Associate Relationship Manager

Backstop Solutions Group LLC - Chicago, IL (30+ days ago)

Job Description:
Join a growing team of passionate, self-motivated, talented, and creative people who are seeking to become the dominant provider of productivity solutions to the alternative investment industry. Backstop is a Chicago-based company that builds leading cloud-based productivity software solutions enabling hedge funds, private equity funds, real estate funds, funds of funds, pensions, endowments, family offices, and investment consultants to achieve greater business agility. We take our customers and our services very seriously, but we also know how to enjoy the journey by being a great place to work.

We are searching for an Associate Relationship Manager to join our Relationship Management 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
  • Assist Relationship Managers with ad hoc client projects
Required Experience:
  • Bachelor's degree required
  • Alternative Investment Industry experience or knowledge is required
  • Minimum of two years of financial services technology account management or sales experience; or a minimum of two 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
  • Up to 25% travel required
Keyword: relationship manager
From: Backstop Solutions Group LLC