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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client success and account management within the Capital Markets industry, focusing on customer retention, relationship building, and effective communication. Proficient in managing client integrations and ensuring compliance while driving revenue retention through strategic negotiation and problem-solving.
Highest-signal resume keywords
Client Success ManagementCapital Markets ExperienceSalesforce ProficiencyProject Management SkillsStrong Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account ManagementClient Integration ManagementContract NegotiationTechnical SupportRevenue Retention StrategiesProblem SolvingDetail OrientationMulti-taskingMicrosoft Excel ProficiencyCustomer Relationship Management
Soft Skills
Strong Influencing SkillsGood JudgmentResults DrivenExceptional Phone DemeanorAbility to Work Independently
Tools & Technologies
SalesforceMicrosoft Office
Industry Keywords
Capital MarketsCustomer RetentionClient SatisfactionComplianceService Sales
About the role
Key responsibilities & impact- Develop customer relationships that promote retention and loyalty
- Work closely with assigned customers to ensure satisfaction and improve areas of dissatisfaction
- Advocate for customers and provide the company with the voice of the customer
- Provide technical support to customers when needed
- Proactively identify account issues and seek quick resolution through problem solving and communication
- Drive revenue retention from assigned accounts through in-depth knowledge of clients’ business models, technology platforms, products, services, contracts, fee structures, contacts, and volume/revenue statistics
- Manage implementation, confirmed billing, training communication, and overall client experience
- Negotiate renewal contracts and client conversion/migration strategies
- Ensure compliance issues are met and disclosed to clients
- Manage client integrations, conversions to new solutions, platforms, or products, and client project management
- Engage product expertise and navigate business lines to provide high-level client service
- Manage customer relationships within the Capital Markets segment as the main point of contact for complaints and issue resolution
- Liaise with clients daily and provide feedback to operations
- Develop and nurture smaller existing and new-business client accounts
- Attend weekly account management meetings to review client accounts and ongoing projects
- Support customer service teams with escalated issues
Requirements
What you’ll need- 6+ years of related experience in client success, account management and/or sales preferred
- Capital Markets industry experience preferred, particularly in software or service sales
- Ability to work independently
- Good judgment
- Proven success working in a matrix environment
- Strong influencing skills and executive presence
- Strong verbal and written communication skills
- Exceptional phone demeanor
- Ability to focus on goals and develop a work plan that produces desired results
- Detail oriented and ability to multi-task
- Results driven and persistent
- Excellent customer service and relationship building skills
- Proficient in Microsoft Office, including Excel skills
- Proficient in Salesforce
- Organizational and project management skills
- Able to thrive in a fast-paced environment
Benefits
Comp & perks- Hybrid working model: 1 day in the office a week for “moments that matter” and the rest of the time can be remote
- Competitive compensation, commissions and benefits
- Career path for continued professional growth
- Access to world class self-development portal
- Generous PTO and 11 paid holidays
- Well-being and volunteer time off
- Up to 16 weeks of fully paid parental leave
- Baby stipend
- Multiple medical plan options
- Mental health and wellness support offerings
- 401(k) with company match and vesting after one year
- $400 annual well-being stipend
- Tuition assistance up to $5,250
- Recognition Rewards
- Referral bonuses
- Exclusive discounts