CENTRL Inc · 13 hours ago
Client Relations Executive - Investment Portfolio
United States
Full-time
Remote
Senior Level
7+ years expCENTRL Inc is a growing Silicon Valley technology AI company focused on automating diligence and response for investment managers, banks, and corporates. The Client Relations Executive will maintain and grow a portfolio of investment market clients, working closely with various teams to drive customer success and expand the company's product suite.
ComputerSoftware
Responsibilities
Maintain and grow a portfolio of investment market clients, while working with existing teams to drive adoption, retention, and expansion of the CENTRL product suite across the organization
Work with clients to understand their challenges, business drivers, strategic goals, and desired business outcomes
Create and manage account plans that include success metrics, engagement models, communication plans, and expansion strategies
Partner closely with sales to pursue expansion opportunities, nurture executive relationships, and facilitate Executive Business Reviews
Work collaboratively with the Marketing team to build customer references, craft case studies, and co-develop resources to support our strategic customers
Identifying opportunities for new products and modules with existing customers based on their business challenges, needs and goals
Oversight of portfolio contract renewals, negotiations and new deal terms through execution
Maintain high levels of customer engagement and satisfaction with a focus on customer trust and loyalty
Act as the senior client advocate to help resolve critical client issues by engaging and leveraging the appropriate resources as needed
Partner closely with other cross-functional team members to translate business needs and product requirements into new solutions for customers
Facilitate QBR’s, recurring meetings and offsite meeting cadence based on client needs
Qualification
Required
7+ years of client relationship management with deep investment industry experience
Prior experience managing a book of high-value client relationships, focused on driving customer success and alignment with complex customer environments at executive and department levels
Make decisions and solve problems with little guidance, that balance the needs of the customer and CENTRL resulting in positive outcomes
The ability to develop new relationships with internal business units, drive progress on strategic goals, and uncover new opportunities across large organizations
Experienced in developing customer trust, driving customer allegiance and growing customer footprint
Demonstrated organizational skills with the ability to handle multiple tasks with different priorities
Excellent interpersonal, self-motivational and negotiating skills
Preferred
Experience in risk management, bank network management and investment operational due diligence is a plus
Benefits
Competitive base compensation package
Performance-based bonuses
Company
CENTRL Inc
CENTRL is a leading AI powered third party risk and diligence platform for financial institutions worldwide.
51-200 employees
H1B Sponsorship
CENTRL Inc has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (3)
2023 (2)
2021 (6)
2020 (1)
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Lavelle Capital
2024-09-15Series Unknown
2016-11-10Series B
2015-08-10Series A
Leadership Team
Sanjeev Dheer
Founder & CEO
Recent News
Company data provided by crunchbase