Senior Relationship Manager

PEI Group•New York City, NY

6d•Hybrid

About The Position

The Senior Relationship Manager owns the end-to-end client lifecycle for PEI’s most strategic, highest – value accounts. Sitting a step above the Account Manager role, it is accountable for long term relationship strategy, senior stakeholder engagement, retention and new revenue growth across the portfolio, acting as the clients trusted advisor and internal executive sponsors across products, brands and geographies.

Requirements

Proven track record managing strategic, enterprise accounts with strong focus on retention and expansion
Demonstrated success leading complex negotiations and multi-year contract structures
Experience managing portfolio of accounts with accountability for net revenue retention
Strong track record of C-level and executive engagement
Demonstrated ability to mentor and develop sales teams
Proven success in account planning and strategic business review execution
An interest in Private Markets and enthusiasm to learn more about the industry
Advanced negotiation and pricing strategy skills
Proficiency in account planning, mapping and relationship development
Ability to analyze usage data, account health metrics and NPS to drive strategy
Financial acumen and ability to manage P&L for assigned portfolio
Proficiency with CRM platforms and data management (Dynamics 365 preferred)
Strategic thinker: ability to develop long-term account strategies aligned with business objectives and market dynamics
Executive presence: confidence and poise when engaging with C-level and senior stakeholders
Strong leadership and coaching abilities: demonstrated success mentoring and developing teams
Excellent communication and relationship-building skills across all levels of an organization
Results-oriented with focus on driving measurable commercial outcomes
Resilient and adaptable: ability to manage complex stakeholder dynamics and navigate organizational changes
Collaborative: ability to work cross-functionally with Sales, Client Engagement, Marketing and Product teams
High degree of personal accountability and commitment to client success

Responsibilities

Own multi-year strategic account plans for a portfolio of top-tier clients, aligned to each client's business objectives and investment priorities
Build senior and C-level relationships across the client organization, reaching beyond day-to-day users to economic buyers
Act as executive sponsor and primary escalation point across the full client lifecycle
Lead executive business reviews, demonstrating ROI against agreed success criteria
Drive enterprise-wide adoption, utilization and embedded workflows across the client's teams
Own end-to-end renewal strategy across the portfolio, with full accountability for retention, net revenue retention and portfolio growth targets
Lead complex, multi-stakeholder negotiations including multi-year agreements and co-termination structures
Set pricing and packaging strategy for the portfolio in line with commercial policy and rate card, balancing client value with revenue outcomes
Convert Client Engagement usage and satisfaction insight into renewal strategy
Identify and develop whitespace across products, brands and geographies, converting single-product relationships into enterprise partnerships
Lead cross-sell and upsell strategy in collaboration with Client Sales Executives and BDRs, sequencing motions around renewal timing
Sponsor the transition of significant new logos into long-term strategic relationships
Feed client intelligence to Marketing and Product to shape propositions and roadmap priorities
Mentor and coach Account Managers, sharing best practice on account planning, negotiation and relationship development
Chair account planning sessions, orchestrating Sales, BDRs, Client Engagement and Marketing around the account strategy
Own retention risk management for the portfolio using account health metrics, usage data and NPS feedback
Provide senior-level forecast accuracy on renewals, expansion and risk across the portfolio
Identify churn risk early and lead intervention strategies, mobilizing senior stakeholders to resolve