Head of Client Relationship Management, North America
Core
Leads the regional CRM organization to drive client relationship excellence, retention, and revenue growth for Apex Group's fund administration and middle office solutions in the US and Canada.
Role type
Senior leadership, Head of Client Relationship Management
Builds
Client retention and revenue growth strategies for fund administration clients
Domain
Financial services, Fund Administration, Middle Office
Deliverable
client delivery
Required skills
Strategic leadership, commercial acumen, executive presence, team coaching, account planning, risk management, cross-functional alignment
Preferred skills
Global multi-jurisdiction experience, scaling teams, M&A integration, Salesforce familiarity
Responsibilities
Set strategic direction for the CRM team, oversee key client relationships and governance, drive revenue retention and expansion, embed CRM/CSM collaboration, coordinate executive sponsor engagement, align with Sales/Ops/Product/Finance
Seniority
Senior, hands-on IC with strategic leadership scope
