Strategic Client Relationship Manager
Indexed description
Advisor360 Strategic Client Relationship Manager YesterdaySaved Remote United States 180K-200K Annually Expert/Leader 180K-200K Annually Expert/LeaderArtificial Intelligence • Fintech • Software • Financial Services • Generative AI • Big Data Analytics • AutomationLead and grow complex enterprise client relationships for a fintech SaaS platform. Own client satisfaction, retention, delivery confidence, commercial outcomes, executive alignment, and expansion. Build C-suite relationships, establish governance, quantify business outcomes, create joint success plans, and orchestrate internal teams across Product, Engineering, and Services. Manage renewals, pricing, contracts, and escalate/remediate incidents while driving measurable advisor and business outcomes.Top Skills: Advisor360Ai-Assisted Advisor WorkflowsBilling SystemsCompliance SystemsCustody SystemsData IntegrationsMetaviewPlanning SystemsReporting SystemsSaaSTrading SystemsWealth Management Platforms
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