Client Relationship Manager (Remote West Coast, USA)

Our client provides the investment management and credit communities with an innovative, user-friendly suite of products that help their business’ to grow in over 50 countries.

As a member of the Customer Success team for their Lending and Leasing group, you will be responsible for maintaining and enhancing the relationships with current clients and be responsible for the direct management of a portfolio of assigned clients. The CRM will be expected to manage clients at a strategic level in order to expand the revenue opportunities within the existing client base, drive client retention and achieve client satisfaction. The CRM will act as an internal advocate for the client and is required to build strong internal relationships within the organization to streamline and deliver superior client service throughout all departments. This is a quota carrying position.

Essential Duties/Responsibilities

  • Proactively identify client’s needs and identify additional business/revenue opportunities using a consultative approach.
  • Understand key initiatives, both short and long-term, at assigned client organizations and leverage that knowledge into business opportunities.
  • Build positive relationships with business owners, C-level executives, project sponsors, stakeholders, influencers, and decision makers to advance opportunities, ensure a high level of client satisfaction and reference-ability within assigned clients.
  • 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), engaging other Lending and Leasing departments (Professional Services, Support/Hosting, and Product Management) as required to advance opportunities and/or resolve issues.
  • Perform regular client reviews and visits to further the client relationship and advance opportunities.
  • Manage full sales cycle: identify, advance, and close sales opportunities and software agreements, utilizing a CRM system for tracking and reporting.
  • Maintain pro-active communications, internal advocacy, and on-going solicitation of feedback regarding our products and services.
  • Refine mechanisms to track all aspects of a customer’s relationship within the organization and leverage them to enhance and better forecast the customer relationship.
  • Develop and execute on action oriented tactical and strategic account plans 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 organization on client needs, trends and context as well as industry experience in support of the advancement of our suite of products and services.

  • Requirements

  • Bachelors degree from an accredited university with 5-10 years of professional experience in the Financial Services Industry, in an Account Management or Sales position for a provider of Fintech business software solutions.
  • Strong understanding of the commercial banking industry.
  • 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
  • Proven ability to manage multiple priorities and balance client demands while meeting deadlines for account management activities.
  • Strong facilitation and negotiation skills.
  • Excellent verbal and written communication and presentation skills.
  • 30-35% Travel – Primarily domestic travel.

  • Please contact Pam Inglis for more details at Ref: Rostie Job ID# 3344