Client Partner

4 weeks ago

Old Toronto, Canada Fenergo Full time

Role Overview

Fenergo is a leading provider of Client Lifecycle Management (CLM) software solutions, empowering financial institutions to deliver a faster, compliant, and digital customer experience. As a Client Partner at Fenergo, you will play a crucial role in ensuring client satisfaction, fostering strong relationships, and identifying opportunities for upselling Fenergo's products and services.

Key Responsibilities

  • Cultivate and maintain strong senior relationships with assigned clients.
  • Serve as the senior Fenergo point of contact for clients, including escalations.
  • Work with the 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, and P&L aspects of the book of work.
  • Identify cross/up selling opportunities within the existing client portfolio.
  • Collaborate with sales teams to drive revenue growth through cross/up-selling.
  • 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.

What We Offer

  • Healthcare cover with Canada Life.
  • Retirement savings plan.
  • Employee Assistance Programme.
  • Opportunity to earn an annual company bonus.
  • 20 days PTO.
  • 3 company closure days.
  • Extensive training programs, classroom and online, through 'Fenergo University'.
  • Other competitive company benefits, such as flexible working hours, work from home policy, sports and social committee, and much more.
  • Buddy system for all new starters.
  • Opportunity to work on a cutting-edge Fintech Product, using the latest tools and technologies.
  • Defined training and role tracking to allow you to see and assess your own career development and progress.
  • Work From Home set-up allowance.

About Fenergo

Fenergo is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace, where all employees are valued, respected, and can reach their full potential. We do not discriminate based on race, colour, religion, sex, national origin, age, disability, or any other characteristic protected by applicable law. Our hiring decisions are based solely on qualifications, merit, and business needs. We believe that a diverse workforce enriches our company culture, fosters innovation, and contributes to our overall success. We strive to provide a fair and supportive environment for all employees, promoting equal opportunities for career development and advancement.

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