Senior Client Manager

Senior Client Manager

Who we are looking for

Charles River focuses intently on delivering market leading and feature rich technology wrapped in an exceptional client service experience. As a Senior Client Manager, you will be responsible for client satisfaction, retention and growth by ensuring the effective delivery of Charles River IMS projects, support and services while working closely with client senior leaders to ensure strategic alignment and strong, long-term partnerships. Senior Client Managers serve a dual purpose – advocating for our clients within Charles River; and serving as a trusted advisor and direct point of contact for the client.

Why this role is important to us

As a Senior Client Manager, you will work closely with and influence both internal and client business leaders and decision makers. You will leverage your sharp organizational and strong interpersonal skills to ensure Charles River continues to deliver exceptional client service experiences, while advancing the goals of the organization.

What you will be responsible for

Charles River Client Managers are expected to actively manage a book of Charles River IMS accounts by:

Ensuring a high touch engagement model with clients, including regular onsite visits, project status calls and executive engagements

Developing relationships with senior client personnel to gain understanding of client strategy and CRD’s alignment to achieving their strategy

Sustaining a strong understanding of the Charles River IMS and keeping up-to-date with current functionality, offerings and upgrades

Maintaining frequent communication and collaboration with internal client account teams and business units

Establishing long-term, strategic objectives for each client and measure success against account plan goals

Maintaining awareness of market and industry trends and news relevant to CRD and client base

Proactively ensuring effective client issue resolution, project delivery, response to information requests, and collaboration with other CRD teams

Assisting the internal Sales team to identify and foster revenue opportunities including additional application modules and services, training or services

What we value

These skills will help you succeed in this role

Demonstrable strong communication and presentation skills including the ability to articulate and present issues, options and resolutions verbally and in writing

Ability to foster strong relationships across client organizations, with senior managers and key decision makers in large and small firms, including good personal and working relationships with end users

Strong analytical and problem-solving skills

Ability to multi-task and successfully manage simultaneous priorities

Proven organizational skills with attention to detail, including strong project management skills

Self-motivated with the ability to operate independently and as a member of a team

Education & Preferred Qualifications

BA/BS degree in Finance, Technology or relevant discipline

15 years’ experience within the Financial Services / Software industry, preferred experience in Relationship Management, Professional Services or similar functioning role

Additional requirements

Ability to travel to client sites 20% – 40% per calendar year

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

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