Demo

Client Engagement Manager

Action Technology
Stamford, CT Full Time
POSTED ON 1/16/2025
AVAILABLE BEFORE 4/3/2025

A successful candidate for this role should be able to familiarize themselves with client's platforms and engage with customers and potential customers on their usage of client's products. The candidate should have excellent communication skills, both written and verbal, enabling them to explain to clients how features in the platform are used, potentially leading to sales of new features for existing clients. The candidate should be detail-oriented and should quickly grasp new financial concepts presented to them. The goal of this role is to make sure clients continuously use platforms and continue to subscribe to client's products. The candidate will contact customers regularly to obtain feedback on their usage of products. The candidate will analyze that feedback and figure out better ways to keep clients engaged.

Key Responsibilities

  • Build and maintain relationships with clients.
  • Communicate with all clients on a recurring basis.
  • Develop strategies to engage with prospects and clients.
  • Analyze client feedback and figure out what we can be doing better.
  • Guide Valitana users through ways to better leverage client's offerings.
  • Create video guides to help clients walk through different parts of the platform.
  • Connect with clients to make any necessary updates on their end to utilize the platforms better.

Qualities of Successful Candidates

  • Can communicate professionally with clients
  • Ability to analyze data from customer feedback
  • Understands new concepts quickly
  • Ability to keep track of all clients and their feedback
  • Solid math and problem solving skills
  • Need to have some experience working at a financial firm - preferable with an analytics platform or portfolio management platform.
  • Preferred Skills and Experience

  • General familiarity of financial concepts across multiple asset classes
  • Experience supporting clients
  • Analysis of data (in this case analyzing customer feedback)
  • Mailchimp (or other automated emailing platform)
  • If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Client Engagement Manager?

    Sign up to receive alerts about other jobs on the Client Engagement Manager career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $95,951 - $128,520
    Income Estimation: 
    $136,551 - $185,658
    Income Estimation: 
    $51,050 - $68,081
    Income Estimation: 
    $59,001 - $77,833
    Income Estimation: 
    $59,001 - $77,833
    Income Estimation: 
    $73,754 - $99,306
    Income Estimation: 
    $41,527 - $53,091
    Income Estimation: 
    $47,809 - $60,449
    Income Estimation: 
    $73,754 - $99,306
    Income Estimation: 
    $98,363 - $136,806
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at Action Technology

    Action Technology
    Hired Organization Address Henrico, VA Full Time
    We are currently seeking an Electrical Operations Mechanic's to join the team. Individual will maintain steady and compl...
    Action Technology
    Hired Organization Address New York, NY Full Time
    Expertise C#, Javascript, TypeScript (and related frameworks such as Angular and React) Software Engineer role entails r...
    Action Technology
    Hired Organization Address Stamford, CT Full Time
    This role can be mid level to more senior level and compensation will be dependent upon experience About the Company Our...
    Action Technology
    Hired Organization Address Greenwich, CT Full Time
    This role will assist in the accounting functions for publicly traded entities. The Fund Accountant will report to the C...

    Not the job you're looking for? Here are some other Client Engagement Manager jobs in the Stamford, CT area that may be a better fit.

    Manager of Culture and Employee Engagement

    The Acuity Group, Greenwich, CT

    AI Assistant is available now!

    Feel free to start your new journey!