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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