Client Relations Executive – Investment Portfolio

🕒 vor 4 Monaten

🇺🇸 Vereinigte Staaten – Remote

⏰ Vollzeit

🟠 Senior

🔴 Experte

💸 Finanzplanung und Analyse (FP&A)

🦅 H1B-Visum-Sponsor

Dieses Unternehmen hat in der Vergangenheit H1B-Visa gesponsert.

Jetzt Bewerben

Ähnliche Remote-Jobs finden

E-Mails für Remote-Jobs erhalten

📊 Überprüfen Sie Ihre Lebenslauf-Bewertung für diese Stelle

Verbessern Sie Ihre Chancen auf ein Vorstellungsgespräch, indem Sie Ihre Lebenslauf-Bewertung vor der Bewerbung überprüfen.

Lebenslauf hochladen

CENTRL Inc

WebsiteLinkedInAlle Stellen

51 - 200 Mitarbeiter

💸 Finanzen

🤖 Künstliche Intelligenz

📋 Compliance

💰 Series B im 2016-11

Finance • Artificial Intelligence • Compliance

CENTRL Inc. ist ein Unternehmen, das sich auf die Bereitstellung fortschrittlicher KI-gestützter Plattformen zur Automatisierung von Due Diligence und Risikomanagement-Prozessen für die Finanzdienstleistungsbranche spezialisiert hat. Ihre Lösungen umfassen DD360 für das Investmentmanagement, BNM360 für das Banknetzwerk-Management und Vendor360 für das Lieferanten-Risikomanagement. Die Plattformen bieten automatisierte Workflows, zentrale Datenverwaltung, fortschrittliche Analysen und benutzerfreundliche Portale für verschiedene Nutzer wie Investoren, Fondsmanager und Drittanbieter. CENTRL Inc. strebt an, die Effizienz und Genauigkeit bei der Verwaltung von Due Diligence, Lieferantenrisiken und Compliance durch ihre Produktpalette zu verbessern, indem sie KI- und maschinelle Lerntechnologien einsetzen, um umsetzbare Einblicke zu bieten und komplexe Prozesse zu vereinfachen.

Beschreibung

• 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

🎯 Anforderungen

• 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

🏖️ Vorteile

• Competitive base compensation package • Performance-based bonuses