About Concertiv Inc.

Concertiv is a procurement-as-a-service platform that provides data analytics, group purchasing, and managed services to professional services firms and their key suppliers. While we currently focus on Market Data, Information Technology, Insurance, and Travel, we are opportunistic about finding additional ways to serve our clients. Our goal is to facilitate Buyer | Seller interactions in these categories by removing friction, frustration, and opacity.

Our team is hard-working, tight-knit, and creative. We emphasize collaboration, personal accountability, and kindness. We are committed to professional development, as we know that our success hinges on not only hiring top talent but also retaining that talent. We value diversity and believe forming teams in which everyone can be their authentic self is key to our success. We encourage people from underrepresented backgrounds and different industries to apply. Come join us!

Client Portfolio Manager – Overview:

Concertiv is hiring a Client Portfolio Manager (CPM) to join our Client Portfolio Optimization team reporting to the VP of Customer Success. This role will be primarily responsible for managing client relationships, interfacing with clients on vendor contract renewals and new procurements and supporting the Client Success team. The Client Portfolio Optimization team also works closely with internal teams to help support strategic initiatives and in the development of new and future offerings.

What you’ll do:

• Manage assigned accounts to coordinate upcoming vendor contract renewals, new procurements and queries as applicable using our proprietary contract management platform, c360
• Coordinate client retention initiatives across Concertiv’s fast-growing client-base
• Work closely with Client Success to plan strategic cross-sell opportunities
• Manage the on-boarding of new Concertiv clients with prep materials, notes, and project managing next steps
• Construct and present metric driven client performance reports in Excel and PowerPoint
• Support the Services team in complex initiatives ranging from bespoke client delivery, structuring new offerings, and rendering client “wins” into tangible case studies
• Collaborate cross-functionally to implement and enforce client-oriented processes related to Sales, Marketing, and Finance

You should have:

• 3 years of experience in a client-facing role, preferably in the financial services space
• Experience in managing successful client relationships with firm executives/C-suite
• Track record of retaining and growing satisfied clients
• Experience in Microsoft Excel and PPT creating error-free analyses and presentations
• Project management experience, particularly overseeing high priority projects on behalf of clients
• Excellent organizational and project management skills; ability to manage multiple projects simultaneously
• Proactive mindset that can drive results in a fast-paced environment with a high sense of urgency

Who will love this job:

• A competitor: you are motivated to deliver wins on behalf of clients
• A team player: you know when to collaborate and when to execute solo
• A problem solver: you ask the right questions and drive towards solutions with exceptional attention to detail
• A builder: you will develop our infrastructure, playbook, and process to support our growth

Benefits:

• Competitive compensation and upside potential
• Ground floor opportunity to shape the financial operations of an industry-disrupting business
• Exposure to business leaders across finance, law, consulting, technology, data, and corporate travel
• Sharp, motivated co-workers in a flexible office environment
• Generous Health, Dental, Vision Benefits, 401k, and Unlimited PTO Plan

Total Compensation: $75,000-$95,000/year

Onsite NYC: Monday-Thursday

Compensation:

The compensation listed in this posting reflects what Concertiv believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, education, and relevant work experience of the applicant along with the requirements of the position.