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