SitusAMC · 6 hours ago

Director, Platform Management & Client Relations

United States

Full-time

Remote

Director/Executive

$200K/yr - $250K/yr

15+ years exp

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Financial ServicesOutsourcing

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Responsibilities

Lead and nurture relationships with key clients, ensuring satisfaction and retention.

Serve as the primary point of escalation for clients, proactively addressing concerns and resolving issues.

Develop a deep understanding of clients’ business objectives and provide strategic guidance to ensure successful outcomes.

Regularly communicate with clients to understand their evolving needs and anticipate opportunities for service enhancements.

Manage and mentor a team of support staff. Coordinate/collaborate with business head in offing strategic insight and forward direction to the team

Foster a high-performance, customer-focused team culture that emphasizes collaboration, problem-solving, and continuous improvement.

Provide coaching and professional development opportunities to help team members grow their skills and careers.

Drive retention and expansion strategies to grow existing client accounts, identify upselling and cross-selling opportunities.

Partner with marketing, and other department leads to align on customer needs and deliver tailored solutions.

Conduct regular business reviews with clients to discuss performance, satisfaction, and new opportunities for collaboration.

Collaborate with business leadership to define client engagement strategies that align with overall company objectives and market trends.

Develop and execute client account plans, ensuring all goals and deliverables are met on time and within budget.

Analyze client feedback, market data, and performance metrics to inform decision-making and improve client experiences.

Champion the voice of the customer within the organization, advocating for their needs and ensuring service offerings are continually refined to meet expectations.

Lead initiatives to drive customer success, satisfaction, and loyalty, using data-driven insights to guide improvements.

Support the business head in the acquisition of new clients by providing insight into client needs and developing tailored proposals.

Represent the organization in client meetings, presentations, and industry events as required

Other activities as may be assigned by your manager

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Client Relationship ManagementStrategic PlanningAccount ManagementCRM Systems (Salesforce)Customer SuccessFinancial Services ExperienceCommercial Real Estate ExperienceCustomer-Centric MindsetData Interpretation