What are the responsibilities and job description for the Client Relationship Manager position at Linedata Services?
Sales & Client Management
Boston
Hybrid
About Us
WHY Linedata?
Linedata is an award-winning software solutions company. We believe finance matters to our society as much as energy to life and fueling financial transformation is vital for development and leadership.
We humanize technology :
We are passionate experts who provide investment management and credit communities with innovative, user-friendly products which help their businesses grow in over 50 countries
Our environment is international, ego-free and relaxed. We believe in building confidence through giving clear responsibilities to our team members and managing to given goals and targets. We celebrate success and we enjoy each other’s company
We employ more than 1100 employees representing 40 nationalities spread throughout our offices in 14 countries. We believe in mobility, diversity & teamwork.
Our mission is to continue to find new ways to create and build flexible, mission-critical software and services and to stay on the cutting edge of the financial software space.
JOIN THE MOVEMENT
We provide the investment management and credit communities with an innovative, user-friendly suite of products that, through detailed market and client insights, help their business to grow in over 50 countries.
We are transforming the financial services community which is in constant evolution.
With our agility, we make technology simple & accessible for our users. Let’s work together to achieve the best solutions for our clients.
Chat with our insiders and learn more about your future role at Linedata! Start the conversation: here
Commitment to Diversity
We recognize, celebrate, and seek to increase diversity across our organization. Diversity is an asset to organizations and is linked to better performance. It is an integral part of how we do business and imperative to our success. As an international Group, we also believe that our people need to reflect our clients and local communities.
Linedata is an Equal Opportunity Employer. We are committed to complying with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation based on an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information, marital status, sex, gender, age, sexual orientation, veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws.
Job Description
As a member of the North America Sales Team, the Client Relationship Manager is responsible for a portfolio of clients with regard to the overall satisfaction of the client. The primary responsibilities of the position include ongoing account management, driving client retention, satisfaction and management of commercial opportunities within client base. This is a quota carrying position.
This position requires an advanced client service approach, a high level of professionalism, strong analytical and problem solving skills and the ability to influence stakeholders and decision makers both inside the Linedata organization and within the assigned book of clients.
The ideal candidate will have 5 years' experience in progressively responsible roles relating to account management in the software development or financial services industry.
Essential Duties/Responsibilities
- Build strong and positive relationships with business owners, C-level executives, project sponsors, stakeholders, influencers, and decision makers to ensure the highest level of client satisfaction and referenceability within assigned book of clients.
- Proactively identify client’s needs and identify additional business/revenue opportunities using a consultative approach.
- Manage full sales cycle: Develop, advance, and close sales opportunities and software agreements
- Understand key initiatives, both short and long-term, at assigned client organizations and leverage that knowledge into business opportunities for Linedata.
- Act as primary point of contact and escalation for assigned clients for all operational, commercial, contractual and service related deliverables (excluding day-to-day support).
- Develop and execute on action oriented tactical and strategic account plan for each client assigned.
- Assess customer satisfaction and value proposition achieved within client base on products and services retained by client.
- Actively contribute to knowledge sharing within the Linedata organization on client needs, trends and context as well as industry experience in support of the advancement of Linedata’s suite of products and services.
Job Requirement
- Bachelor’s Degree ( Finance/Technology Discipline or relevant professional experience).
- 5 years of prior experience in an account management or equivalent role within the Financial/Software services industry (financial information systems preferred).
- Demonstrated ability to foster strong relationships with key stakeholders, influencers, and decisions makers up to and including C-level suite.
- Proven ability to contribute to new business development efforts and to lead and manage multiple tasks in a dynamic environment
- Ability to analytically assess client satisfaction and value proposition.
- Knowledge of the investment management industry with a focus on front, middle and back office processes, and systems.
- Proven ability to manage multiple priorities and balance client demands while meeting self-imposed deadlines for account management activities.
- Superior verbal and business writing skills.
- Travel is required for this position.
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