Brookfield, WI Search Results /

Now Hiring - Senior Relationship Manager in Brookfield, WI

Senior Relationship Manager in Brookfield, WI

BetaNXT
Base Salary Yes (amount not posted)
Total Comp: NA
Qualifications Years In Sales
Industry: Financial Services
Benefits: yes
Customer Size: all
Car Allowance: no
Sales Cycle: Short
Travel: none
Years Selling in Industry:
Education:
They Sell Investment & Asset Management
To Whom Financial Services
Location: Brookfield, WI
4.9

Senior Relationship Manager

Full Time
Management


New York, NY, US

Requisition ID: 1277
Apply


Account Management, Senior Relationship Manager

Exempt, Full time Location: NY, WI or remote


Job Summary

The Account Management (Senior Relationship Manager) role is the BetaNXT conduit to our clients. They manage accounts providing customers with service, support and improvement opportunities to increase revenue, maximize retention and upsell. They have the deepest relationship with our clients and understand their business, strategies, organizational structure, and technologies. The Account Managers will work to identify opportunities where BetaNXT can assist our clients in fulfilling their business needs


Job Responsibilities


Know the Client

  • Responsible for gaining deep understanding of the client’s strategy Understanding the client’s products and interfaces (3rd parties) and understanding the client’s business model inclusive of ancillary products and technology
  • Required to understand the client’s vendor usage
  • Responsible for identify client relationship opportunities (CEO, CIO, SVP, EVP, etc.)
  • Will be required to attend client conferences


Managing the Relationship

  • Responsible for ensuring the client and BetaNXT understand the joint engagement model
  • Facilitate and execute Executive meetings/Quarterly Business Reviews
  • Handle escalation points from both the client and BetaNXT perspective
  • Manage the engagement – members, cadence, and reporting
  • Support the day-to-day client touchpoints and interactions


Internal Client Reporting/Communication

  • Represent and advocate VOC within BetaNXT to drive customer satisfaction and success
  • Provide the client strategy for influence of the BetaNXT roadmap
  • Responsible for communicating the overall client relationship to BetaNXT
  • Provide necessary data elements to properly reflect the health of a client relationship
  • Escalate client concerns or risks we identify to the appropriate BetaNXT leader
  • Capture and distribute client engagement notes, action items and objectives

Business Development

  • Identify and manage sales opportunities
  • Engage clients on new BetaNXT opportunities
  • Engage clients on new Motive partner opportunities Identifying upsell opportunities
  • Identify upsell opportunities via core and premium services that fit the clients strategy/needs
  • Ensure customers effectively use BetaNXT solutions/technology and suggest operational efficiencies


Minimum Requirements

  • Bachelor’s degree in Business Administration or similar degree programs, required
  • 5-10 years of experience in account or relationship management
  • Strong communication and interpersonal skills and the ability to build and maintain relationship
  • Possess extensive knowledge of BetaNXT suite of products
  • Has deep knowledge of industry, and customers

Skills/Abilities

  • Excellent interpersonal and customer service skills
  • Ability to plan and execute strong strategies
  • Excellent organizational skills and attention to detail
  • Time management skills with a proven ability to meet deadlines
  • Keen, friendly, professional with a positive and proactive attitude
  • Ability to prioritize tasks and to delegate them when appropriate
  • Substantial experience in successfully delivering results in a fast-paced and dynamic business environment
  • Well-developed math and business skills
  • Must understand customer relationship management (CRM)
  • Strategic thinker and ability to analyze and solve problems quickly
BetaNXT
Company Size
Unknown
Founded
They Sell
Investment & Asset Management
To Whom
Financial Services
Revenue
Unknown / Non-Applicable


BetaNXT is currently hiring for 1 sales position
BetaNXT has openings in: WI
The average salary at BetaNXT is:

1 Yes (amount not posted)

BetaNXT
Rate this company

Sign In to rate this company

BetaNXT

BetaNXT is currently hiring for 1 sales position
BetaNXT has openings in: WI
The average salary at BetaNXT is:

1 Yes (amount not posted)