Develops the strategic plan for managing and growing existing client relationships, with a focus on revenue retention and incremental account growth.
Conduct frequent and regular check-ins with assigned clients, ensuring their continued satisfaction and strategic alignment with firm services/product offerings.
Work with clients to ensure awareness of product enhancements, new capabilities and maintaining regular adoption of the latest releases.
Act as internal/external escalation point for portfolio of clients leveraging Data and Analytics solutions.
Assess risk levels for assigned clients and develop action plans for client retention.
Develop, track and report on relationship strategy/results for assigned client portfolio and contribute to the development of team/unit metrics, dashboards and roadmaps.
Work closely with business development teams to ensure relationship management strategy is executed by account management and client service teams.
Evaluate and structure deal (pricing, contract terms, etc.) to determine the optimal terms for both the client and the firm.
Attend industry events and conferences to remain visible in the market and remain current on industry trends and competitor services/offerings.
Requirements
7 – 10 years in Relationship Management, Sales, Client Service, or Account Management in Financial Services industry with focus on investment managers and fund companies
Bachelor's degree in business or a related discipline, or equivalent work experience required; MBA or other advanced degree preferred
Has developed significant expertise on industry trends, competitor services/offerings and client’s business environment.
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