Commercial Lead facilitating partnerships with major fintech players. Driving negotiations and agreements for Plaid’s services in dynamic market environments.
About the role
- Senior Relationship Manager at BetaNXT managing relationships with clients for wealth management solutions. Responsible for understanding client strategies and identifying business development opportunities.
Responsibilities
- Responsible for gaining deep understanding of the client’s strategy, understanding the client’s products and interfaces (3rd parties) and understanding the client’s business model inclusive of ancillary products and technology.
- Responsible for identifying new client relationship opportunities (CEO, CIO, SVP, EVP, etc.).
- Representing BetaNXT by attending client conferences.
- Responsible for ensuring the client and BetaNXT understand the joint engagement model.
- Facilitating and executing Executive meetings/Quarterly Business Reviews.
- Managing escalation points from both the client and BetaNXT perspective.
- Supporting the day-to-day client touchpoints and interactions.
- Providing the client strategy for influence of the BetaNXT roadmap.
- Communicating the overall client relationship to BetaNXT including escalating client concerns or risks we identify to the appropriate BetaNXT leader.
Requirements
- Bachelor’s degree in Business Administration or similar degree programs, required.
- 5+ years of experience in account or relationship management.
- Possess deep knowledge of financial services industry and extensive knowledge of BetaNXT suite of products.
- Ability to plan and execute strong strategies.
- Excellent organizational skills and attention to detail.
- Time management skills with a proven ability to meet deadlines.
- Keen, friendly, professional with a positive and proactive attitude.
- Ability to prioritize tasks and to delegate them when appropriate.
- Substantial experience in successfully delivering results in a fast-paced and dynamic business environment.
Benefits
- full benefits offering
- PTO
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