Client Relations Executive – Investment Portfolio

🕒 January 14

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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CENTRL Inc

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

🤖 Artificial Intelligence

📋 Compliance

💰 Series B on 2016-11

Finance • Artificial Intelligence • Compliance

CENTRL Inc. is a company that specializes in providing advanced AI-powered platforms to automate due diligence and risk management processes for the financial services industry. Their solutions include DD360 for investment management, BNM360 for bank network management, and Vendor360 for vendor risk management. The platforms offer automated workflows, centralized data management, advanced analytics, and easy-to-use portals for diverse users such as investors, fund managers, and third-party vendors. CENTRL Inc. aims to enhance efficiency and accuracy in managing due diligence, vendor risks, and compliance through their suite of products, utilizing AI and machine learning technologies to provide actionable insights and streamline complex processes.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• Competitive base compensation package • Performance-based bonuses