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Client Success Manager - Investment Consultant

Client Success Manager - Investment Consultant

# of Openings 
Job Location 
New York, New York

More information about this job


In this role with eVestment you will be responsible for developing existing client relationships with our investment consulting clients to achieve two key business objectives:

  • help our clients realize more value from their eVestment solutions,
  • support eVestment’s growth through client retention and new revenue.


You will manage a portfolio of client accounts, serving as their primary eVestment point of contact. You will also assess each client’s needs, monitor the health of the business relationship, handle elevated client issues, manage and discover key client relationships, and participate in contract and renewal discussions with a focus on retaining and growing your book of business.



  • Assess client needs and user needs and the gap to get to the client desired outcome.
  • Manage and grow client relationships to ensure client recognizes that they are getting optimal value from eVestment and are aware of all relevant product capabilities and resources available.
  • Coordinate with internal specialists to meet defined client needs and ensure the client makes progress toward their desired outcome.
  • Prioritize portfolio of accounts using available usage metrics, client knowledge, client expressed needs not met and interaction history.
  • Collaborate with Sales partners to determine growth strategies for each account.
  • Negotiate and resolve contract and renewal questions, including price and term negotiations.
  • Document client issues, feedback and stories in Salesforce and communicate them to the product group. Act as your clients’ advocate.
  • Understand our platform capabilities and how your clients use them. Continually further your knowledge through internal product training.




  • Extremely comfortable with client interaction and exhibit strong customer focus with the highest levels of professionalism and emotional intelligence.
  • Superior and highly professional verbal and written skills.
  • Excellent interpersonal and listening skills, with the intellectual curiosity to seek out root causes and the ability to pick-up on cues and “read between the lines” to understand client sentiment, even when it’s not overtly expressed.
  • Adept at conducting needs assessments and discovery.
  • Self-starter mentality with keen analytical and strategic thinking ability. This is a new role for the company so entrepreneurial mindset is key.
  • Demonstrated track record growing a book of business and high level of comfort determining account-specific strategies and tactics to drive retention and revenue.
  • Skilled at forging new relationships and building extensive networks inside and among client firms, especially with senior level stakeholders.
  • Ability to coordinate resources internally at eVestment and work cross-functionally to find optimal solutions for clients.
  • Experienced in handling challenging client issues and nuanced price discussions.
  • Knowledge of eVestment’s platform is a plus.


It is a key requirement of this role that you have at least 7 years of experience working with the institutional investment consulting community.


We are eVestment, a Nasdaq company.  We make smart money smarter. We are about giving institutional investors as much big data as they need to make smart investment decisions. BlackRock, UBS, Towers-Watson, Putnam and AON Hewitt are just a few of the clients who trust our cloud-based technology platforms. Recently we’ve been named top workplace, ranking #1 in the 2015 Atlanta Journal & Constitution “Top Atlanta Workplaces” list and ranking #15 nationally in the Fortune 2015 “Best Workplaces” list. Our environment is fun, smart, and collaborative. Casual dress, catered weekly lunches, and regular teambuilding activities are part of what makes our environment awesome. We provide exceptional opportunities for development with a dedicated training budget, tuition reimbursement, and time off for training and certification preparation. We’ve also ranked consistently on the Inc. 5000 fastest growing firms list every year since 2007, and we have over 300 amazing team members around the globe.