JOB BOARD: Relationship Manager - Private Markets, Solium, San Francisco

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Job description
About Solium


At Solium, our business is to become the global leader in equity-based (stock) incentive and share purchase savings plan management. We specialize in the delivery of complete web-based services for the full lifecycle of equity-based incentive and savings plans. Through our technically advanced Solium ShareworksTM platform, Solium is setting the industry's service standard for the administration and execution of all types of equity-based incentives and savings plans.


Why work at Solium?


Solium is growing globally at an exponential rate, attracting some of the most leading-edge, headline-making private market customers from around the globe. Our clients are changing the world through innovative solutions to some of modern society's most interesting issues: urban transportation, secure and efficient electronic communication and even space flight!This means that every member of our team is critical to our success. If you have an unfailing commitment to excellence in everything you do, a passion for providing top-tier customer service, and are excited by the thought of interacting directly with customers who are leading the charge in their respective markets, then we would welcome your contribution to our team. We reward our people with a fun, flexible environment, and a competitive compensation and benefits package.We currently have a full-time, permanent opportunity for a:


Relationship Manager - Private Market Focus


Located in San Francisco, CA and reporting into the Senior Vice President-Private Markets, you will be responsible for overseeing, servicing, cultivating and growing existing corporate client relationships toward mutual partnership and success. Acting as the main point of contact for designated corporate clients, you will interact with all departments within Solium to ensure that client expectations are met, satisfaction levels are maintained.


What You'll Do
Proactively build "partnership" style relationships focusing on integration at all levels, maintaining relationship with senior client contacts
Interact with various client stakeholders to solve problems, build strong partnerships, and uncover new opportunities.
Conduct ongoing needs analysis to determine appropriate services to meet client requirements; prepare specifications/gap analysis documents for client requests for new functionality
Keep client apprised of new product functionality that may be relevant to the client and their plan administration through Shareworks
Foster client loyalty through Solium's standard client interaction protocols and proactive client retention initiatives including client meetings, corporate communications, quarterly partnership meetings, etc.
Understand and interpret Solium contracts, and any client exceptions to Solium standards, with respect to pricing, plan management or service level commitments.
Troubleshoot ad hoc client queries using the Solium ShareworksTM application.
Conduct client meetings, demonstrations, training sessions, user training sessions, and other client requests as required.
Mentors colleagues with respect to client interaction, communication tactics and positioning strategies.


What You Bring
College or university diploma or degree in Business, Economics or similar
Minimum 3 years in an Account Management, Client Services, or Sales role
Experience in the equity or share plan industry, including group and retirement plans, would be an asset
Excellent written and oral communication and presentation skills.
Proven ability to work independently and manage numerous assignments concurrently
Demonstrated competency with common technology and technical concepts, including but not limited to email, internet, Excel and Word
Strong analytical, attention-to-detail, and problem solving skills
Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities
Ability to travel up to 25% of time within and outside North America


What You'll Get
Market-rate salary based on experience
Participation in annual bonus plan and stock incentives
Casual environment - fun, flexible and mobile
Ongoing learning and development, lots of opportunities for advancement and global mobility
20 Paid Days off + 9 holidays (and 4 week sabbatical after five years)
Relocation support, if required, for the right candidate
Note: We can only currently accept applicants who are permanent residents or US citizens. We cannot currently sponsor visas.


 

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