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Client Strategy Manager

Company: VirtualVocations
Location: San Bernardino
Posted on: September 21, 2023

Job Description:

A company is looking for a Client Strategy Manager to support their growing client base in making better investment decisions.
Key Responsibilities:

Own and cultivate relationships with clients, driving value and growth
Act as a thought partner and provide top-notch service to clients
Identify upsell opportunities and advocate for client needs cross-departmentally

Required Qualifications:

Minimum 3+ years of relevant client-facing experience
Ability to build strategic relationships and support business expansion
Passionate about making clients successful and proactively identifying value-adding opportunities
Ability to manage a high-touch, high-volume client base
Interest in investment research and the markets

Keywords: VirtualVocations, San Bernardino , Client Strategy Manager, Executive , San Bernardino, California

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