Job Description
Join a growing team of passionate, self-motivated, talented, and creative people with big ideas about the future of software for the investment industry. Backstop is a Chicago based company that makes web-based software applications the alternative asset community. Over the last few years, we have grown considerably, won several awards, and built a lot of great software. Backstoppers take our customers and our service very seriously, but pride ourselves on not taking ourselves too seriously in the process.
We are looking for a dynamic Relationship Manager to join our team!
CORE RESPONSIBILITIES:
- Identify areas for growth within assigned client base and effectively cross sell other BSG products and services
- Conduct client outreach calls and meetings
- Coordinate client visits with other client facing teams
- Analyze and monitor key data points to ensure clients are engaged and fully adopting our software
- Grow client satisfaction, retention, and referenceability across the assigned client base
- Act as a lead evangelist of the BSG story and vision both internally and externally
- Partner with senior management at assigned clients to help achieve business goals
- Manage account and revenue plans for assigned clients
- Proactively engage with and reduce the number of “at risk” clients by demonstrating the BSG value
- Manage client improvement requests and provide feedback to Product Management to identify feature / function needs and new product ideas
- Handle client escalations from Support, Professional Services, and Sales
- Coordinate with Client Services, Sales Operations, Marketing, Professional Services, Product Management, and Sales on key initiatives to drive Backstop visibility, education and usage
- Assist with team documentation and other internal projects
- Ad hoc client projects
EXPERIENCE AND SKILLS:
- Bachelor's degree required
- +5 years of experience in financial services technology account management or sales experience; or +5 years of experience on a professional services team or client support team with an aptitude for the consultative sales process
- Thrives in a dynamic, fast paced environment with many simultaneous projects
- Must be analytical, well organized and detail oriented
- Excellent written and verbal communication skills
- Alternative Investment Industry experience or knowledge is preferred
- Up to 25% travel required
NICE TO HAVE/ ADDITIONAL:
- Knowledge of capital raising and investor relations for Hedge Funds