Client Relationship Manager

Company Overview

We are a rapidly scaling financial services company changing the way the private markets operate. We are on a mission to be the trusted hub of the private markets, the one and done solution for investor onboarding, to allow investors a single access token to the private markets. Our platform leverages cutting-edge technology to revolutionize the private markets investor journey.   

  

We do this by living true to our core values: We challenge the norm, we change the way we think and work, by connecting systems and people, while committing to best practice. We are now looking to recruit an expert to join our global team.  

Position Overview:  

The Client Account Manager will play a critical role in establishing and maintaining strong relationships with our clients. You will be responsible for understanding client needs, ensuring customer satisfaction, and driving growth within our existing client base. This role requires a proactive and strategic approach to client management, excellent communication skills, and a deep understanding and extensive experience of the private markets landscape.

Responsibilities:  

Client Relationship Management:

• Develop and maintain strong, long-term relationships with key stakeholders within client organisations.
• Serve as the primary point of contact for clients, addressing any issues and providing solutions in a timely manner.
• Regularly communicate with clients to understand their needs, gather feedback, and identify opportunities for additional services.
• Nuture and grow an existing book of business within the UK and Europe, developing account strategy
• Work with the Head of Client Relationship Management to ensure consistent account growth and deliver on revenue targets

Account Management:

• Oversee a portfolio of assigned clients, ensuring they receive exceptional service and support.
• Monitor and analyse client usage of our services , providing insights and recommendations to optimise their experience.
• Collaborate with the sales team to identify opportunities for upselling and cross-selling additional products and services.

Client Onboarding and Training:

• Act as the principal point of contact during the onboarding process for existing clients , ensuring a smooth and successful implementation of our solutions.
• Provide training and support to clients, helping them maximize the value of our products.

Strategic Planning and Reporting:

• Develop and execute account plans to achieve client retention and growth targets.
• Prepare regular reports on client activity, satisfaction, and areas for improvement.
• Participate in regular business reviews with clients to discuss performance, challenges, and strategic goals.

Collaboration and Teamwork:

• Work closely with internal teams, including product development, marketing, and operations, to ensure a cohesive approach to client management.
• Act as the voice of the client within the organisation, advocating for their needs and influencing product development.

Qualifications:  

• Bachelor's degree in Business, Finance, or a related field. MBA or equivalent advanced degree is a plus.
• 5+ years of experience in client relationship management, account management, or a similar role within the fintech or financial services industry.
• Deep understanding of the private markets sector, including private equity, fund administration, and asset management.
• Proven track record of managing and growing client accounts.
• Excellent communication, negotiation, and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Ability to work independently and as part of a team in a fast-paced, dynamic environment.
• Proficiency in CRM software and Microsoft Office Suite.
• Willingness to travel across Europe as needed. Limited international travel may be required

  

 Key result areas:  

  

Embrace Commitment: Dedicate yourself to maintaining a high level of professionalism and reliability in all tasks.

Foster Connection: Cultivate strong, collaborative relationships within the team and with external partners.

Embrace Change: Adapt swiftly to new processes and technologies to enhance office efficiency.

Embrace Challenge: Approach obstacles with a problem-solving mindset to drive the company's success.  

Benefits:   

• Competitive compensation package
• Match Pension contributions up to 5%
• Flexibility in work arrangements, accommodating remote work options.
• Opportunities for professional growth and career advancement.