We use cookies. Find out more about it here. By continuing to browse this site you are agreeing to our use of cookies.

Job posting has expired

Back to search results

Client Relationship Manager - AM

Think Consulting
life insurance, vision insurance, vacation time, paid holidays, 401(k), retirement plan
United States, Maryland, Sparks Glencoe
Feb 12, 2025
Client Relationship Manager

Location: Baltimore, Maryland or New York, New York

We are seeking a proactive and entrepreneurial Client Relationship Manager to join a growing Fintech client. In this role, you will be responsible for managing and expanding relationships with a growing client base, with a primary focus on asset managers. The CRM will play a critical role in onboarding clients, driving platform engagement, and securing renewals and upsells.

Key Responsibilities



  • Build and maintain strong relationships with current clients.
  • Engage with various client teams (e.g., RFP, Sales/Distribution, and Marketing) to understand their needs and use cases.
  • Systematically onboard and implement clients onto the platform, following up to ensure engagement.
  • Deliver platform demos and updates to client teams, coordinating with internal colleagues when necessary.
  • Ensure clients remain responsive and engaged, driving their platform usage.
  • Address client queries and support internal sales and CRM teams.
  • Collect client feedback and collaborate with the technology team to develop new services and tools.
  • Drive strategic initiatives, identify new opportunities, and collaborate with internal teams.


Required Qualifications



  • 5-7 years of experience working with clients in SaaS, fintech, or the investment management industry (preferably in Client Success, Business Development, or Account Management).
  • Understanding of SaaS platforms, due diligence processes, and basic knowledge of the investment management industry preferred; curiosity to learn is essential.
  • Strong project management skills with the ability to translate client needs into actionable plans and monitor progress.
  • Excellent communication and interpersonal skills to build lasting relationships and navigate diverse cultural and business scenarios.
  • Proven ability to manage multiple client issues simultaneously and negotiate effectively.
  • Self-motivated and process-oriented with a desire to challenge the status quo and drive improvements.
  • Pragmatic problem-solving skills with a collaborative, team-oriented mindset.


Benefits



  • Competitive compensation
  • Employer-provided medical, dental, and vision insurance
  • Supplemental insurance, including AD&D and life insurance
  • 401(k) retirement plan with company matching
  • Paid vacation leave
  • 10 paid holidays aligning with NYSE US Holidays
  • Flexible and innovative work environment
  • Domestic travel opportunities
  • Exposure to diverse client roles and industry events


Equal Opportunity Employer, including disability and protected veteran status

#alert

(web-6468d597d4-98p82)