Primary responsibility is to strive to maintain the highest possible client satisfaction by interfacing with clients to better understand their use of the product, to ensure issues are promptly and properly resolved and to identify opportunities for sales relating to consulting, additional use of existing systems or sales of new modules.
STRATEGIC CLIENT RESPONSIBILITIES:
Advisory- Deliver advisory services, engagement management, and new business development
Advocate- Understand the latest development features in the application and able to speak to them
Revenue Management- Secure continuous revenue streams by identifying, pursuing, and winning new business opportunities
Resourcing- Work with Client Services Director to secure resources for consulting engagements
Awareness- Understand each clients use of the system (modules, etc) and their core business
References- Establish relationships with key contacts to be able to utilize for future reference calls
Budgeting- Produce yearly budget for consulting/licensing and update throughout the year
Relationship- Visit clients in person periodically and perform activities that enhance and maintain an excellent client relationship
Escalate- Identify and escalate potential issues effecting client relationships to Client Services Director
MANAGEMENT RESPONSIBILITIES:
Overall management of all FNA clients, including line management of other Account Managers
Facilitate weekly and monthly account reporting across all accounts, to include budgets
For new clients, facilitate handover from implementation Project Manager after initial go-live
Manage consulting efforts for clients for small consulting engagements
Day to day tasks include maintaining issue logs, researching issues with support and development, and sending documentation and marketing material to clients
Coordinate with release and development departments for code build requirements and deliverables
Coordinate with internal support desk for client issues, deliverables, and license requests
QUALIFICATIONS:
College degree, graduate degree or financial certification preferred
Required to have excellent interpersonal skills and be able to independently handle client relations
Knowledge of trading and risk management for a wide range of financial products including equities, fixed income, FX and IR/credit derivatives
Ability to write correspondence and proposals and effectively present information and respond to questions from groups of managers, clients, and customers
Minimum of 5 years industry experience, with 1-3 years of previous sales and/or client services experience
Must be willing to travel 25%, domestically and/or internationally
Location: Long Island, NY
Salary: $100,000 – $120,000 + Bonus
Contact: Kendal Ridgeway





