The Relationship Manager plays a pivotal role in fostering strong relationships with InvestCloud's clients, understanding their business needs, and ensuring the successful delivery of products and services. This position requires exceptional communication skills, strategic thinking, and a customer-centric approach to drive client satisfaction and retention. This client facing role builds and maintains relationships at senior management level both externally and internally.
What does a great Relationship Manager do?
The Relationship Manager serves as a trusted advisor who is responsible for ensuring customer satisfaction with our products and services. They are accountable for expanding relationships with existing clients via product portfolio growth. The Relationship Manager is accountable for an assigned portfolio of clients and their retention and growth through engagement processes and solution delivery, on-boarding, and implementation. They serve as a trusted advisor to clients by understanding the client's goals, planning, and controlling delivery, mitigating risks and constraints, and expertly communicating internally and with clients to meet or exceed client requirements. The Relationship Manager develops successful client partnerships that result in high client satisfaction, retention, and growth and makes significant contributions to client success and solution delivery best practices.
Responsibilities of the role

• Client Relationship Management - Establish, build and maintain strong, trusted relationships with key clients by taking a consultative, business-oriented approach in understanding their business objectives, challenges, and opportunities.
• Retain and Grow Revenue - Work with the client as a valued and integral partner to achieving their goals resulting in revenue growth
• Direct accountability for account revenue goals (renewals), planning and forecasts
• Work closely with Customer Success/delivery and product to achieve project objectives
• Strategic Account Planning - Develop and implement strategic account plans to align with clients' goals and drive mutual success.
• Needs Assessment - Conduct thorough needs assessments to understand clients' requirements and identify opportunities for upselling or cross-selling additional products or services.
• Client Education - Educate clients on best practices, and industry trends to maximize their value from our offerings.
• Performance Monitoring - Monitor and analyze key performance indicators to track client satisfaction, identify areas for improvement, and drive continuous optimization.
• Contract Renewal and Negotiation - Partner with internal colleagues to lead contract renewal discussions, negotiate contract terms, legal inquiries, pricing, and proactively address any potential renewal risks.
• Revenue Growth - Drive revenue growth by proactively creating or identifying opportunities to expand business with existing clients by leveraging C-level relationships and participating in new business development efforts.
• Market Intelligence - Stay informed about market trends, competitor activities, and industry developments to provide insights and recommendations to clients.
• Continue to develop client relationships with internal partners at varying levels in the organization to achieve maximum results.

Required qualifications for the role:

• Bachelor's degree in Business Administration, Marketing, or related field
• 10 years of experience in account and sales management
• 10 years of financial services experience including RIAs, RIA Aggregators, Asset Managers, Wealth Managers, and Banks
• Proven sales skills in complex deal development
• Proven ability to interface at C-suite level
• Proven experience in client-facing roles, preferably in a B2B SaaS environment.
• Exceptionally strong communicator, influencer/negotiator, with interpersonal skills that are adaptive to the audience.
• Excellent project management and organizational abilities.
• Strategic thinker with the ability to understand clients' business challenges and develop tailored solutions.
• Results-oriented mindset with a track record of driving client satisfaction and revenue growth.
• Knowledge of industry best practices and emerging trends in client relationship management.

Preferred qualifications for the role

• This role will require occasional travel to client sites or industry events.
• Flexible working hours may be necessary to accommodate client needs and time zone differences.

About InvestCloud
InvestCloud is the global technology leader in digital transformations for the financial services industry, supporting over $6 trillion of assets with over 550 direct clients, from wealth managers, institutional
investors and asset managers to family offices, asset services companies, financial platforms, and banks. InvestCloud specializes in digital platforms that enable the development of financial solutions, pre-integrated into the cloud. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding suite of modular products, resulting in best-in-class experiences for the financial services industry. Headquartered in Los Angeles, InvestCloud has over 20 global offices including New York, London, Geneva, Singapore, Tokyo, and Sydney. InvestCloud is backed by Motive Partners (together with its affiliates) and Clearlake Capital Group, L.P. (together with its affiliates). For more information, visit InvestCloud.com.
The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant's geographic location. Salary range: $120-180K
Invest Cloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
#LI-BH1