Technical Account Manager - Charles River Development

Charles River Development (CRD), a State Street company, is growing and we are seeking a senior Technical Account Manager to join the team in our Boston and New Jersey locations. The award winning Charles River Investment Management System enables sound and efficient investing across all asset classes to our prestigious clients. We continue to be a market leading solution for investment managers across the Institutional investment, Wealth Management, Hedge Funds and Private Markets industries. We are looking for a dynamic, engaging and creative senior Technical Account Manager to work with our clients and help drive our continued growth.

Job Description

Charles River focuses intently on delivering market leading and feature rich technology wrapped in an exceptional client service experience.  As a senior Technical Account Manager, you will be an essential part of the Client Management organization by leading our engagement with key stakeholders and the ultimate end users of our platform. 

As a Technical Account Manager you will be responsible for remaining current on the latest in CR IMS technology as well as best practices for deployment across our clients. You will leverage your experience with the Charles River IMS to work primarily with our clients’ Portfolio Managers, Traders, Compliance Officers and Operations professionals, ensuring they get the most value from the platform. You will work closely with internal CRD groups such as Client Managers, Product Managers and Professional Services consultants to uncover ways to continuously improve our clients’ experience with Charles River IMS.  As part of the Client Management organization you will serve as eyes and ears on the ground, identifying needs and helping to ensure that CRD continues to deliver on the evolving demands of our sophisticated client base.

As a senior Technical Account Manager, you will be expected to work in close coordination with your team as well as independently on client site. This is an important role within our Client Service organization and a great opportunity for the right person to express both technical product knowledge and an ability to develop relationships with client key stakeholders and end users.

Key Responsibilities

Charles River senior Technical Account Managers are expected to work closely with Client Managers to deliver product expertise to our clients, including:  

• Demonstrating intellectual curiosity regarding CRD products, with the motivation to remain current on new product features and client applications
• Conducting functional demonstrations or high-level training for clients
• Identifying and delivering recommendations for client workflow improvements
• Collaborating with the Product teams to prioritize client enhancement requests after performing business analysis and evaluation
• Determining requirements for client product meetings and formulating the delivery approach with relevant account teams
• Assisting Client Management and Sales to identify new revenue opportunities including additional modules, services and/or formalized training

Qualifications

• BA/BS degree in Finance, Technology or relevant discipline
• 15+ years’ experience within the Financial Services /Software industry, in a project delivery or account management role, or similar
• 7+ year of hands-on experience with CRIMS in an implementation, support or technical capacity is a plus
• Prior Relationship / Client Management background is a plus
• Strong verbal and written communication skills including the ability to articulate issues, options and resolutions verbally and in writing
• Strong analytics and problem solving skills
• Demonstrated ability to foster relationships with product users
• Ability to multi-task and manage simultaneous priorities and client objectives independently
• Proven organizational skills and attention to detail
• Self-motivated with the ability to operate independently and as a member of a team
• Ability to travel to customer sites 20%-40% per calendar year

Salary Range:

$130,000 - $212,500 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term