Client Relations Executive – Investment Portfolio

🕒 Janeiro 14

🇺🇸 Estados Unidos – Remoto (EUA)

⏰ Tempo Integral

🟠 Sênior

🔴 Especialista

💸 Planejamento e Análise Financeira (FP&A)

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CENTRL Inc

SiteLinkedInTodas as Vagas

51 - 200 funcionários

💸 Finanças

🤖 Inteligência Artificial

📋 Conformidade

💰 Series B em 2016-11

Finance • Artificial Intelligence • Compliance

A CENTRL Inc. é uma empresa que se especializa em fornecer plataformas avançadas impulsionadas por IA para automatizar processos de due diligence e gestão de riscos para a indústria de serviços financeiros. Suas soluções incluem DD360 para gestão de investimentos, BNM360 para gestão de rede bancária e Vendor360 para gestão de riscos de fornecedores. As plataformas oferecem fluxos de trabalho automatizados, gestão centralizada de dados, análises avançadas e portais fáceis de usar para diversos usuários, como investidores, gestores de fundos e fornecedores terceiros. A CENTRL Inc. tem o objetivo de aumentar a eficiência e a precisão na gestão de due diligence, riscos de fornecedores e compliance por meio de sua suíte de produtos, utilizando tecnologias de IA e machine learning para fornecer insights acionáveis e simplificar processos complexos.

Descrição

• Maintain and grow a portfolio of investment market clients, while working with existing teams to drive adoption, retention, and expansion of the CENTRL product suite across the organization • Work with clients to understand their challenges, business drivers, strategic goals, and desired business outcomes • Create and manage account plans that include success metrics, engagement models, communication plans, and expansion strategies • Partner closely with sales to pursue expansion opportunities, nurture executive relationships, and facilitate Executive Business Reviews • Work collaboratively with the Marketing team to build customer references, craft case studies, and co-develop resources to support our strategic customers • Identifying opportunities for new products and modules with existing customers based on their business challenges, needs and goals • Oversight of portfolio contract renewals, negotiations and new deal terms through execution • Maintain high levels of customer engagement and satisfaction with a focus on customer trust and loyalty • Act as the senior client advocate to help resolve critical client issues by engaging and leveraging the appropriate resources as needed • Partner closely with other cross-functional team members to translate business needs and product requirements into new solutions for customers • Facilitate QBR’s, recurring meetings and offsite meeting cadence based on client needs

🎯 Requisitos

• 7+ years of client relationship management with deep investment industry experience • Prior experience managing a book of high-value client relationships, focused on driving customer success and alignment with complex customer environments at executive and department levels • Make decisions and solve problems with little guidance, that balance the needs of the customer and CENTRL resulting in positive outcomes • The ability to develop new relationships with internal business units, drive progress on strategic goals, and uncover new opportunities across large organizations • Experienced in developing customer trust, driving customer allegiance and growing customer footprint • Demonstrated organizational skills with the ability to handle multiple tasks with different priorities • Excellent interpersonal, self-motivational and negotiating skills • Experience in risk management, bank network management and investment operational due diligence is a plus

🏖️ Benefícios

• Competitive base compensation package • Performance-based bonuses