What are the responsibilities and job description for the Client Relationship Manager - SaaS position at Think Consulting?
Our client in the SaaS fintech space is adding a Client Relationship Manager to their team due to a promotion of an existing team member.
Hybrid : 3 days / week
Location : Sparks, MD
The role
The Client Success Manager will work directly with manager research teams to onboard them onto the platform and facilitate the ongoing collection and review of fund due diligence information. In this role, they will provide orientation to new users, demonstrate platform functionality, offer guidance on best practices, and gather user feedback to inform continuous platform enhancements. As a client-facing position, the majority of interactions will occur via phone and video, with occasional travel to client offices as needed.
Key Responsibilities
- Drive the growth and retention of manager research team user community.
- Analyze DDQs and fund data to optimize implementation for diverse investor needs across various fund types.
- Collaborate with global client-facing teams to ensure an exceptional experience for fund investor clients.
- Work with offshore engineering teams to solve clients minor and / or complex problems
- Cultivate and maintain strong client relationships, ensuring satisfaction and long-term engagement.
- Develop and execute strategies to increase adoption of platform across the Open-End and ETF sectors.
- Partner with technology and client teams to address user challenges with innovative solutions.
- Implement and manage a comprehensive communications strategy for manager research teams.
Required Qualifications
Preferred Qualifications
Benefits
Equal Opportunity Employer, including disability and protected veteran status
