Client Relationship Manager

We are seeking a Client Relationship Manager to join a growing Fintech client in the Baltimore area. In this role, you will be responsible for managing and expanding relationships with a growing client base, with a primary focus on asset managers. The CRM will play a critical role in onboarding clients, driving platform engagement, and securing renewals and upsells.

Hybrid: On-Site in Sparks, MD 3 days per week

Primary Responsibilities:

Cultivate and nurture strong relationships with existing clientele.
Collaborate with various client teams (such as RFP, Sales/Distribution, and Marketing) to grasp their requirements and practical applications.
Methodically onboard and integrate clients onto the platform, ensuring ongoing engagement.
Conduct platform demonstrations and updates for client teams, coordinating internally as needed.
Drive client responsiveness and utilization of the platform.
Handle client inquiries and support internal sales and CRM teams.
Gather client feedback and collaborate with the technology team to innovate new services and tools.
Lead strategic initiatives, identify fresh opportunities, and foster internal collaboration.

Required Qualifications:

5–7 years of experience in client-facing roles within SaaS, fintech, or investment management sectors (ideally in Client Success, Business Development, or Account Management).
Familiarity with SaaS platforms, due diligence processes, and foundational knowledge of investment management (desire to learn is critical).
Proficient in project management, converting client needs into actionable plans, and monitoring progress.
Exceptional communication skills to forge enduring relationships and navigate diverse business landscapes.
Proven track record in managing multiple client issues concurrently and negotiating effectively.
Self-driven, process-oriented, with a passion for challenging norms and driving improvements.
Pragmatic problem-solving abilities with a collaborative, team-focused approach.

Equal Opportunity Employer, including disability and protected veteran status

Think Consulting

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Client Relationship Manager