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Client Relationship Manager Americas - Spanish speaker

Job Title:

Client Relationship Manager Americas - Spanish speaker


New York, NY


Information Technology

Job Description:

Client Relationship Manager - Americas 

Spanish / Portuguese Speaker

Location:  New York


  • Proactive client outreach - Provide client training and product demonstrations (in person, via WebEx or in-house) to increase product’s usage and engagement, identify up-sell/cross-sell opportunities and build/maintain strong client relationships.
  • Prioritize Tier 1 and low usage clients, followed by all other Client Touch Plan activities
  • On-board new clients efficiently and accurately within required timeframes.
  • Build and maintain strong client relationships and become the single point of escalation for the client across all products/platforms
  • KYC – understand client workflows and assist with addressing pain points
  • Maintain accurate client records and ensure meeting notes, takeaways, market intelligence and feedback are entered on the CRM platform.
  • Provide client feedback to Product and Sales as appropriate to support product enhancement, renewal and growth objectives.
  • Work closely with Product Support, Information Technology, Sales and other groups in the analysis, interpretation and resolution of client issues that occur within COMPANY Solutions’ research, credit data and analytics products.
  • Utilize internal system (Salesforce Service Cloud) to log issues, escalate unresolved queries and follow-up with relevant departments for issue’s resolution.
  • Inform clients of relevant research, new product developments or updates.
  • Produce ad-hoc reports and clients’ usage statistics.
  • Participate to COMPANY Solutions events and conferences where required.
  • Enter sales opportunities into the CRM platform and assign to relevant sales person for follow-up.
  • Escalate rating leads to BRM (Business Relationship Management).
  • Participate to internal projects if and when required.
  • Meet KPIs as set by management including # of meetings/calls/emails per month and retention rate/content usage of clients assigned.


Job Requirements:

Qualifications and experience:

  • Educated to degree level or equivalent.
  • Customer focused with commitment to providing exceptional client service.
  • 4 to 5 years of previous experience in a client-facing or relationship management role.
  • In-depth technical /product/content knowledge.
  • Prior experience with Datafeeds, Web based platforms, API or Excel Add-in is a plus.
  • Highly client-focused with demonstrated commitment to relationship building
  • Highly motivated, flexible, proactive, and adaptable to change.
  • Excellent organizational and time management skills, including ability to prioritize and work under tight deadlines.
  • Strong written and verbal communication skills.
  • Strong presentation skills.
  • Self-starter who can work well both independently and as part of a team environment.
  • Foreign language fluency would be a distinct advantage.  Fluent written and verbal Spanish or Portuguese would be preferred, other languages desirable.
  • Knowledge of Fixed Income products preferred but not required.

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