Client Relations Sr. Analyst

Location: Hybrid (Multiple Office Locations Available)

About the Role

A leading professional services organization is seeking a Client Relations Senior Analyst to support strategic growth initiatives across key business areas. This role combines relationship management, business development support, market intelligence, and data analytics to help drive client engagement and identify new business opportunities. The ideal candidate is highly analytical, relationship-focused, and enjoys leveraging data to provide insights and support strategic decision-making.

Responsibilities

• Track and analyze client relationships, business opportunities, and engagement activity.
• Maintain CRM and business development databases, ensuring data accuracy and integrity.
• Prepare reports, dashboards, presentations, and business insights for leadership.
• Support pipeline management, opportunity tracking, and strategic growth initiatives.
• Identify trends and provide actionable recommendations based on data analysis.
• Partner with stakeholders to support client development and relationship-building efforts.
• Assist with events, sponsorships, and business development activities.
• Coordinate with cross-functional teams to support reporting and strategic objectives.

Qualifications

• Required
  • Bachelor's degree.
  • 5+ years of experience in client relations, business development, relationship management, analytics, or a related field.
  • Strong experience with reporting, dashboards, KPIs, and data analysis.
  • Excellent communication, presentation, and organizational skills.
  • Ability to manage multiple projects and stakeholders effectively.
  • Advanced Microsoft Office skills, particularly Excel and PowerPoint.
• Preferred
  • Experience supporting business development, sales, client engagement, or relationship management initiatives.
  • Exposure to financial services, professional services, consulting, investment, or corporate environments.
  • Experience with CRM platforms such as Salesforce, DealCloud, or similar relationship management systems.
  • Understanding of opportunity tracking, pipeline management, and strategic growth initiatives.