Project / Relationship Manager

Project / Relationship Manager - Cloud-Based Consultancy - London

A brand-new position has opened for a client-facing relationship manager based in London. iO Associates are proud to be working with this fast growing, service enhancing client, offering cloud-based, pioneering treasury and portfolio finance solutions to sectors including Hedge Funds, Asset Managers and Private Equity.

The ideal candidate will be highly motivated with interpersonal and analytical skills. They should possess an in-depth understanding of financial products and a quick thinker with exceptional organizational skills. They should also be articulate, organized, patient, thorough and able to deal with a variety of people at varying levels of seniority.

Job Duties
> Responsible for maintaining and broadening the firm's relationship with its clients. Fully responsible for his/her assigned clients
> Assist our clients' understanding of the products and train them on relevant new technology and reporting
> Work as part of a team and act in a collaborative manner with the Sales, Product Management and Development teams
> Product Innovation and evolution through client interactions. Communicate client feedback to technology teams to ensure timely request resolution
> Regular client reviews leveraging internal analytics and user stats. Act as a consultancy service by ensuring clients maximise their usage and value from our product
> Seek to upsell our clients with additional components and features
> Manage all aspects of the client onboarding process by following the implementation methodology, which includes understanding client's current workflows and processes, capturing client's requirements details, identifying product enhancements, and defining new procedures and workflows
> Assist clients with day-to-day post implementation functions
> Report progress and ensure the client is aware and up to speed on all project issues
> Own the resolution of any client issues
> Contribute to evolving the daily data validations and client report delivery processes.
> Coordinate project resources internally and externally to ensure delivering projects on time and on budget
> Monitor project budget and review project billing monthly

Required Skills/Experience
> Strong client facing, leadership and management skills
> Strong interpersonal skills
> Excellent communication skills
> Advanced Excel skills
> Experience using SQL is advantageous
> A positive, confident, and determined approach
> Demonstrate a high-degree of self-motivation and ambition