Ensuring a high touch engagement model with clients, including regular onsite visits, project status calls and executive engagements
Developing relationships with senior client personnel to gain understanding of client strategy and CRD’s alignment to achieving their strategy
Sustaining a strong understanding of the Charles River IMS and keeping up-to-date with current functionality.
Maintaining frequent communication and collaboration with internal client account teams and Alpha business units.
Establishing long-term, strategic objectives for each client and measure success against account plan goals
Proactively ensuring effective client issue resolution, project delivery, response to information requests, and collaboration with other CRD teams
Assisting the internal Sales team to identify and foster revenue opportunities including additional application modules and services, training or services
Maintaining awareness of the investment management market and industry trends and news relevant to CRD and client base

BA/BS degree in Finance, Technology or relevant discipline
5 years experience within the Financial Services / Software industry, preferred experience Asset Management and in Relationship Management, Business Analysis or similar functioning role
Demonstrable strong communication and presentation skills including the ability to articulate or present issues, options and resolutions verbally and in writing
Ability to foster strong relationships across client organizations, with senior managers and key decision makers in large and small firms, including good personal and working relationships with end users
Strong analytical and problem-solving skills
Ability to multi-task and successfully manage simultaneous priorities
Proven organizational skills with attention to detail
Self-motivated with the ability to operate independently and as a member of a team
Ability to travel to client sites 20% – 40% per calendar year

our retirement savings plan (401K) with company match
insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
paid-time off including vacation, sick leave, short term disability, and family care responsibilities
access to our Employee Assistance Program
incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
eligibility for certain tax advantaged savings plans

Client Manager, Investment Software – AVP

Key skills