client satisfaction and expand usage.
  • Data Coordination: Oversee the collection and management of client investment data, ensuring accurate and timely feedback.
  • Project Management: Act as the project manager for data analytics initiatives, collaborating with cross-functional teams across various regions to manage schedules and communicate project statuses clearly.
  • Client Communication: Maintain high levels of client satisfaction through professional and timely interactions.
  • Documentation Development: Create and deliver presentations and comprehensive documentation regarding the platform for both internal and external stakeholders.
  • Private Equity Knowledge: Demonstrate a solid understanding of Private Equity concepts or a willingness to deepen your knowledge in this area.

Essential Duties:

  • Solution Implementation: Lead the deployment of CEPRES solutions in alignment with client specifications and project timelines.
  • Integration Oversight: Manage the integration process with existing systems and third-party applications to ensure smooth data flow.
  • Client Support: Provide comprehensive assistance 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.
  • Resource Management: Develop and maintain onboarding documentation and resources to support clients throughout their journey.
  • Team Development: Mentor junior team members, sharing knowledge and guiding them in their professional growth.

Qualifications:

  • Bachelor's degree in business administration, finance, information technology, or a related field.
  • Experience in solution implementation, integration management, or client support, preferably within the financial services sector.
  • Strong understanding of financial concepts and data analysis.
  • Excellent communication and interpersonal skills.
  • Proficient in project management tools and CRM software.
  • Willingness to travel for client engagements as necessary.

What We Offer:

  • Opportunities for career advancement in the dynamic field of Private Equity.
  • A culture driven by entrepreneurial spirit and a commitment to transparency and success.
  • Individualized training programs for professional and personal development.
  • Attractive compensation package, including relocation support and team events.