Territory Manager at Comfort Medical responsible for territory sales objectives and cultivating key business partnerships. Driving market share and sales growth through effective selling strategies and customer engagement.
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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