Client Relationship Manager

Who We Are 

Investortools has been a leader in fixed-income technology for over four decades, supporting institutional investors with portfolio management and credit analysis software systems. Our platform is trusted by hundreds of financial institutions, including SMA managers, fund managers, broker-dealers, and other market participants, to manage over $1 trillion in assets. We’re committed to creative problem-solving, excellent service, and a collaborative culture rooted in strong values, offering you the opportunity to grow your skills and shape your career. 

What You’ll Do 

As a Client Relationship Manager, you’ll be a strategic partner our clients rely on to get the most out of their Investortools solutions. You’ll work to build long-term relationships with assigned accounts, earning trust with key stakeholders, decision-makers, and users by understanding their unique goals and challenges. After gaining a deep knowledge of our products, you’ll provide ongoing support, creative problem-solving, project management, and proactive guidance, promoting Investortools solutions that keep client operations running smoothly and efficiently. 

In this client-facing, relationship-driven role, you’ll work closely with developers and internal teams to enhance deployments, streamline integrations, optimize data operations, and refine workflows. Your ability to anticipate needs, address issues before they become problems, and inspire confidence will help develop strong partnerships and create lasting success. 

Responsibilities 

• Provide a rapid response to technical and product support requests from clients. 

• Build, maintain, and deepen strong, long-term client relationships through trust, credibility and partnership with key users. 

• Effectively manage assigned clients’ short- and long-term projects with competence and consistency. 

• Prioritize on-site and in-person client visit opportunities, traveling to financial centers across the country. 

• Effectively train users on Investortools products, workflows, and features. 

• Advocate internally for clients in a clear, concise, and measured manner. 

• Keep internal systems and stakeholders updated through good documentation and proactive communication. 

• Collaborate effectively with all stakeholders, including Account Executives, development teams, peers, and supervisors. 

• Partner with Account Executives to create a vision for client outcomes, set supporting goals, and deliver results for assigned client accounts. 

• Identify and escalate risks and opportunities within assigned client accounts to the appropriate Account Executive. 

What We’re Looking For 

• Bachelor’s degree in Technology, Science, Business, Finance, Economics, Math, Engineering, or similar fields. 

• 3+ years in a client relationship management or similar senior client-facing role. 

• Proven track record of building and maintaining executive-level relationships. 

• Desire to learn and support a robust software suite. 

• Willingness to learn the complex municipal and corporate bond market. 

• Strong analytical and problem-solving skills. 

• Proven ability to work well under pressure, manage projects and meet deadlines while maintaining high-quality results. 

• Able to work collaboratively across disciplines with excellent communication, organizational, and collaborative skills. 

• Exemplary interpersonal skills. 

• Eligible to work in the U.S. without visa sponsorship. 

Why Investortools? 

At Investortools, you will have the opportunity to partner with some of the largest and most respected financial firms in the world. You will work primarily with professionals in investment management, such as portfolio managers, credit analysts, and traders, to deliver solutions that have an impact. 

We are a family-owned company built on Christian principles that takes a long-term perspective in service to our clients. We value a healthy work life balance and foster a culture of mutual respect, high ethical standards, and true collaboration. 

What we offer 

• Competitive Compensation: Estimated range $80k - $110k annual salary based on experience. 

• Generous Time Off: 17 days of PTO per year, plus 10 paid holidays. 

• Comprehensive Health Coverage: Medical, dental, and vision insurance with multiple deductible options and employer contributions. 

• Health Savings Account (HSA): Company-funded HSA plans, based on coverage level and IRS contribution limits. 

• Financial Security: Company-paid life insurance and both short- and long-term disability insurance. 

• Optional Coverage: Voluntary accident and critical illness insurance available. 

• Supportive Programs: Employee Assistance Program and wellness initiatives to support your well-being. 

• Retirement Savings: 401(k) retirement plan with company match. 

• Perks: Enjoy daily lunch provided on-site. 

At Investortools, your contributions truly matter. The work is challenging, engaging, and meaningful. Apply now and let’s talk about what we can accomplish together. 

This is an exempt position anticipated to be between $80,000 - $110,000 annual salary based on experience and knowledge shown in the interview process.