The ideal candidate is passionate about driving customer adoption, renewals, growth, and success with the MackeyRMS platform. This individual must be able to articulate the value of MackeyRMS to a variety of global investment management organizations, ranging from newly launched hedge funds and top-10 global asset management firms to some of the world’s most esteemed pensions and endowments.
This CSM leader is a player/coach, works well with performance-focused customers, and remains committed to providing customized, creative solutions. The Manager/Director is highly communicative, team-oriented, sales-minded and customer focused.
The CSM leader is responsible for ensuring customer loyalty by meeting regularly with clients, communicating platform improvements, and helping clients realize the full value of the MackeyRMS solution. The role will be measured by the percentage of license renewals, upsell opportunities identified, increase in referenceable accounts, and general client satisfaction as measured through surveys.
MackeyRMS is a SaaS-based research management platform engineered to optimize the way analysts and portfolio managers generate, share, debate and act on investment research conducted for actively managed portfolios. Relied upon as a single system of record for research supporting the investment process, MackeyRMSis used by many of the world’s leading investment managers to organize key investment workflows, engender trust from investors, and streamline regulatory and compliance oversight. MackeyRMS is used by institutional asset managers and asset owners across the Americas,EMEA and APAC regions.