Senior Relationship Manager

About The Role

Please note that this role can be either located in New York, NY or Charlotte, NC.

Responsibilities

• Own the end-to-end client lifecycle for PEI’s most strategic, highest-value accounts.
• Sit a step above the Account Manager role, accountable for long-term relationship strategy, senior stakeholder engagement, retention and new revenue growth across the portfolio, acting as the clients' trusted advisor and internal executive sponsors across products, brands, and geographies.
• Strategic Relationship Ownership:
  • Own multi-year strategic account plans for a portfolio of top-tier clients, aligned to each client's business objectives and investment priorities.
  • Build senior and C-level relationships across the client organization, reaching beyond day-to-day users to economic buyers.
  • Act as executive sponsor and primary escalation point across the full client lifecycle.
  • Lead executive business reviews, demonstrating ROI against agreed success criteria.
  • Drive enterprise-wide adoption, utilization, and embedded workflows across the client's teams.
• Renewal & Commercial Leadership:
  • Own end-to-end renewal strategy across the portfolio, with full accountability for retention, net revenue retention, and portfolio growth targets.
  • Lead complex, multi-stakeholder negotiations including multi-year agreements and co-termination structures.
  • Set pricing and packaging strategy for the portfolio in line with commercial policy and rate card, balancing client value with revenue outcomes.
  • Convert Client Engagement usage and satisfaction insight into renewal strategy.
• Expansion & Growth:
  • Identify and develop whitespace across products, brands, and geographies, converting single-product relationships into enterprise partnerships.
  • Lead cross-sell and upsell strategy in collaboration with Client Sales Executives and BDRs, sequencing motions around renewal timing.
  • Sponsor the transition of significant new logos into long-term strategic relationships.
  • Feed client intelligence to Marketing and Product to shape propositions and roadmap priorities.
• Leadership & Collaboration:
  • Mentor and coach Account Managers, sharing best practice on account planning, negotiation, and relationship development.
  • Chair account planning sessions, orchestrating Sales, BDRs, Client Engagement, and Marketing around the account strategy.
• Data & Insights:
  • Own retention risk management for the portfolio using account health metrics, usage data, and NPS feedback.
  • Provide senior-level forecast accuracy on renewals, expansion, and risk across the portfolio.
  • Identify churn risk early and lead intervention strategies, mobilizing senior stakeholders to resolve.

Qualifications

• Proven track record managing strategic, enterprise accounts with strong focus on retention and expansion.
• Demonstrated success leading complex negotiations and multi-year contract structures.
• Experience managing portfolio of accounts with accountability for net revenue retention.
• Strong track record of C-level and executive engagement.
• Demonstrated ability to mentor and develop sales teams.
• Proven success in account planning and strategic business review execution.
• An interest in Private Markets and enthusiasm to learn more about the industry.

Technical Skills

• Advanced negotiation and pricing strategy skills.
• Proficiency in account planning, mapping, and relationship development.
• Ability to analyze usage data, account health metrics, and NPS to drive strategy.
• Proficiency with CRM platforms and data management (Dynamics 365 preferred).

Personal Attributes

• Strategic thinker: ability to develop long-term account strategies aligned with business objectives and market dynamics.
• Executive presence: confidence and poise when engaging with C-level and senior stakeholders.
• Strong leadership and coaching abilities: demonstrated success mentoring and developing teams.
• Excellent communication and relationship-building skills across all levels of an organization.
• Results-oriented with focus on driving measurable commercial outcomes.
• Resilient and adaptable: ability to manage complex stakeholder dynamics and navigate organizational changes.
• Collaborative: ability to work cross-functionally with Sales, Client Engagement, Marketing, and Product teams.
• A high degree of personal accountability and commitment to client success.