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Backstop Solutions Group LLC Relationship Manager (REMOTE- Work from Home) in Boston, Massachusetts

Job Descriptions:

Join a growing team of passionate, self-motivated, talented, and creative people with big ideas about the future of software for the investment industry. Backstop is a Chicago based company that makes web-based software applications for institutional investors. Over the last few years, we have grown considerably, won several awards, and built a lot of great software. Backstoppers take our customers and our service very seriously, but pride ourselves on not taking ourselves too seriously in the process.

We are looking for a dynamic Relationship Manager to join our team!

Core Responsibilities:

  • Identify areas for growth within assigned client base and effectively cross sell other BSG products and services

  • Conduct client outreach calls and meetings

  • Coordinate client visits with other client facing teams

  • Analyze and monitor key data points to ensure clients are engaged and fully adopting our software

  • Grow client satisfaction, retention, and referenceability across the assigned client base

  • Act as a lead evangelist of the BSG story and vision both internally and externally

  • Partner with senior management at assigned clients to help achieve business goals

  • Manage account and revenue plans for assigned clients

  • Proactively engage with and reduce the number of “at risk” clients by demonstrating the BSG value

  • Manage client improvement requests and provide feedback to Product Management to identify feature / function needs and new product ideas

  • Handle client escalations from Support, Professional Services, and Sales

  • Coordinate with Client Services, Sales Operations, Marketing, Professional Services, Product Management, and Sales on key initiatives to drive Backstop visibility, education and usage

  • Assist with team documentation and other internal projects

  • Ad hoc client projects

Required Experience:

Experience and Skills:

  • Bachelor's degree required

  • +5 years of experience in financial services technology account management or sales experience; or +5 years of experience on a professional services team or client support team with an aptitude for the consultative sales process

  • Thrives in a dynamic, fast paced environment with many simultaneous projects

  • Must be analytical, well organized and detail oriented

  • Excellent written and verbal communication skills

  • Alternative Investment Industry experience or knowledge is preferred

  • Up to 25% travel required

Nice To Have/ Additional:

  • Knowledge of capital raising and investor relations for Hedge Funds

Keyword: relationship manager

From: Backstop Solutions Group LLC