Strategic Relationship Director - Enterprise SaaS

InvestCloudOct2024; United States; On-site; USD 175,000 - 185,000; Full time

Job summary

InvestCloud seeks a Relationship Manager to foster strong client relationships, understand business needs, and ensure successful delivery of products and services. You will engage with senior client stakeholders to drive satisfaction, retention, and growth across our offerings.

In this client-facing role, you will orchestrate onboarding, solution delivery, renewals, and strategic account planning, collaborating with Customer Success, delivery, and product teams to align objectives with client

Qualifications

• Bachelor's degree in Business Administration, Marketing, or a related field.
• 10+ years of account and sales management experience.
• 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, trusted relationships with key clients by taking a consultative, business-oriented approach to understanding their objectives, challenges, and opportunities.
• Retain and grow revenue by maintaining accountability for renewals, planning, and forecasts, and coordinating with Customer Success, delivery, and product teams.
• Develop and implement strategic account plans to align with clients' goals and drive mutual success.
• Conduct thorough needs assessments to identify upsell or cross-sell opportunities.
• Educate clients on best practices and industry trends to maximize value from offerings.
• Monitor and analyze key performance indicators to track client satisfaction and drive optimization.
• Lead contract renewal discussions, negotiate terms, and address renewal risks.
• Drive revenue growth by expanding business with existing clients through C-level relationships and new business development.
• Stay informed about market trends, competitor activities, and industry developments.

Skills

Client relationship management

C-suite interface

Negotiation

Communication

Project management

Strategic thinking

Revenue growth

Education

Bachelor's degree in business administration/marketing or related field

Job description

InvestCloud seeks a Relationship Manager to foster strong client relationships, understand business needs, and ensure successful delivery of products and services. You will engage with senior client stakeholders to drive satisfaction, retention, and growth across our offerings.

In this client-facing role, you will orchestrate onboarding, solution delivery, renewals, and strategic account planning, collaborating with Customer Success, delivery, and product teams to align objectives with client