Demo

Client Relationship Manager

Think Consulting
Glencoe, MD Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 5/28/2025

Client Relationship Manager

We are seeking a Client Relationship Manager to join a growing Fintech client in NY, NY. 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.

Hybrid : On-Site in NY, NY 3 days per week

Primary Responsibilities :

  • Cultivate and nurture strong relationships with existing clientele.
  • Collaborate with various client teams (such as RFP, Sales / Distribution, and Marketing) to grasp their requirements and practical applications.
  • Methodically onboard and integrate clients onto the platform, ensuring ongoing engagement.
  • Conduct platform demonstrations and updates for client teams, coordinating internally as needed.
  • Drive client responsiveness and utilization of the platform.
  • Handle client inquiries and support internal sales and CRM teams.
  • Gather client feedback and collaborate with the technology team to innovate new services and tools.
  • Lead strategic initiatives, identify fresh opportunities, and foster internal collaboration.

Required Qualifications :

  • 5–7 years of experience in client-facing roles within SaaS, fintech, or investment management sectors (ideally in Client Success, Business Development, or Account Management).
  • Familiarity with SaaS platforms, due diligence processes, and foundational knowledge of investment management (desire to learn is critical).
  • Proficient in project management, converting client needs into actionable plans, and monitoring progress.
  • Exceptional communication skills to forge enduring relationships and navigate diverse business landscapes.
  • Proven track record in managing multiple client issues concurrently and negotiating effectively.
  • Self-driven, process-oriented, with a passion for challenging norms and driving improvements.
  • Pragmatic problem-solving abilities with a collaborative, team-focused approach.
  • Equal Opportunity Employer, including disability and protected veteran status

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