Client Relationship Manager

3 days ago

london city of london, United Kingdom DOOR Ventures Inc. Full time

Client Relationship Manager – EMEA

Location: London, UK

Type: Full Time

Salary: £45-50k


About Door 

Door is a fast-growing fintech firm that operates in the global asset management and wealth management industry. We work with asset managers and asset allocators (professional fund investors / manager research firms) in over 30 countries.

As technology, wealth and asset management converge, Door brings asset allocators and asset managers together to empower and improve engagement across the investment industry. Door streamlines information exchange through a global, data-enabled network which benefits all stakeholders.

Door started with a known inefficiency in due diligence. We reduce the current broken system of bilateral exchange of information between all industry stakeholders. We help create transparency, support sustainability, improve operational rigour and enable personalisation at scale. Our goal is to make the exchange more efficient and beneficial, reduce risks and open possibilities for the industry to do more. 


The role

Door is seeking a proactive and entrepreneurial Client Relationship Manager (CRM) to lead and extend relationships with our growing client base, with primary focus on asset managers. The CRM is a key role, helping onboard and implement clients systematically and helping them to utilize the Door platform to retain their service. The CRM will play a key role in renewals and upsells, helping negotiate deals that maximizes value to both the client and Door.

Door was founded by asset and wealth management industry practitioners and aim to hire individuals who already understand our clients’ businesses and functions. The Client Relationship Manager must be self-starting, organised and collegiate, with excellent communication and presentation skills.

Door has clients across Europe; therefore, the CRM may be required to travel to deliver in-person meetings with clients. The CRM must be ready to deal with a range of client roles in asset management and manager research firms, articulately explaining the Door proposition, providing platform demos/updates and managing any concerns, with client satisfaction always being the ultimate goal.

The CRM will report into the Head of Sales & Client Relations (EMEA) and will be working alongside all internal teams to help drive strategic initiatives. Our entrepreneurial team thrives in an environment of collaboration, accountability and mutual respect.

If you want to join a dynamic, fast-growing fintech business that’s rethinking how information flows in the investment management industry, we want to hear from you. 


Key responsibilities

  • Maintain strong relationships with Door’s current asset manager clients, whilst also supporting Door’s asset allocator clients
  • Build individual relationships within client firms (e.g. RFP, Sales/Distribution, Fund Analysts and Marketing teams) understanding differing user cases
  • Onboard asset managers to Door’s platform, implementing and following up systematically
  • Present to asset managers’ client-facing teams and provide platform demos, directing other Door colleagues to meet asset managers when required
  • Ensure asset managers can be responsive to their clients (asset allocators) on Door and drive engagement
  • Support Sales and other CRMs for both asset manager and asset allocator related queries
  • Ability to work in a technical capacity, capturing client feedback and working with Door’s technology team to develop new services and digital tools for our clients
  • Help drive Door’s strategic initiatives, working alongside Door’s internal teams, and source potential new opportunities


Required

  • 2-3 years’ experience of working with clients in fintech or the investment management industry (preferably in Client Success, Business Development or Fund Research roles)
  • An understanding of SaaS platforms and basic knowledge of the investment management industry is desirable, curiosity to learn is key
  • Good project management skills – ability to translate client requirements into tangible actions, building clear plans and charting progress of clients
  • Excellent communication and interpersonal skills – confident in building lasting relationships with internal and external stakeholders, liaising with all levels of authority, navigating cultural and user case differences
  • Ability to negotiate and influence clients to achieve best results and retain their service
  • Self-starting and motivated to improve processes for both the clients and internally, challenging the status quo
  • Problem-solver with a pragmatic attitude to identify clear routes and processes to yield results
  • Humble, team player that is flexible to support colleagues and work on other initiatives to help drive Door’s strategic goals


Benefits

  • Company pension
  • Flexible work environment
  • Travel
  • Exposure to a range of client roles and industry events
  • 25 Days annual leave + Bank holidays + Plus Birthday
  • Discretionary bonus
  • Fast growth opportunities


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