Relationship Manager

ResponsibilitiesProvide strategic account management with clients and act as an internal advocate within the business to facilitate tactical activity.Annual account planning with clients working closely with the Client Service and Operations Teams.Proactively build “partnership” style relationships with senior client contacts across an organization.Conduct ongoing needs analysis to determine appropriate services.Monitor service levels and client requirements.Upselling of appropriate services/solutions, client contract renewals, annual fee increases and monitoring client overage, making changes to tiers where required.Monitor and resolve aged invoice issues.Keep appraised of new product functionality and service offerings that may be relevant to their evolving plan administration.Identify specification/gap analysis documents for client requests for new functionality, collate and priorities with the development team.Mentor colleagues with respect to client interaction, communication tactics and positioning strategies.Run client governance meetings and complete annual account reviews with the Head of Client Relations to uncover service and revenue opportunities.Participate in and support client training events as required.Remain current with new industry developments to interpret impact on client plans.
RequirementsExperience in Account Management, Client Services, or Sales role, preferably working in financial services or Employee Share Plan (ESP) industry.Undergraduate degree or equivalent work experience in Business, Economics or Finance is preferred.Previous experience with enterprise Software-as-a-Service (SaaS) solutions is an asset.An ability to work independently, handle numerous assignments concurrently and consistently be a self-starter that excels at meeting and exceeding professional goals.Strong analytical, problem-solving skills, and proven attention to detail.Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities.