Client Relationship Manager

Our client is a leading global technology and liquidity provider for the financial services industry, specializing in turnkey solutions for forex/crypto brokers, exchanges, and institutional clients. Founded in 2014, it offers white-label trading platforms, CRM systems (B2

Core), copy trading (B2

Copy), and deep liquidity pools to enable rapid business deployment and operation. We are hiring a Client Relationship Manager for their team.

• Revenue Growth & Expansion:
  Drive revenue growth by identifying and qualifying upsell and cross-sell opportunities within existing accounts. Proactively engage clients to understand their evolving needs and introduce relevant Broker solutions.
• Client Relationship Management:
  Develop strong, trusted relationships with clients, positioning yourself as their key advisor. Gain a deep understanding of their business objectives, operational challenges, and strategic goals.
• Consultative Selling:
  Take a consultative approach to sales by focusing on client outcomes rather than just product features. Present tailored solutions that demonstrate clear value and ROI for the client.
• Strategic Account Planning:
  Build and maintain comprehensive account plans that map out client growth potential, usage trends, and expansion opportunities. Regularly conduct business reviews and health checks to showcase the ongoing value of Broker’s offerings.
• Retention & Advocacy:
  Work proactively to drive client satisfaction and retention. Track key metrics like churn rate, Net Promoter Score (NPS), and account activity to identify risks and opportunities for improvement.
• Industry & Competitive Awareness:
  Stay informed about industry trends, competitor offerings, and regulatory changes that may impact clients. Use this knowledge to provide strategic insights and recommendations.
• Reporting & CRM Management:
  Maintain accurate records of client interactions, revenue projections, and deal progress within CRM tools like Salesforce. Generate reports and analyze data to track performance and optimize strategies.

• Proven Track Record: 3+ years of experience in B2B relationship management, account management, or sales, preferably within the financial services or fintech industry.
• Financial Market Expertise:
  Strong understanding of financial markets, trading technologies, and brokerage business models.
• Sales & Negotiation
  
  Skills:
  
  Ability to drive revenue growth through strategic upselling and cross-selling. Proven experience negotiating and closing deals with existing clients.
• Consultative Approach:
  Excellent problem-solving skills with the ability to guide clients through complex financial solutions and demonstrate value beyond product features.
• Data-Driven Decision Making:
  Strong analytical skills, using data insights to inform client strategies and measure success.
• Executive Communication:
  Exceptional communication and presentation skills, with the ability to engage stakeholders at all levels.
• CRM Proficiency:
  Experience using Salesforce or similar CRM tools to manage client relationships and sales pipelines effectively.
• Self-Motivated & Results-Oriented: A proactive and goal-driven mindset, with a track record of meeting or exceeding revenue targets.