Senior Client Manager

State Street•Toronto, ON

1d•Onsite

About The Position

Charles River focuses intently on delivering market leading and feature rich technology wrapped in an exceptional client service experience. As a Senior Client Manager, you will be responsible for client satisfaction, retention and growth by ensuring the effective delivery of Charles River IMS projects, support and services while working closely with client senior leaders to ensure strategic alignment and strong, long-term partnerships. Senior Client Managers serve a dual purpose – advocating for our clients within Charles River; and serving as a trusted advisor and direct point of contact for the client. Why this role is important to us As a Senior Client Manager, you will work closely with and influence both internal and client business leaders and decision makers. You will leverage your sharp organizational and strong interpersonal skills to ensure Charles River continues to deliver exceptional client service experiences, while advancing the goals of the organization.

Requirements

Demonstrable strong communication and presentation skills including the ability to articulate and present issues, options and resolutions verbally and in writing
Ability to foster strong relationships across client organizations, with senior managers and key decision makers in large and small firms, including good personal and working relationships with end users
Strong analytical and problem-solving skills
Ability to multi-task and successfully manage simultaneous priorities
Proven organizational skills with attention to detail, including strong project management skills
Self-motivated with the ability to operate independently and as a member of a team
BA/BS degree in Finance, Technology or relevant discipline
15 years’ experience within the Financial Services / Software industry
Ability to travel to client sites 20% – 40% per calendar year

Nice To Haves

preferred experience in Relationship Management, Professional Services or similar functioning role

Responsibilities

Actively manage a book of Charles River IMS accounts
Ensure a high touch engagement model with clients, including regular onsite visits, project status calls and executive engagements
Develop relationships with senior client personnel to gain understanding of client strategy and CRD’s alignment to achieving their strategy
Sustain a strong understanding of the Charles River IMS and keeping up-to-date with current functionality, offerings and upgrades
Maintain frequent communication and collaboration with internal client account teams and business units
Establish long-term, strategic objectives for each client and measure success against account plan goals
Maintain awareness of market and industry trends and news relevant to CRD and client base
Proactively ensure effective client issue resolution, project delivery, response to information requests, and collaboration with other CRD teams
Assist the internal Sales team to identify and foster revenue opportunities including additional application modules and services, training or services