Client Relations Executive – Investment Portfolio

🕒 il y a 4 mois

🇺🇸 États-Unis – Télétravail

⏰ Temps Plein

🟠 Senior

🔴 Expert

💸 Planification et Analyse Financières (FP&A)

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CENTRL Inc

Site WebLinkedInTous les Emplois

51 - 200 employés

💸 Finance

🤖 Intelligence artificielle

📋 Conformité

💰 Series B en 2016-11

Finance • Artificial Intelligence • Compliance

CENTRL Inc. est une entreprise spécialisée dans la fourniture de plateformes avancées alimentées par l'IA pour automatiser les processus de diligence raisonnable et de gestion des risques pour le secteur des services financiers. Leurs solutions incluent DD360 pour la gestion des investissements, BNM360 pour la gestion des réseaux bancaires, et Vendor360 pour la gestion des risques des fournisseurs. Les plateformes offrent des flux de travail automatisés, une gestion centralisée des données, des analyses avancées, et des portails faciles à utiliser pour divers utilisateurs tels que les investisseurs, les gestionnaires de fonds et les fournisseurs tiers. CENTRL Inc. vise à améliorer l'efficacité et la précision dans la gestion de la diligence raisonnable, des risques fournisseurs, et de la conformité à travers leur gamme de produits, en utilisant des technologies d'IA et d'apprentissage automatique pour fournir des perspectives exploitables et rationaliser les processus complexes.

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

🎯 Exigences

• 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

🏖️ Avantages

• Competitive base compensation package • Performance-based bonuses