Central to our Organization, CRM’s are the link between the operations teams and the clients, working with different people in the organisation to ensure that customers are satisfied with all our services
Job Summary
Central to our Organization, CRM’s are the link between the operations teams and the clients, working with different people in the organisation to ensure that customers are satisfied with all our services.
You will have to develop a deep understanding of the clients’ strategy, goals and future demands, being responsible for maintaining existing client book and ensuring that the revenues of the client portfolio grow, both in volume and in profitability.
We pride ourselves in our commitment to fostering a connected and inclusive culture, all our opportunities at Apex have four (4) days in office requirement.
Matching Summary
Central to our Organization, CRM’s are the link between the operations teams and the clients, working with different people in the organisation to ensure that customers are satisfied with all our services.
Salary
Base: USD $120,000.00 – USD $130,000.00; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Client Relationship Management
Client Service Delivery
Revenue Growth Identification
Cross-selling Opportunities
Client Profitability Assessment
Salesforce Pipeline Management
Nice-to-have
Positive Disrupter
Industry-Changing Realities
Connected and Inclusive Culture
Solution Oriented Manner
Key Requirements
Bachelor's degree in Accounting, Finance, Business, or related field
5+ years of experience in client-facing roles
Familiarity with fund accounting systems
Experience with hedge funds, private equity, or institutional clients preferred