Client Success Strategist

1 month ago


Toronto, Ontario, Canada Fenergo Full time
About Fenergo

Fenergo is a pioneering company at the forefront of digital transformation in financial institutions, revolutionizing the way client and regulatory technology is utilized. With a focus on providing Client Lifecycle Management (CLM) software solutions, Fenergo empowers financial institutions to deliver a faster, compliant, and digital customer experience.

With over 700 employees across 11 offices worldwide, Fenergo is a truly global company with a unique opportunity for ambitious individuals to make a significant impact in the financial services industry. The company's impressive track record is reflected in numerous accolades, including being recognized as the No. 1 CLM provider in RiskTech100TM and the winner of the Deloitte Best Managed Companies award.

Fenergo's CEO, Marc Murphy, emphasizes the company's commitment to innovation and growth, making it an exciting place for talented individuals to contribute their skills and showcase their abilities.The Role: Client Partner

This role entails managing a portfolio of clients through their life cycle from delivery through to post-implementation. As a Client Partner, you will play a crucial role in ensuring client satisfaction, fostering strong relationships, and identifying opportunities for upselling Fenergo's products and services.

Your Responsibilities:

  • Cultivate and maintain strong senior relationships with assigned clients.
  • Serve as the senior Fenergo point of contact for client, including escalations.
Implementation:
  • Work with Sales team on pricing /scoping and planning of opportunities.
  • Delivery ownership post contract signature, ensuring a product led approach, where the existing capability of the platform is leveraged and aligned with best practices.
  • Internal client advocate for roadmap / product dependencies.
  • Commercial accountability for overall delivery, including margin, revenue recognition, P+L aspects of the book of work.
Portfolio Growth:
  • Identify cross/up selling opportunities within the existing client portfolio.
  • Collaborate with sales teams to drive revenue growth through cross/ up-selling.
Strategic Planning:
  • Develop and execute strategic account plans to meet client needs and business objectives.
  • Stay informed about industry trends and client challenges to provide proactive solutions.
Requirements:
  • Bachelor's degree in Business, Finance, or a related field.
  • Proven experience in client management within the financial services or software industry.
  • Strong understanding of regulatory compliance and financial industry trends.
  • Excellent communication, negotiation, and presentation skills.
  • Regular travel to client sites is expected.
Estimated Salary: $120,000 - $150,000 per year

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