Executive Vice President, Client Growth Team

Overview of the Role:

The Relationship Manager (RM) at TresVista is responsible for building and maintaining strong relationships with clients, ensuring their satisfaction, and identifying opportunities for business growth. This role involves strategic oversight, managing client interactions, and providing deeper domain expertise on deliverables. The RM reports directly to the Client Growth Team (CGT) Leader.

Key Role Deliverables:

• Client Relationship Management:

  Developing and maintaining positive relationships with clients, understanding their needs, and ensuring their satisfaction

• Strategic Oversight:

  Providing strategic oversight into deliverables, ensuring high-quality execution and alignment with client expectations

• Business Growth:

  Identifying opportunities for business growth and working closely with Sales and Marketing teams to boost profitability and customer satisfaction

• Problem Solving:

  Addressing and resolving client issues promptly and effectively, ensuring a high level of client satisfaction

• Feedback and Improvement:

  Soliciting feedback from clients and incorporate it into client-specific training manuals and processes to continuously improve service quality

• Team Direction:

  Providing directions to the various TresVista delivery teams assigned to the client, ensuring alignment with client goals and objectives

• Strategic Contributions:

  Leading or joining special commercial projects, provide training, and contribute insights to specific initiatives

• Guidance and Coaching:

  Providing guidance and coaching to other Junior RMs, Senior Sales Development Associates (SSDAs) and Sales Development Associates (SDAs) in the team

Key Performance Indicators:

• Annual Contract Value Added (ACVA):

  The main KPI will be to increase the overall firm revenue from the clients, measured as ACVA

• Account Plans:

  Developing clear account plans with the ultimate objective of growing TresVista's commercial relationship with the client

• Client Engagement Expansions:

  Increasing the number of client engagements

• Client Integration and Satisfaction:

  Ensuring high integration and client satisfaction levels

• Client Engagement Attrition:

  Mitigating and minimizing client engagements attrition

• Upsell and Cross-sell Opportunities:

  Identifying new opportunities to upsell and cross-sell TresVista solutions and services

Prerequisites:

• Excellent communication, problem-solving, and interpersonal skills
• Ability to work collaboratively with cross-functional teams
• Strong organizational skills and attention to detail
• Ability to manage multiple client relationships simultaneously

Experience:

• 8-15 years of experience in managing global accounts, preferably in the Financial Services or Consulting industry

Education:

• Bachelor’s degree in business administration, Finance, or a related field
• An MBA or equivalent is preferred

Compensation:

• The compensation structure will be as per industry standards