Senior Vice President, Client Value Management
Confidential
Senior Vice President, Client Value Management
About the Company
Rapid-growing financial services firm
Industry
Financial Services
Type
Privately Held, VC-backed
Founded
2021
Employees
201-500
Categories
- Analytics
- Consulting
- Advice
- Consulting & Professional Services
- Financial Services
Specialties
- customer strategies
- marketing/sales effectiveness
- pricing
- channel optimization
- distribution
- risk management
- customer strategy
- m & a support
- operations & systems
- technology solutions
- workforce & performance management
- and financial services consulting
Business Classifications
- B2B
- SAAS
- Enterprise
About the Role
The Company is seeking a Senior Vice President for Client Value Management, a pivotal role focused on customer success and retention. The successful candidate will be responsible for founding and leading the Client Value Management function, with a clear mandate to ensure that every client realizes the value they expect from the company's products and services. This includes designing the operating model, hiring and developing the team, and establishing governance to enhance client value realization and predictable renewal outcomes. The role demands a leader who can build the function from the ground up, with a strong emphasis on improving gross revenue retention across the enterprise portfolio. Applicants for this role at the company should have a proven track record in founding or rebuilding a post-sales, customer success, or client value organization, particularly in the context of enterprise software and services. Financial services client experience is highly preferred, as is the ability to analyze portfolio performance and identify systemic risks. The role requires a leader with high emotional intelligence, structured problem-solving skills, and the ability to operate effectively in a dynamic environment. The SVP will also be expected to lead at the client executive level, serving as the primary point of contact for key enterprise accounts and influencing internal teams based on the voice of the client.
Hiring Manager Title
Chief Commercial Officer
Functions
- Account Management/Optimization
$180.22k - $299.64k
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$180.22k - $299.64k
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$215k - $285k
...funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset... ...seamless client experience. Client Service Relationship Managers at a Senior Vice President level are responsible for managing assigned client portfolios...SeniorTemporary workWork at officeLocal area$180.22k - $299.64k
...initiatives and leading all aspects of media planning for key client account. Responsibilities Responsible for developing, implementing... ...media plans Supervising, training, and developing staff (managing workload, delegating, and managing projects and resources,...SeniorTemporary workFreelanceLocal areaFlexible hours- ...Max: 225000Role Overview:We are seeking a Fixed Income Client Portfolio Manager at Senior Vice President level level to join the Client Portfolio Management... ...:Effectively communicate BNY Investments history and value proposition as an asset management firm.Effectively communicate...SeniorFull timeWorldwideFlexible hours
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- ...initiatives and leading all aspects of media planning for key client account.ResponsibilitiesResponsible for developing, implementing... ...strategy and media plansSupervising, training, and developing staff (managing workload, delegating, and managing projects and resources,...SeniorTemporary workFreelanceLocal areaFlexible hours
$102k - $228k
...technologies to collaborate with clients, driving transformative solutions... ...future team member for the role of Senior Vice President, Fund/Client Accounting Manager to join our Fund Accounting team,... ...including determining net asset values, calculating fund performance,...SeniorFull timeTemporary workWork experience placementWorldwideFlexible hours- ...International Americas, LLC is seeking a Senior Vice President, Client Solutions & Planning- Pharma to lead... .... You will mentor senior teams, manage P&L, and drive integrated solutions across... ...ability to articulate strategic value to C-suite partners. #J-18808-Ljbffr...Senior
$180k - $210k
iCapital is seeking a Senior Vice President, Client Delivery to lead a significant portion of the Broker Dealer channel within the growing Annuities Platform team. Reporting to the Managing Director and Chief Delivery Officer, this individual will be responsible for driving...SeniorFull timeWork at officeRemote work$146.49k - $230.46k
Senior Vice President, Client Operations - Publicis CoLab | New York, NY The VP, Client Operations ensures that the Agency and assigned client business... ...meet the needs of a growing, global business Develop and manage client scopes of work Lead scope development process in...SeniorContract workTemporary workFor contractorsFreelanceFlexible hours- ...In this role, you’ll make an impact in the following ways: Support key client relationships as primary point of escalation and coordination across accounting services. Oversee the preparation and review of financial statements, ensuring accuracy and compliance with...SeniorFull timeWork experience placement
- ...We're seeking a future team member for the role of SVP, Client Service Manager to join our Prime Services team in Markets. This role is located in New York, NY. BNY | Pershing's Institutional Solutions team delivers one of the industry's most trusted and resilient global...SeniorFull timeFlexible hours
$176.72k - $265.08k
...Category: Business StrategyCompany: CitiThe Business Unit Group Manager is a senior-level position responsible for the overall administrative... ...Profit & Loss (P&L), including appropriate accruals, client allocations, the impact of capitalization, recovery and fixed...SeniorFull timeContract work- BNY Mellon in New York seeks a Senior Vice President, Client Executive to lead strategic client partnerships within the BNY Investments team. You will manage large institutional relationships and drive revenue growth across asset classes from Boston, New York, San Francisco...Senior
- ...Senior Vice President, Claims Strategy, Operations & Alternative Risk and... ...capital creatively through our Client Centric, Risk Centric and... ...technology continues to evolve. We value curiosity, critical thinking... ...-Party Administrator (TPA) Management, Programs & Alternative Risk...Senior
$225k - $250k
...Senior Vice President Performance Media, Planning in New York, New York, United... ...across a high-impact client portfolio. You translate complex... ...investment levels Manage budget governance: Oversee client... ...identity narrative for high-value new business pitches, demonstrating...SeniorWork at officeLocal areaShift work3 days per week- ...Senior Vice President, Corporate Communications BNY New York, NY, USA... ...technologies to collaborate with clients, driving transformative... ...counseling senior leaders and managing issues ~ Excellent communication... ...your financial goals as a valued member of our team, along...SeniorWorldwideFlexible hours
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- ..., the trust and loyalty of clients, and the dedication of our... ...strong and counting. Overview Senior Vice Presidents are members of the agency’s... ..., dedicated and profitable management/tracking of client’s... ...while expressing the company’s values in all aspects of their ethical...SeniorWork at office
$190k - $210k
...Overview We are seeking an experienced Senior Manager within Market Risk with deep expertise... ...spreads, volatility, liquidity and relative‑value dynamics. Excellent analytical and... ...action employer. We support our clients in the energy transition and are committed...SeniorWork at officeLocal area- ...technologies to collaborate with clients, driving transformative... .... BNY is seeking a Senior Vice President, AI Enablement Lead for Network... ...adoption, execution, and value realization of AI capabilities... ...AI teams, including management of dependencies, handoffs,...SeniorWorldwideFlexible hours
$186k - $250k
...Senior Vice President, Product & Corporate Communications About Us: We’... .... Pushing ourselves and our clients to think bigger. Moving beyond... ...Reporting directly into the Managing Director of the Marketing... ...satisfaction Live our agency values every day, and most...SeniorWork experience placementSummer workWork at officeLocal areaImmediate startRemote workFlexible hours$180k - $220k
...Crisis & Litigation. Our clients are ambitious, complex... ...’re looking for A senior communications leader... ...practice. The Senior Vice President operates with a high degree... .... Career manage staff; conduct performance... ...consistent with Infinite’s values (integrity, agility,...SeniorContract workWork at officeLocal areaImmediate startWork from home
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