Senior Client Relationship Manager

Jobtailor; Kansas; On-site; USD 110,000 - 160,000; Full time

Job summary

Jobtailor is seeking a seasoned Account Manager to manage strategic client relationships in the PA-BAS market, focusing on retention and growth.

You will collaborate with product, service delivery, and sales teams to understand client objectives and drive value through automation and process improvements, with an emphasis on mutual funds. The role requires strong presentation skills and a proactive, client-centric approach.

Qualifications

• Bachelor's degree in Business Administration, Finance, Accounting, Marketing, or a related field.
• MBA is a plus.
• Minimum of 7-10 years of experience in client relationship management, account management, or sales within the financial services or professional services technology sector.
• Proven track record of successfully providing client support.
• Strong understanding of the mutual fund industry.
• Excellent communication, interpersonal, and presentation skills, with the ability to articulate complex technical and business concepts to diverse audiences.
• Demonstrated ability to build rapport, influence stakeholders, and negotiate effectively.
• Self-motivated, proactive, and results-oriented with a strong client-centric approach.
• Proficiency in CRM software (e.g., Salesforce) and Microsoft Office Suite.

Responsibilities

• Manage and cultivate strong, long-lasting client relationships with assigned accounts in the PA-BAS sector.
• Act as the primary point of contact for clients, understanding their business objectives, challenges, and requirements.
• Develop and execute strategic account plans to achieve client retention, satisfaction, and revenue growth targets.
• Proactively identify automation opportunities and process improvements of the common initiatives frequently performed in the team.
• Collaborate closely with internal teams to ensure client needs are met and issues are resolved efficiently.
• Prepare and deliver compelling presentations, proposals, and reports to clients, showcasing the value and benefits of DST Technologies' offerings.
• Monitor client satisfaction, gather feedback, and implement strategies for continuous improvement.
• Stay informed about industry trends, competitor activities, and new product/service offerings relevant to the PA-BAS market.

Skills

Client Relationship Management

Account Management

Strategic Account Planning

Process Improvement

Automation Opportunities

Financial Services Knowledge

Sales Experience

Business Analysis

Negotiation Skills

Client Support

Education

Bachelor's Degree

MBA

Tools

CRM Software

Salesforce

Microsoft Office Suite

Job description

• Manage and cultivate strong, long-lasting client relationships with assigned accounts in the PA-BAS sector
• Act as the primary point of contact for clients, understanding their business objectives, challenges, and requirements
• Develop and execute strategic account plans to achieve client retention, satisfaction, and revenue growth targets
• Proactively identify automation opportunities and process improvements of the common initiatives frequently performed in the team
• Collaborate closely with internal teams (e.g., client relationship teams, product development, service delivery, technical support, operations, financial control) to ensure client needs are met and issues are resolved efficiently
• Prepare and deliver compelling presentations, proposals, and reports to clients, showcasing the value and benefits of DST Technologies' offerings
• Monitor client satisfaction, gather feedback, and implement strategies for continuous improvement
• Stay informed about industry trends, competitor activities, and new product/service offerings relevant to the PA-BAS market.

Requirements

• Bachelor's degree in Business Administration, Finance, Accounting, Marketing, or a related field
• MBA is a plus
• Minimum of 7-10 years of experience in client relationship management, account management, or sales within the financial services or professional services technology sector
• Proven track record of successfully providing client support
• Strong understanding of the mutual fund industry
• Excellent communication, interpersonal, and presentation skills, with the ability to articulate complex technical and business concepts to diverse audiences
• Demonstrated ability to build rapport, influence stakeholders, and negotiate effectively
• Self-motivated, proactive, and results-oriented with a strong client-centric approach
• Proficiency in CRM software (e.g., Salesforce) and Microsoft Office Suite.

Core Competencies

Demonstrates expertise in client relationship management and account strategy, with a strong focus on client retention and satisfaction in the financial services sector. Proficient in leveraging CRM tools and delivering impactful presentations to drive revenue growth and process improvements.

Highest-signal resume keywords

• Client Relationship Management
• Account Management
• CRM Software Proficiency
• Mutual Fund Industry Knowledge
• Presentation Skills

ATS Optimization Keywords

Hard Skills

• Client Relationship Management
• Account Management
• Strategic Account Planning
• Process Improvement
• Automation Opportunities
• Financial Services Knowledge
• Sales Experience
• Business Analysis
• Negotiation Skills
• Client Support

Soft Skills

• Communication Skills
• Interpersonal Skills
• Self-Motivated
• Proactive Approach
• Results-Oriented

Certifications & Qualifications

• Bachelor's Degree
• MBA

Industry Keywords

• PA-BAS Sector
• Financial Services
• Professional Services Technology
• Mutual Fund Industry
• Client Satisfaction
• Revenue Growth
• Industry Trends

Tools & Technologies

• CRM Software
• Salesforce
• Microsoft Office Suite