Client Manager

Client Manager

Business Analyst

Boston, MA

Asset Management

JO-1902-1188

We are looking to expand our client facing team. You will be joining the market leader in front office systems as they continue to expand their service offerings.

Essential Functions

• Manage a client base inclusive of the firm's largest and most complex strategic clients
• Contribute to client management team efforts outside of primary client management responsibilities (e.g. mentoring, recruiting, special projects, etc.)
• Contribute to market and client intelligence for the client management group and account teams
• Develop and utilize relationships with key business stakeholders at Customers to obtain visibility in client long term planning, plus facilitate discussion between the firm and Client Executive Management team.
• Is commercially aware and able to see the business strategy; has sufficient business and industry knowledge to present a vision of the industry's direction as it relates to the client and their business
• Makes sound decisions in difficult or ambiguous situations and defends positions despite the potential consequences
• Contribute to common client base topic and issue collaboration
• Assist Sales team to identify and foster revenue opportunities including additional application modules and services, training, or services
• Maintain frequent communication and collaboration with internal client account teams and business units
• Establish long-term, strategic objectives for each client and measure success against account plan goals
• Proactively assists clients with issue resolution, information requests, and interaction with other internal teams
• Maintain a regular cadence with clients, including onsite visits, project status calls, etc.
• Maintain awareness of market and industry trends and news relevant to the firm and client base
• Collaborate with account team to deliver important firm messages to client decision makers
• Exercises good judgement and decision making in internal and client interactions
• Maintains the accuracy of client information within the firm and capture meaningful information and client interactions into our internal CRM solution, SalesForce

Requirements and Qualifications

Minimum BA/BS degree (Finance/Technology discipline preferable)Minimum of 8 years' experience within the Financial Services /Software industryStrong verbal and written communication skills including the ability to articulate issues, options and resolutions verbally and in writing.Demonstrated ability to foster strong relationships with senior managers (C-Level) in large and small corporationsAbility to navigate within customer organizations to identify key decision makers, users and influencersAbility to assess client satisfaction and value proposition achieved with Charles River enterprise solutionPrior Relationship/Client management background or acted in a similar capacity.Minimum of 5 years prior Relationship/Client management experience or equivalent at a financial services / software firmProactive account management skills and a track record of balancing the demands of multiple client accounts.Ability to navigate within customer organizations to identify problems and solutionsAble to differentiate and work at strategic and tactical levels simultaneouslyAble to multi-task and manage simultaneous priorities without close supervisionTravel to customer sites 20% – 40% per calendar yearProven organizational skills with attention to detail.Self-motivated with the ability to operate independently and as a member of a team.Strong analytical and problem-solving skills.Flexibility with schedule and ability to work beyond regular business hours.