Client Relationship Coordinator

Under the direct supervision of the Director of Client Relations, this position will be responsible for maintaining RFA’s client base and supporting further expansion into the Financial Service Industry.

Responsibilities

• Target decision makers including VP and C-level professionals, within the Financial Service Industry (Asset Management, Hedge Funds, Fund to Funds, Trading & Brokerage).
• Assist Client Development and Sales Managers to proactively identify and engage current and potential Clients utilizing various sales methods including email, trade shows, and social media.
• Gain a clear understanding of Clients' overall business and IT strategies; effectively communicate to RFA design team to develop solution-based roadmaps addressing client needs.
• Assist in the development of Client-specific strategies to identify and address Client’s needs, while staying abreast of new opportunities to align Client’s future requirements with RFA’s product set.
• Liaison with all relevant business units to secure resources required to complete task/s on time and on budget; work with marketing initiatives by providing relevant Client feedback.
• Plan and assist in sales presentations, effectively demonstrating RFA’s ability to provide value-added solutions-based strategies; clearly articulate RFA’s ability to resolve Client issues; demonstrate positive ROI of investment/s when necessary.
• Collaborate across departmental lines to promote outstanding Client service.
• Assist in preparing contractual terms and conditions including price, payment terms and deliverables.
• Maintain Client database entering all relevant information on a daily basis including new sales opportunities; maintain competitor profiles.
• All other responsibilities delegated by the Director.

Qualifications

• 1+ years of experience in an Account Management, Client Relations or Outside Sales type role, in a consultative, solution-based environment.
• Demonstrable track record of successfully selling to the financial service industry strongly preferred.
• Basic understanding of Technology required (cloud, storage, infrastructure, and desktop).
• Excellent active listening skills and able to ask relevant questions in order to gather, document and communicate effectively with Clients and internal project stakeholders.
• Able to work on simultaneous projects (multitask) and completing tasks in a timely manner with minimal supervision.
• Strong business, organizational, and verbal and written communication skills.
• Able to communicate with technical and non-technical professionals including VP and C-Level professionals in a clear and concise manner.
• High degree of proficiency with Microsoft Office software (Excel, MS Word, PowerPoint)
• Bachelor’s degree or equivalent level of experience.