Relationship Manager - US

About Us:

We are a leading financial technology firm specialising in margin and collateral analytics, headquartered in London. Our innovative solutions empower financial institutions to optimise their margin and collateral management processes, enhancing efficiency and profitability.

Job Description:

As a US based Relationship Manager, reporting into the Global Head of Sales, you will play a crucial role in nurturing and strengthening relationships with our key clients and partners in the region. Your primary focus will be on client retention, ensuring the highest level of product adoption and satisfaction while also driving revenue growth through upselling our suite of products and services. This role has an assigned annual quota.

Responsibilities:

• Develop and maintain strong relationships with clients and partners in North America, serving as their primary point of contact for all inquiries, concerns, commercial opportunities, and strategic discussions.
• Proactive management of senior stakeholder relationships, including Heads of Trading / Risk / Operations, Portfolio Managers and COO's.
• Collaborate closely with internal senior management (CEO and Heads of Partnerships, Product and Sales) to align on global sales strategies and initiatives.
• You will work closely with the following teams to deliver a high touch, professional client experience: Sales, Customer Success, Pre-Sales, Delivery and Marketing
• Understand clients' business objectives, challenges, and opportunities to proactively identify areas where our current and roadmap solutions can address their needs.
• Conduct quarterly business reviews with clients to review performance metrics, identify areas for improvement, and explore opportunities for upselling additional services.
• Maintain accurate and up-to-date records of client interactions, including meetings, emails, and phone calls, using our CRM system.
• Stay informed about industry trends, regulatory changes, and competitive landscape to provide informed recommendations and insights to clients.
• Achieve and exceed assigned annual upsell quota, demonstrating a strong understanding of our product offerings and their value proposition.
• Represent the company at industry events, conferences, and client meetings to promote our brand and establish thought leadership.

Qualifications:

• Bachelor's degree in business administration, Finance, or related field. MBA or equivalent advanced degree preferred.
• Minimum of 5 years of experience in client-facing roles within the financial services industry, preferably in a technology or analytics-focused firm.
• Proven track record of successfully senior stakeholder relationships with key clients and driving revenue growth through upselling.
• Strong knowledge of derivatives, risk, margin and collateral calculations and treasury functions.
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients at all levels of the organisation.
• Highly organised with exceptional attention to detail and ability to manage multiple priorities in a fast-paced environment.
• Proficiency in CRM software and Microsoft Office suite.

Benefits:

• Competitive salary and performance-based incentives
• Comprehensive health plan
• 401(k) retirement savings plan
• Partial remote work options
• Professional development and training opportunities
• Dynamic and collaborative work environment with opportunities for growth and advancement

Join our global team and be part of a dynamic and innovative company that is revolutionising the financial services industry. Apply now to take the next step in your career as an Experienced Relationship Manager with us!