Sr. Client Relationship Manager - PA-BAS_Q3-2026-R003

About the role

This role is responsible for nurturing and expanding relationships with a portfolio of key clients, ensuring their satisfaction, and identifying opportunities for growth within DST Technologies' Professional Accounting - Business Advisory Services (PA-BAS) sector. Specifically, this role will help lead and ensure success of a variety of client events including conversions, mergers, liquidations, etc.

Responsibilities

• Manage and cultivate strong, long-lasting client relationships with assigned accounts in the PA-BAS sector.
• Act as the primary point of contact for clients, understanding their business objectives, challenges, and requirements.
• Develop and execute strategic account plans to achieve client retention, satisfaction, and revenue growth targets.
• Proactively identify automation opportunities and process improvements of the common initiatives frequently performed in the team.
• Collaborate closely with internal teams (e.g., client relationship teams, product development, service delivery, technical support, operations, financial control) to ensure client needs are met and issues are resolved efficiently.
• Prepare and deliver compelling presentations, proposals, and reports to clients, showcasing the value and benefits of DST Technologies' offerings.
• Monitor client satisfaction, gather feedback, and implement strategies for continuous improvement.
• Stay informed about industry trends, competitor activities, and new product/service offerings relevant to the PA-BAS market.

Requirements

• Bachelor's degree in Business Administration, Finance, Accounting, Marketing, or a related field. MBA is a plus.
• Minimum of 7-10 years of experience in client relationship management, account management, or sales within the financial services or professional services technology sector.
• Proven track record of successfully providing client support.
• Strong understanding of the mutual fund industry.
• Excellent communication, interpersonal, and presentation skills, with the ability to articulate complex technical and business concepts to diverse audiences.
• Demonstrated ability to build rapport, influence stakeholders, and negotiate effectively.
• Self-motivated, proactive, and results-oriented with a strong client-centric approach.
• Proficiency in CRM software (e.g., Salesforce) and Microsoft Office Suite.

Qualifications

Not specified.

Skills

• Client relationship management
• Account management
• Sales
• Financial services
• Professional services technology
• Communication
• Interpersonal skills
• Presentation skills
• CRM software (e.g., Salesforce)
• Microsoft Office Suite

Benefits

• Medical, dental, and vision coverage
• 401(k) plan with company match
• Paid time off, holidays, and parental leave
• Professional development reimbursement opportunity

Pay

TBD

Schedule

Hybrid