Responsibilities:

• Complete ownership of the Corporate Services business across the Northeast.
• Manage, retain and upsell key accounts.
• Act as the point of contact for clients.
• Drive client engagement.
• Monitor for the early identification of “at risk” clients.
• Organize regular client meetings to discuss client needs and challenges.
• Resolve problems and handle complaints in a timely manner.
• Increase solutions per client
• Decrease cancel rate
• Improve price increase effectiveness
• Improve overall renewal process and reduce billing errors
• Increase market feedback on new product opportunity inside and outside IR
• Develop a more effective team-based approach with product owners on new business initiatives
• Stay up-to-date with new features and product launches
• Suggest innovative ideas to increase sales and improve customer experience

Requirements:

• BA or BS Degree in related field, Corporate Investor Relations experience a plus
• Minimum of 5+ years of Sales and/or client-facing experience with IRO’s
• Demonstrated ability to communicate, present and influence credibly and effectively at all levels of an organization, including C-suite
• Knowledge of Salesforce CRM software to track sales opportunities and customer activity a must
• Excellent communication and negotiation skills
• Customer service minded
• Ability to grasp client’s needs and increase customer engagement
• Understanding of sales performance metrics
• Strong analytical and time-management skills
• Flexibility to travel to clients when needed (approximately 50% travel)
• Superior analytical reasoning, and effective oral and written communication skills
• Ability to work independently and as part of a team in a high energy, fast-paced environment
• Facility with Microsoft Excel, Word and PowerPoint; experience with FactSet a plus