Client Relationship Manager

firstPRO is now accepting resumes for a Client Relationship Manager role in Boston, MA. This is a direct hire role with a hybrid workstyle.

About the position:

Client Relationship Manager is responsible for a portfolio of clients with regard to the overall satisfaction of the client. The primary responsibilities of the position include ongoing account management, driving client retention, satisfaction and reference ability and management of commercial opportunities within client base. This is a quota carrying position.

This position requires an advanced client service approach, a high level of professionalism, strong analytical and problem solving skills and the ability to influence stakeholders and decision makers both inside the Linedata organization and within the assigned book of clients. The ideal candidate will have 5+ years’ experience in progressively responsible roles relating account management in the software development or financial services industry.

ESSENTIAL DUTIES/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 for Linedata.

• 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 Linedata organization on client needs, trends and context as well as industry experience in support of the advancement of Linedata’s 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.

COMPETENCIES

• Task Management – Organizing and prioritizing tasks. Managing time to maximize personal productivity. Estimating task duration and completing tasks when promised. Multi-tasking.

• Judgment and Decision Making — Considering the relative costs and benefits of potential actions to choose the most appropriate one.

• Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. Making good decisions and solving problems while under pressure.