Client Manager - Investment Software, AVP - Charles River Development
Core
Strategic Client Manager for Investment Software, responsible for client satisfaction, retention, and growth by ensuring effective delivery of Charles River IMS projects and services.
Role type
Senior Account Management / Client Success Manager
Builds
Strategic partnerships and long-term client relationships for Investment Management Software
Domain
Financial Services / Investment Management Software
Deliverable
client delivery
Required skills
Strategic account management, IMS product knowledge, stakeholder engagement, issue resolution, revenue growth identification, market trend analysis
Preferred skills
Asset Management experience, Relationship Management, Business Analysis
Technologies
Charles River IMS
Responsibilities
Manage a book of IMS accounts with high-touch engagement including onsite visits; Develop relationships with senior client personnel to align on strategy; Collaborate with internal teams for project delivery and issue resolution; Assist sales team in identifying revenue opportunities; Maintain awareness of investment management market trends.
Seniority
Senior, hands-on IC