3 дня назад
Relationship Manager, Client Experience (Financial Services)
148 750 - 192 500$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Manager, Client Experience (Financial Services): Managing a tiered portfolio of financial-services client accounts across market data, index, and options risk and market analytics products with an accent on retention, renewals, usage monitoring, and expansion. Focus on coordinating complex client escalations, surfacing product intelligence, driving adoption, and improving the client journey from onboarding through renewal.
Location: New York, New York, United States; mostly on-site. Candidates must be legally authorized to work in the United States without current or future employer sponsorship.
Base salary: $148,750–$192,500 annually, plus potential annual incentive compensation and applicable long-term equity participation.
Company
operates a financial markets business offering market data, index, and options risk and market analytics products.
What you will do
- Own a tiered portfolio of Data Vantage client accounts and manage the full post-sale relationship.
- Drive retention and renewals by monitoring account health, usage trends, churn risks, billing delinquencies, and contract timelines.
- Build client engagement through regular check-ins, quarterly business reviews, proactive outreach, product training, and onboarding support.
- Identify expansion opportunities with Sales and communicate relevant product, policy, and fee updates.
- Coordinate complex client issues across Product, Technology, Operations, Legal, and Compliance.
- Feed client feedback, unmet needs, and market signals into product intelligence and broader client-experience improvements.
Requirements
- Experience in account management, client success, or relationship management within financial services.
- Experience with index, market data, and/or options products.
- An established contact base and credibility within financial-industry firms.
- Understanding of renewal processes and commercial accountability in subscription or recurring-revenue businesses.
- Strong executive presence, communication skills, and ability to manage a diverse book of business and competing priorities.
- Legal authorization to work in the United States without employer visa sponsorship is required.
Nice to have
- 5–8 years of experience in financial-services account management, relationship management, or client success.
- BS degree.
- CRM proficiency, preferably Salesforce, plus familiarity with Jira and Sigma.
- Familiarity with Cboe, exchange-related, or market data products.
Culture & Benefits
- Collaboration across Sales, Product, Technology, Operations, Legal, and Compliance.
- Potential annual incentive compensation.
- Eligibility for applicable long-term equity programs.
- Market-informed total rewards program.
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