CENTRL Inc
Most Advanced Platform for Third Party Risk and Diligence
Client Relations Executive – Investment Portfolio
Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteTeam 51-200H1B SponsorCompany SiteLinkedIn
Location
United States
Posted
61 days ago
Salary
Not specified
Bachelor Degree7 yrs expEnglish
Job Description
• Maintain and grow a portfolio of investment market clients, while working with existing teams to drive adoption, retention, and expansion of the CENTRL product suite across the organization
• Work with clients to understand their challenges, business drivers, strategic goals, and desired business outcomes
• Create and manage account plans that include success metrics, engagement models, communication plans, and expansion strategies
• Partner closely with sales to pursue expansion opportunities, nurture executive relationships, and facilitate Executive Business Reviews
• Work collaboratively with the Marketing team to build customer references, craft case studies, and co-develop resources to support our strategic customers
• Identifying opportunities for new products and modules with existing customers based on their business challenges, needs and goals
• Oversight of portfolio contract renewals, negotiations and new deal terms through execution
• Maintain high levels of customer engagement and satisfaction with a focus on customer trust and loyalty
• Act as the senior client advocate to help resolve critical client issues by engaging and leveraging the appropriate resources as needed
• Partner closely with other cross-functional team members to translate business needs and product requirements into new solutions for customers
• Facilitate QBR’s, recurring meetings and offsite meeting cadence based on client needs
Job Requirements
- 7+ years of client relationship management with deep investment industry experience
- Prior experience managing a book of high-value client relationships, focused on driving customer success and alignment with complex customer environments at executive and department levels
- Make decisions and solve problems with little guidance, that balance the needs of the customer and CENTRL resulting in positive outcomes
- The ability to develop new relationships with internal business units, drive progress on strategic goals, and uncover new opportunities across large organizations
- Experienced in developing customer trust, driving customer allegiance and growing customer footprint
- Demonstrated organizational skills with the ability to handle multiple tasks with different priorities
- Excellent interpersonal, self-motivational and negotiating skills
- Experience in risk management, bank network management and investment operational due diligence is a plus
Benefits
- Competitive base compensation package
- Performance-based bonuses
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