Regional Vice President, Client Partnerships
InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency.
The Regional Vice President (RVP) of Client Partnerships is a key executive leadership role, responsible for driving strategic growth, fostering client relationships, and ensuring customer success within a defined region. This role focuses on scaling revenue through exceptional account management, business development, and partnership strategies. As a leader in a SaaS organization, the RVP will collaborate closely with sales, customer success, product, and marketing teams to deliver tailored solutions that align with client needs and company objectives.
- Develop and execute a regional strategy to achieve revenue and growth targets.
- Establish and nurture strong relationships with key decision-makers at client organizations.
- Identify opportunities to expand existing accounts and drive upselling or cross-selling of solutions.
- Represent the company at industry events, conferences, and client meetings as a thought leader and advocate. Travel may be required.
- Lead regional efforts to deepen client engagement, ensuring high levels of satisfaction and retention.
- Act as a trusted advisor to clients, understanding their business challenges and aligning company solutions to address them.
- Monitor customer health and proactively address any risks to the relationship.
- Build, mentor, and manage a high-performing regional team of account managers and partnership professionals.
- Set clear performance expectations and provide regular coaching and feedback.
- Foster a collaborative, inclusive culture that prioritizes innovation and customer success.
- Work with product and engineering teams to ensure client feedback is considered in roadmap development.
- Partner with marketing to identify regional opportunities and implement targeted campaigns.
- Collaborate with finance and operations to optimize contract negotiations and ensure profitability.
- Analyze key performance metrics, including revenue growth, retention rates, and client satisfaction scores.
- Prepare and present regular performance updates to the executive leadership team.
- Use data-driven insights to refine strategies and improve outcomes continuously.
- 10+ years of experience in client partnerships, account management, or sales leadership, preferably in the SaaS, technology, or financial services industry.
- Bachelor's degree in business, technology, or a related field; MBA or equivalent experience preferred.
- Proven track record of managing and scaling regional teams.
- Ability to identify market trends, anticipate client needs, and align resources accordingly.
- Exceptional interpersonal and presentation skills, with the ability to influence stakeholders at all levels.
- Familiarity with SaaS business models, subscription revenue streams, and enterprise technology.
- Demonstrated success in achieving and exceeding revenue targets.
- Client-centric mindset with a passion for building long-term relationships.
- Strong problem-solving skills and ability to handle complex negotiations.
- Collaborative approach to leadership and cross-functional partnerships.
- Resilient and adaptable nature, capable of navigating a fast-paced, high-growth environment.
InvestorFlow is an investor and deal engagement platform that prioritizes intelligent digital experiences, productivity, and engagement. Our cloud-native platform integrates deal flow management, fundraising, reporting, and investor services. We are proud to serve over 175 clients, including 25 of the top 50 alternative asset managers, managing more than $6 trillion in assets, 750 funds, and 90,000 LPs. Headquartered in Menlo Park, California, we are committed to driving innovation and inclusivity in the financial industry. To learn more about our company, please visit www.investorflow.com.
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Are you ready to take your career to the next level? InvestorFlow, the leading company specializing in CRM solutions for the alternative asset industry, is on the lookout for a Regional Vice President, Client Partnerships based in Menlo Park, CA. This executive leadership role is not just about managing client relationships—it's about driving strategic growth and being the pulse of our client engagements in your region. As the RVP, you'll develop and execute a regional strategy that aligns our innovative solutions with the needs of our clients, nurturing key decision-makers and expanding existing accounts through your exceptional account management skills. Your influence will be felt at industry events, conferences, and meetings where you'll represent InvestorFlow as a thought leader. You'll be at the forefront of ensuring our clients succeed and stay engaged with us, relying on your strong problem-solving abilities and knack for building long-term connections. Leading a high-performing team of account managers, you'll foster a culture of collaboration and innovation while monitoring performance metrics to refine strategies. If you're passionate about client success and ready to navigate a fast-paced, high-growth environment, then this is the opportunity for you. Join us at InvestorFlow and help shape the future of the financial industry while enjoying the perks of a cloud-native platform that creates smart digital experiences for over 175 clients globally!
By
InvestorFlow
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