Client Partner, Vice President
- Own overall revenue outcomes for assigned clients through driving new business, upsell, and cross-sell opportunities
- Act as the senior point of accountability for the client relationship. Maintain executive-level relationships to understand the client’s business strategy, operating model and challenges to position GlobalLINK as a strategic partner
- Lead account planning and opportunity road-mapping to identify whitespace opportunities across products, services, and geographies by aligning client needs with our firm-wide capabilities and strategic priorities
- Coordinate internal stakeholders to ensure the right resources are engaged at the right time. Break down silos to deliver integrated, enterprise-level solutions.
- Maintain overall client health and retention by balancing growth ambitions with long-term sustainability. Proactively manage issues, escalations, and service risks to ensure delivery teams are aligned to client expectations.
- Develop expertise on industry trends, competitor services/offerings, and clients’ business environment to provide clients with industry insights, sharing themes as well as current and potential impact on the client business model. Represent the firm at conferences and be an active participant in related activities
- Assimilate and share competitor intelligence keeping our Business Solutions team informed of market activity
- A strong track record demonstrating success in cultivating meaningful client relationships
- Outstanding communication (written and oral) and interpersonal skills; ability to interact professionally with business leaders and technical teams alike
- A proactive, opinionated mindset with a strong desire to influence product direction and decision-making
- An extremely flexible, hands-on approach with a “do what it takes” mentality and a willingness to challenge current paradigms
- Strong team orientation with a collaborative mentality; thrives in cross-functional environments and values shared success.
- 7+ years in the financial services industry, preferably in the Money Market Fund/liquidty management industry and/or financial technology
- Bachelor’s degree, FINRA Licenses 7 and 63 and a clean U-4 will be required
- Established relationships in the buy-side industry, with experience working across a range of client types and segments including large multi-national corporations and alternative asset managers
- Experience selling SaaS or technology-enabled financial solutions
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