Wealth Client Relationship Manager operationally leading advisory teams for high - net worth clients. Supporting financial goals and implementing financial plans in a collaborative environment.
About the role
- Strategic Account Manager fostering enterprise client relationships and driving growth at TreviPay. Partnering with C-suite stakeholders for innovative solutions and measurable business outcomes.
Responsibilities
- Manage a complex web of relationships with key stakeholders, up to the C-suite, championing the overall customer strategy for enterprise business outcomes
- Master and maintain deep knowledge of each client’s competitive landscape, including understanding of client’s addressable, serviceable and target markets
- Monitor and communicate internally (and externally, as appropriate) news and/or trends related to client(s)
- Identify and map the customer business and gain insight on value, addressing customer’s priorities, needs, and objectives; proactively identify and anticipate customer requirements, expectations, and needs
- Actively listen (internally and externally) beyond solution needs and openly address conflict
- Ensure alignment of team and extended stakeholders across the company to customer requirements and deliverables; serve as an escalation path for client issues and ensure prompt and accurate resolution
- Maintain a cadence of business reviews (virtual or in person)
- Achieve or exceed revenue and profitability goals each fiscal year
- Derive Strategic Account Plans from client’s Go to Market / commercial strategies
- Lead proposal development, contract negotiation, business issue preparation and implementation efforts for white space opportunities
- Act as keeper of program contract(s)
- Understand and accurately communicate TreviPay solutions and processes
- Embrace account management best practices as articulated by TreviPay leadership; consistently leverage company-sponsored tools and training
Requirements
- Previous experience (3+ years) managing strategic accounts
- Experience developing and implementing commercial/sales strategy
- Excellent relationship builder
- Proactive, strategic thinker with a commercial mindset
- Excellent written and oral communication skills
- Highly organized and responsive
- Ability to prioritize tasks and problem-solve on the fly
- Self-motivated AND able to motivate others
- Competitive spirit
- Able to influence behavior in a matrix environment, across multiple functions within TreviPay and with the client
- At ease managing and negotiating contracts
- Demonstrated understanding of cultural differences and ability to adapt to customs and traditions impacting business outcomes and relationships
- Ability to operate and thrive under pressure
- University degree required, master’s degree is a plus
- Mastery level knowledge of Microsoft Office
Benefits
- Competitive salary
- Paid parental leave
- Generous paid time off
- Medical, dental, vision, FSA, Life/AD&D, long and short term disability
- 401K matching
- Employee referral program
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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