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account management relationship management salesforce cross-functional collaboration private equity📋 Description
- Maintain senior-level client relationships to ensure trust
- Advocate for clients; surface feedback and resolve issues
- Identify upsell opportunities across services and entities
- Partner with Sales on long-term revenue expansion
- Lead quarterly and annual business reviews
- Facilitate cross-functional communication and alignment
🎯 Requirements
- 12+ years in fund administration with client advocacy
- Bachelor's degree in Accounting, Economics, Finance, Business
- Proven ability to identify growth and expansion opportunities
- Comfortable with ambiguity in hyper-growth startups
- Passion for technology to streamline operations and UX
- Strategic thinker with detail and big-picture focus
🎁 Benefits
- Health, dental, and vision coverage
- Life insurance
- Mental wellness coverage
- Fertility and growing family support
- Flex Time Off and company holidays
- Annual professional development stipend
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