Software Client Manager - EDM / tF

Dataium   •  

New York City, NY

Industry: Automotive.


5 - 7 years

Posted 266 days ago

This job is no longer available.

This self-starting individual would be responsible for building and maintaining strong relationships from C-level to product user level across the client base, ensuring client satisfaction and retention, identifying opportunities to expand the use of Markit software platforms within the client organisation, and managing risks as appropriate to maintain and grow overall client revenues. In this role, candidates would also be expected to identify opportunities to cross-sell other solutions products over time.  Travel will be required as necessary.

Duties & accountabilities

  • Develop and maintain strong client relationships and a thorough understanding of Markit EDM and thinkFolio platforms from a product and client value perspective
  • Facilitate regular client engagement through quarterly calls and meetings, working with Support, Implementation and Sales teams to ensure client needs are communicated and addressed
  • Keep abreast of client and industry activity such that any opportunities to increase the use of Markit EDM and thinkFolio software solutions are identified
  • Manage identified opportunities through the sales cycle to close new business and increase revenue, or engage professional services to expand client implementations as appropriate
  • Keep abreast of client and industry activity such that any risks to implementations, relationships, revenues or reputation can be identified; then formulate and manage action plans to address, working with other team members as required.
  • Manage contract renewals and maintain a high client renewal rates
  • Handle incoming enquiries from clients and 3rd party client partners on a day-to-day basis

Education and experience

  • A degree or equivalent
  • Experience within software vendor or service provider
  • 5+ years proven experience working with clients in a client-facing capacity; sales or account management experience a strong advantage
  • Proven track record of solving client problems and/or generating new revenue
  • Understanding of data management or front office space a significant advantage

Commercial awareness

  • Good understanding of the financial services industry and customer service experience
  • Knowledge of buy-side investment management operations and awareness of the impacts of financial regulation
  • Ability to identify opportunities and work with clients to convert

Management requirements

  • N/A
  • Maintain internal knowledge of clients via and internal client management tools
  • Work with Sales and Marketing on relevant client events, including regional conferences and client dinners, webinars, roundtables and user forum

RequiredQualifications & Experience

Personal competencies

Personal impact

  • Adept at building and maintaining trusted and credible relationships with clients and colleagues at all levels
  • Full of initiative and capable of working effectively in a fast-paced business environment
  • Self-motivated; able to work independently with minimal supervision
  • Engaging and credible presence, particularly at senior/C-level
  • Organized, able to multi-task, and have positive attitude to achieve deadlines
  • Strong problem solving skills


  • Excellent communication and written skills
  • Comfortable engaging with client stakeholders at all levels of the organisation and build relationships from C-level to product user level


  • A team player who is comfortable working  at all levels of the business and with external client’s as required
  • Proven ability to work individually and in a team environment.