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RFA

AI-driven MSP for financial IT operations

Client Relationship Manager

Account ManagementConfirmed live in the last 24 hours
Full-timeNew York, NY, USANo salary listedHybrid

About the Job

Requirements

  • Account management or client development experience in a consultative, solution-based environment.
  • Project management experience, including cost management and basic accounting calculations.
  • Ability to review and track new opportunities for the organization.
  • Solid understanding of technology, including cloud, storage, infrastructure, and desktop systems.
  • Ability to actively listen, ask relevant questions, and gather, document, and communicate effectively with clients and internal project stakeholders.
  • Ability to work on simultaneous projects and complete tasks in a timely manner with minimal supervision.
  • Strong business, organizational, verbal, and written communication skills.
  • Ability to communicate clearly and concisely with technical and non-technical professionals, including vice presidents and C-level professionals.
  • High proficiency with Microsoft Office software, including Excel, Microsoft Word, and PowerPoint.
  • Bachelor's degree or equivalent level of experience.

Responsibilities

  • Proactively identify and engage current and potential clients through methods including email, trade shows, and social media.
  • Understand clients' overall business and information technology strategies and communicate them effectively to the design team to develop solution-based roadmaps addressing client needs.
  • Develop client-specific strategies to identify and address client needs, and stay abreast of new opportunities to align clients' future requirements with the company's product set.
  • Liaise with relevant business units to secure resources required to complete tasks on time and on budget, and support marketing initiatives by providing relevant client feedback.
  • Plan and lead presentations, demonstrate value-added, solution-based strategies, articulate how the company can resolve client issues, and demonstrate positive return on investment when necessary.
  • Collaborate across departments to promote outstanding client service.
  • Negotiate contractual terms and conditions, including price, payment terms, and deliverables.
  • Maintain the client database with relevant information, including new sales opportunities, and maintain competitor profiles.
  • Work under pressure and meet deadlines, including working extra hours when needed.
  • Serve as the point of contact for escalation requests.
  • Attend networking and client events during and after business hours.

About the Company

RFA

AI-driven MSP for financial IT operations

RFA is an AI-powered managed services provider for financial services firms. It uses the Titan AI platform to embed automation, monitoring, and analytics directly into IT operations, enabling proactive issue detection and resolution to prevent business disruptions. With 35+ years of experience and a presence in 14 locations, RFA offers managed cybersecurity, compliance, cloud, and end-user services tailored for fast-moving, highly regulated organizations. Unlike vendors that offer AI as a separate add-on, AI is built into every layer of its operations. The company aims to help client teams focus on core business priorities by keeping IT operations secure, compliant, and efficient.

Company size
501-1,000
Company stage
Not listed
Total funding
Not listed
Headquarters
New York City, New York
Founded
Not listed

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