Client Strategy Principal

Company Description

Curinos is the leading provider of data, technologies and insights that enable financial institutions to make better and more profitable data-driven decisions faster. Born out of the combination of two familiar industry powerhouses, Novantas and Informa’s FBX business, Curinos brings to market a new level of industry expertise across deposits, treasury management lending and digital experience solutions and technologies.

Job Description

Curinos is seeking a Client Strategy Principal to help their Digital business to develop greater knowledge about their range of clients and their business problems, to know how they use Curinos’ proprietary digital data platform and related services, and to leverage this knowledge and user analytics to support account and product development. In this role, you will be the clients’ champion, developing responses and artifacts to drive the retention, renewal, and cross-selling process according to client business problems and applying subject matter expertise on how to practically address their needs.  You will play a leading role in scoping and managing productive client engagements, ensuring successful delivery and coordination of client requests, deliverables, and interactions across the Digital team. 

• Fully engage and manage client relationships in coordination with analysts, customer success, and sales executives
• Build impactful client relationships by serving as the primary point of contact, including leading client calls and in-person meetings
• Develop processes to streamline communications for relationship management, renewals, and additional advisory work
• Become the expert in the Digital subscription products and servicing solutions, to ensure clients receive the best value out of the platform and their programs
• Develop key artifacts for business development initiatives (e.g., upselling, pitches, sales content)
• Understanding important features and deliverables, tailor communications and design collateral based on a range of different-sized clients or different client personas
• Gain an understanding of clients’ strategies key business problems and help solve them via direct response or coordination across the business
• Engage with multiple internal and client stakeholders to advance their knowledge of our digital products
• Use existing data sources and tools, including commercial data, to develop strategy for renewals, bids and proposals
• Document key client engagements and conversations, and coordinate the documentation of client requests or queries to build a coherent view of client needs and potential opportunities
• Identify issues or opportunities for our clients, develop hypotheses, and lead solutions brainstorming
• Coordinate and manage client interactions and contact points across the Digital team and sales executives to ensure coherence and consistency of interaction

Qualifications

• Minimum of 5 years of experience in Retail Banking, Strategy Consulting, Financial Services, and/or Business Intelligence (experience in Digital Banking preferred)
• Bachelor’s Degree required
• Proven track record of client management and direct client interaction with account management or strategic client success experience being an advantage
• Strong understanding of user experience, banking apps, digital transformation, and SaaS platforms preferred
• Excellent written and verbal communication skills with a particular focus on effective practical application of building collateral, PowerPoint decks, and direct client communication
• Eye for detail and design with hands-on experience to create effective product, pitch, and proposal collateral tailored to specific audiences
• Commercial knowledge and numeracy, with strong working knowledge of Excel and sales platforms preferred
• Exceptional project management and team coordination skills
• Experienced presenter, with demo skills preferred
• Agility to move between strategic thinking and detailed implementation with proactivity and drive to find the best answer in a client servicing capacity
• Ability to travel as needed for client meetings; can range depending on engagement but will most likely be ~10%

Base Salary Range: $130,000-$140,000 plus Bonus

Additional Information

Why work at Curinos?

• Competitive benefits, including a range of Financial, Health and Lifestyle benefits to choose from 
• Flexible working options, including home working, flexible hours and part time options, depending on the role requirements – please ask! 
• Competitive annual leave, floating holidays, volunteering days and a day off for your birthday!
• Learning and development tools to assist with your career development
• Work with industry lea