Job Description

Hybrid : Onsite T/W/TH in New York, NY

We are seeking a proactive and entrepreneurial Client Relationship Manager to join a growing Fintech client. In this role, you will be responsible for managing and expanding relationships with a growing client base, with a primary focus on asset managers. The CRM will play a critical role in onboarding clients, driving platform engagement, and securing renewals and upsells.

Key Responsibilities

• Build and maintain strong relationships with current clients.
• Engage with various client teams (e.g., RFP, Sales/Distribution, and Marketing) to understand their needs and use cases.
• Systematically onboard and implement clients onto the platform, following up to ensure engagement.
• Deliver platform demos and updates to client teams, coordinating with internal colleagues when necessary.
• Ensure clients remain responsive and engaged, driving their platform usage.
• Address client queries and support internal sales and CRM teams.
• Collect client feedback and collaborate with the technology team to develop new services and tools.
• Drive strategic initiatives, identify new opportunities, and collaborate with internal teams.

Required Qualifications

• 5–7 years of experience working with clients in SaaS, fintech, or the investment management industry (preferably in Client Success, Business Development, or Account Management).
• Understanding of SaaS platforms, due diligence processes, and basic knowledge of the investment management industry preferred; curiosity to learn is essential.
• Strong project management skills with the ability to translate client needs into actionable plans and monitor progress.
• Excellent communication and interpersonal skills to build lasting relationships and navigate diverse cultural and business scenarios.
• Proven ability to manage multiple client issues simultaneously and negotiate effectively.
• Self-motivated and process-oriented with a desire to challenge the status quo and drive improvements.
• Pragmatic problem-solving skills with a collaborative, team-oriented mindset.

Equal Opportunity Employer, including disability and protected veteran status

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