Senior Sales Manager managing B2B Sales and building market presence for innovative CRM software at Planelio. Collaborating with management to shape sales and customer onboarding processes in the furniture industry.
About the role
- Manage a portfolio of key client accounts at SS&C, a financial services company. Develop strong client relationships and collaborate with cross-functional teams to enhance client experience.
Responsibilities
- Manage a portfolio of key client accounts, acting as the primary relationship manager and strategic advisor.
- Develop and maintain strong, long-lasting client relationships by understanding their business needs, objectives, and challenges.
- Serve as the internal client advocate, collaborating with cross-functional teams (e.g., product, operations, sales, support) to ensure timely and effective resolution of client issues and requests.
- Proactively identify opportunities for client growth and expansion of services, working closely with the sales team.
- Conduct regular client reviews and strategic discussions to assess performance, identify areas for improvement, and communicate value.
- Onboard new clients and ensure a smooth transition into SS&C GIDS's services, providing ongoing training and support as needed.
- Monitor client satisfaction levels and implement strategies to enhance the client experience and retention.
- Prepare and present client reports, performance metrics, and strategic recommendations.
- Stay informed about industry trends, competitive landscape, and SS&C GIDS product updates to provide relevant insights to clients.
- Act as a mentor and provide guidance to junior client relations specialists.
Requirements
- Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
- Minimum of 5-7 years of experience in a client-facing role within the financial services or technology industry, with a strong preference for experience in wealth management, asset management, or fintech.
- Proven track record of successfully managing and growing key client accounts.
- Exceptional communication, interpersonal, and presentation skills, with the ability to articulate complex information clearly and concisely.
- Strong analytical and problem-solving abilities, with a detail-oriented approach.
- Demonstrated ability to work independently and as part of a team in a fast-paced environment.
- Proficiency in CRM software (e.g., Salesforce) and Microsoft Office Suite (Word, Excel, PowerPoint).
- Ability to travel occasionally to client sites as required.
- Understanding of SS&C GIDS products and services is a significant advantage.
Benefits
- Flexibility : Hybrid Work Model and Business Casual Dress Code, including jeans
- Your Future: 401k Matching Program, Professional Development Reimbursement
- Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
- Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
- Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
- Training: Hands-On, Team-Customized, including SS&C University
- Extra Perks: Discounts on fitness clubs, travel and more!
Job title
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