Client Manager
Ceres Group - Boston, MA
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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 industry * Strong 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 corporations * Ability to navigate within customer organizations to identify key decision makers, users and influencers * Ability to assess client satisfaction and value proposition achieved with Charles River enterprise solution * Prior 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 firm * Proactive 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 solutions * Able to differentiate and work at strategic and tactical levels simultaneously * Able to multi-task and manage simultaneous priorities without close supervision * Travel to customer sites 20% - 40% per calendar year * Proven 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. #LI-JW1
Created: 2024-07-07