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Client Manager at State Street

Posted in General Business 30+ days ago.

This job brought to you by eQuest

Type: Full-Time
Location: Burlington, Massachusetts





Job Description:


  • Primary Purpose of Position:


    • Manage a book of CRD client relationships with responsibility for client satisfaction, retention, and product adoption. The client manager is the primary contact for all client matters including interaction with other CRD business lines, revenue opportunities, and issue resolution.

    Essential Functions:



    • Manage a client base of CRD select or strategic clients

    • Assist Sales team to identify and foster revenue opportunities including additional application modules and services, training, or services

    • Collaborate with sales to plan and execute a SaaS migration strategy with current on-prem Customer.

    • Maintain frequent communication and collaboration with internal client account teams and business units

    • Establish long-term, strategic objectives for each client and measure success against account plan goals

    • Proactively assists clients with issue resolution, information requests, and interaction with other CRD teams

    • Maintain a regular cadence with clients, including onsite visits, project status calls, etc.

    • Maintain awareness of market and industry trends and news relevant to CRD and client base

    • Facilitate the development relationships with C-suite and other senior client personnel to gain understanding of client strategy and CRD’s place in achieving that strategy

    • Ability to identify At-Risk clients, working closely with Sales and Client Management leadership to prepare and execute plans to resolve At-Risk situations

    • Collaborate with account team to deliver important CRD messages to client decision makers

    • Collaborate with marketing team on promoting key CRD activities including, but not limited to; webinars, user conference, trade shows, etc.

    • Exercises good judgement and decision making in internal and client interactions

    • Maintains the accuracy of client information within CRD and capture meaningful information and client interactions into our internal CRM solution, SalesForce.


    Non-Essential Functions:


    • Perform other duties as assigned.

    Requirements and Qualifications:



    • Minimum BA/BS degree ( Finance/Technology discipline preferable)

    • Minimum of 5 years’ experience within the Financial Services /Software industry

    • Strong verbal and written communication skills including the ability to articulate issues, options and resolutions verbally and in writing.

    • Demonstrated ability to foster strong relationships with senior managers (C-Level) in large and small corporations

    • Ability to navigate within customer organizations to identify key decision makers, users and influencers

    • Ability to assess client satisfaction and value proposition achieved with Charles River enterprise solution

    • Prior Relationship/Client management background or acted in a similar capacity.

    • Ability to navigate within customer organizations to identify problems and solutions

    • Able to differentiate and work at strategic and tactical levels simultaneously

    • Able to multi-task and manage simultaneous priorities without close supervision

    • Travel to customer sites 20% – 40% per calendar year

    • Proven organizational skills with attention to detail.

    • Self-motivated with the ability to operate independently and as a member of a team.

    • Strong analytical and problem-solving skills.

    • Flexibility with schedule and ability to work beyond regular business hours.


    Physical Requirements:



    • Involves work of a general office nature usually performed in a stationary position (E.G. sitting or standing) such as answering the phone, operation of a computer, and/or operation of a photocopier.

    • Involves movement between departments to facilitate workflow.

    • Requires travel to client locations and, if remote, to CRD head office


    Internal and External Contacts:



    • Interfaces regularly in both verbal and written form with all levels of professionals.

    • Interfaces regularly with external customers and other parties.


    Reporting Structure:


    • Reports to Client Management Director, who provides supervision, guidance and evaluates work performance on a periodic basis.

    Equal Opportunity Employment Resources
    As an Affirmative Action/Equal Opportunity Employer, we consider applications for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
    As an equal opportunity employer, State Street Corporation is committed to a diverse workforce and is also committed to a barrier-free employment process. In order to ensure reasonable accommodations for individuals protected by Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veterans’ Readjustment Assistance Act of 1974, and Title I of the Americans with Disabilities Act of 1990, as amended, individuals that require accommodation in the job application process for a posted position may contact us at DisabilityAssistance@statestreet.com or (617) 664-0007 for assistance.



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      Posted 30+ Days Ago


      Full time


      R-606365

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    As an Affirmative Action/Equal Opportunity Employer, we consider applications for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. For more information, for U.S. jobs only, please read our CEO Statement.







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