Strategic Client Relationships Lead

InvestCloud, Inc.; United States; On-site; USD 175,000 - 185,000; Full time

Benefits offered by this job

Medical/Dental/Vision

Disability/Life Insurance

401(k) match

Paid time off

FSA/HSA

Job summary

InvestCloud, Inc. is seeking a Relationship Manager to foster strong client partnerships, ensure delivery of products and services, and drive satisfaction and retention. You will manage senior-level client relationships, navigate complex deals, and align product delivery with business objectives.

The role emphasizes growth via portfolio expansion and strategic account planning, with a focus on cross-functional collaboration across success, delivery, and product teams to meet client goals.

Qualifications

• Bachelor's degree in Business Administration, Marketing, or a related field.
• 10+ years of experience in account and sales management.
• 10+ years of financial services experience including RIAs, RIA Aggregators, Asset Managers, Wealth Managers, and Banks.
• Proven sales skills in complex deal development.
• Proven ability to interface at the C-suite level.
• Proven experience in client-facing roles, preferably in a B2B SaaS environment.
• Exceptionally strong communicator and influencer/negotiator with interpersonal skills that adapt to the audience.
• Excellent project management and organizational abilities.
• Strategic thinker with the ability to understand clients' business challenges and develop tailored solutions.
• Results-oriented mindset with a track record of driving client satisfaction and revenue growth.
• Knowledge of industry best practices and emerging trends in client relationship management.

Responsibilities

• Establish, build, and maintain strong relationships with key clients through a consultative, business-oriented approach.
• Retain and grow revenue by achieving renewals, planning, and forecasts; collaborate with Customer Success, delivery, and product teams.
• Develop and implement strategic account plans to align with client goals and drive mutual success.
• Conduct thorough needs assessments to identify opportunities for upselling or cross-selling.
• Educate clients on best practices and industry trends to maximize value from offerings.
• Monitor and analyze KPIs to track client satisfaction and drive optimization.
• Lead contract renewal discussions, negotiate terms, and address renewal risks.
• Drive revenue growth by identifying opportunities to expand business with existing clients.
• Stay informed about market trends and competitor activity to advise clients.

Skills

Client relationship management

C-suite stakeholder engagement

Strategic account planning

Negotiation & deal closing

B2B SaaS familiarity

Education

Bachelor's degree in Business Administration or related field

Job description

InvestCloud, Inc. is seeking a Relationship Manager to foster strong client partnerships, ensure delivery of products and services, and drive satisfaction and retention. You will manage senior-level client relationships, navigate complex deals, and align product delivery with business objectives.

The role emphasizes growth via portfolio expansion and strategic account planning, with a focus on cross-functional collaboration across success, delivery, and product teams to meet client goals.