Senior Vice President overseeing client onboarding and transitions at BNY Mellon. Advising clients during system integrations and ensuring compliance with regulatory requirements.
About the role
- Implementation Manager ensuring onboarding and success of new clients at CINC. Collaborating with internal teams and clients for strategic management and relationship building.
Responsibilities
- Serve as the primary point of contact for assigned clients during setup & implementation period
- Build implementation plan based on client's individual structure & goals; ensure milestones are met for optimal client success
- Act as liaison between internal teams to ensure client needs are being met; coordinating amongst Compliance, Training, Client Marketing, and Technical Support
- Act as trusted advisor and subject matter expert to clients in relation to the full suite of CINC products, solutions, and best practices
- Build strong, trust-based relationships with clients to drive product adoption and drive results toward continued business growth and high client satisfaction
- Determine when the client has completed the implementation period and hand-off to Account Manager
Requirements
- 2+ years of account management and product management in a SaaS organization
- Bachelor's degree in a related field preferred
- Demonstrated ability to manage a high volume of activities and clients with varying priorities
- Desire and ability to be a hands-on contributor
- Strong communicator who can give an excellent presentation and write an eloquent email
- Strong understanding of the web, HTML, browsers, cross-browser compatibility, etc .
- Empathy with a flair for understanding what a client really needs and why they need it
- Ability to work with cross-functional teams
- Demonstrated ability to create, develop, and enhance customer relationships
- Self-starter
- Commitment to CINC's mission and core values
- Experience with Salesforce Zoom preferred
- Experience with remote technology tools such as SalesLoft is a plus
- Real estate knowledge preferred, but not required
- Proven record of successfully being measured on retention/churn, satisfaction, adoption, usage, and upsell goals
Job title
Job type
Experience level
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Not specified
Degree requirement
Location requirements
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