Client Relationship Manager

Job Description

Job Description

Salary : $80,000 - $110,000 annual salary

Who We Are

Investortools has been a leader in fixed-income technology for over four decades, supporting institutional investors with portfolio management and credit analysis software systems. Our platform is trusted by hundreds of financial institutions, including SMA managers, fund managers, broker-dealers, and other market participants, to manage over $1 trillion in assets. Were committed to creative problem-solving, excellent service, and a collaborative culture rooted in strong values, offering you the opportunity to grow your skills and shape your career.

What Youll Do

As a Client Relationship Manager, youll be a strategic partner our clients rely on to get the most out of their Investortools solutions. Youll work to build long-term relationships with assigned accounts, earning trust with key stakeholders, decision-makers, and users by understanding their unique goals and challenges. After gaining a deep knowledge of our products, youll provide ongoing support, creative problem-solving, project management, and proactive guidance, promoting Investortools solutions that keep client operations running smoothly and efficiently.

In this client-facing, relationship-driven role, youll work closely with developers and internal teams to enhance deployments, streamline integrations, optimize data operations, and refine workflows. Your ability to anticipate needs, address issues before they become problems, and inspire confidence will help develop strong partnerships and create lasting success.

Responsibilities

• Provide a rapid response to technical and product support requests from clients.
• Build, maintain, and deepen strong, long-term client relationships through trust, credibility and partnership with key users.
• Effectively manage assigned clients short- and long-term projects with competence and consistency.
• Prioritize on-site and in-person client visit opportunities, traveling to financial centers across the country.
• Effectively train users on Investortools products, workflows, and features.
• Advocate internally for clients in a clear, concise, and measured manner.
• Keep internal systems and stakeholders updated through good documentation and proactive communication.
• Collaborate effectively with all stakeholders, including Account Executives, development teams, peers, and supervisors.
• Partner with Account Executives to create a vision for client outcomes, set supporting goals, and deliver results for assigned client accounts.
• Identify and escalate risks and opportunities within assigned client accounts to the appropriate Account Executive.

What Were Looking For

Why Investortools?

At Investortools, you will have the opportunity to partner with some of the largest and most respected financial firms in the world. You will work primarily with professionals in investment management, such as portfolio managers, credit analysts, and traders, to deliver solutions that have an impact.

We are a family-owned company built on Christian principles that takes a long-term perspective in service to our clients. We value a healthy work life balance and foster a culture of mutual respect, high ethical standards, and true collaboration.

What we offer

At Investortools, your contributions truly matter. The work is challenging, engaging, and meaningful. Apply now and lets talk about what we can accomplish together.

This is an exempt position anticipated to be between $80,000 - $110,000 annual salary based on experience and knowledge shown in the interview process.