What are the responsibilities and job description for the Client Relationship Manager - AM position at Think Consulting?
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
Benefits
Equal Opportunity Employer, including disability and protected veteran status
