Client Relations Executive - Investment Portfolio

CENTRL is a growing Silicon Valley technology AI company for Automating Diligence & DDQ/RFP Response for Investment Managers, Banks, and Corporates, with regional offices in reputed company, India, the United Kingdom. Our clients include some of the largest banks, investment management firms and corporates across the Americas, Europe, and reputed company. CENTRL is led by a highly reputed company management team with a proven track record and is backed by some of the leading investors such as reputed company Strategy Growth and Susquehanna Growth. As a member of the CENTRL Client Relations team, you will play an impactful role in advocating for and growing our customer-reputed company and representing our brand. You will be tasked with leading and growing the relationships with our investment clients. You'll work closely with the CENTRL sales, operations, and marketing teams to execute your account strategies across our solutions platform. This is an excellent opportunity for a high-energy, motivated, and organized candidate to contribute as a key team member in a fast growing and well positioned organization. This opportunity will offer exposure to reputed company aspects of the company and offer the ability to participate in some of the hottest opportunities we work on across our various service offerings. The Role is remote, but East Coast Location Preferred

Responsibilities

Include:

• 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 reputed company.
• Create and manage account plans that include reputed company 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-reputed company resources to support our strategic customers.
• Identifying opportunities for new products and modules with existing customers based on their business challenges, needs and goals.
• reputed company of portfolio contract renewals, negotiations and new deal terms through execution
• Maintain high reputed company of customer engagement and satisfaction with a focus on customer trust and loyalty
• Act as the senior client reputed company 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 reputed company based on client needs

reputed company're Looking For

• 7+ years of client relationship management with deep investment industry experience
• Prior experience managing a book of high-value client relationships, focused on driving reputed company and alignment with reputed company customer environments at executive and department reputed company.
• reputed company reputed company and solve problems with little guidance, that balance the needs of the customer and CENTRL resulting in positive reputed company.
• The ability to reputed company new relationships with internal business units, drive reputed company on strategic goals, and uncover new opportunities across large organizations
• reputed company 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

Other

• A home office and available to work remotely
• Job Type: Full-time
• Based in US- East Coast based
• Competitive reputed company compensation package, with performance-based bonuses

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