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Relationship Manager

Backstop Solutions Group LLC

Relationship Manager

Boston, MA
Full Time
Paid
  • Responsibilities

    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