Associate Client Manager Resume Sample
Aurelia Grady
7505 Lorenza Locks,
Phoenix,
AZ
+1 (555) 866 1864
Work Experience
Associate Client Manager
08/2016
-
PRESENT
Chicago, IL
- Develops understanding of the clients’ business, strategic priorities, risk strategies and risk management needs and develops innovative approaches to unique client needs
- Holds a valid Broker’s license and other non-resident licenses where appropriate
- Reconcile each client account’s STIF balance daily and take appropriate action to resolve discrepancies immediately
- Works within Strategic Account/Large IDN’s customized solutions to ensure maximum value gained through day to day management
- Conduct thorough prospect qualifications including the identification of prospects, their roles, decision makers and uncovering the fit/need for Schneider Electric’s services
- Using an in-depth understanding of Schneider Electric’s Energy Management Services, communicates the value proposition in a quick, compelling, and effective manner with key decision makers over the telephone
- Collaborate with the Invesco Private Markets team to develop an overall launch plan for various private markets products entering the global market
- Collaborate with the CPM team and sales force to identify which clients are most suited to a particular product/asset class and document a ‘client approach’ plan
Associate Client Development Manager
05/2011
-
07/2016
Los Angeles, CA
- Maintain a detailed project plan of CPM activities related to active fundraises and ensure day-to-day tactical execution of activities to support client closings into funds or strategies
- Oversee management of fundraising pipeline and ‘client approach plans’ in our client relationship management tool and produce relevant reports on pipeline activity for senior leadership
- Coordinate investor and prospective investor due diligence
- Liaison with the CPM team and sales force in a proactive manner to produce outstanding bespoke client presentation materials for existing investors
- Work with reporting, finance, and other functions to assure effective delivery of exceptional service to clients
- Create cross-platform thought leadership and marketing collateral for the full IPM platform to facilitate sales training and sales pipeline management and represent a compelling, coherent, and solutions-oriented vision of our private markets platform
- Directly lead creation of materials related to offerings of IPC and WLR
Associate Client Portfolio Manager
12/2005
-
12/2010
New York, NY
- Assist in the research and development of new strategies
- Engage with Invesco Solutions and Invesco Thought Leadership to provide expertise and information relevant to private markets dynamics, products, and trends
- The CMs in the compiling and generation of presentation books for client reporting to use for off-site/on-site client meetings
- The client reporting and servicing standardization project being implemented across the IFI sectors
- The reporting automation project along with the CMs to enhance the reporting process with content, efficiency, and timeliness
- The CMs in acting as a liaison between the sales force and the portfolio management teams to address client requests
- The CMs in addressing the various communication linkages with the PMs, Product Managers, Sales & Marketing, Legal & Compliance, and many other departments at Invesco
- The CMs with the onboarding process across the platform
- The CMs in their critical editorial role in preparing RFPs and RFIs, and work to set appropriate standards for the RFPs/RFI process
Education
Kent State University - Stark Campus
2001 - 2005
Bachelor's Degree in Business
Professional Skills
- Strong analytical skills, numerical and communication and organizational skills
- Excellent written and oral communication skills with clients and internal teams; communication and presentation skills are required
- Project management skills and ability to manage multiple priorities
- Strong logic, problem solving and critical thinking skills with a positive “can do” attitude
- Project management skills and ability to juggle multiple priorities in complex situations
- Willingness to take classes/training to enhance technical knowledge and skills
- Experience (Associate Client Manager) or 4-8 years’ experience (Client Manager)
How to write Associate Client Manager Resume
Associate Client Manager role is responsible for organizational, securities, retail, credit, training, database, analysis, reporting, design, research.
To write great resume for associate client manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Associate Client Manager Resume
The section contact information is important in your associate client manager resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Associate Client Manager Resume
The section work experience is an essential part of your associate client manager resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous associate client manager responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular associate client manager position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Associate Client Manager resume experience can include:
- Build strong partnerships with clients and internal stakeholders, establishing yourself as a trusted advisor to your clients
- Build strong partnerships with clients and internal stakeholders, establishing yourself as a trusted advisor to
- Build strong partnerships with clients and internal stakeholders, establishing yourself as a trusted advisor to your clients and internal teams
- Broad industry knowledge – knowledge of Nielsen television, online, and mobile reports, software, methodologies, and computations; media industry experience
- Designing, selling, executing and presenting analytic studies to meet clients’ research objectives
- Preparing simple and compelling proposals and pitches, and converting opportunities into sales. Assisting in the conversation of opportunities into a sale
Education on an Associate Client Manager Resume
Make sure to make education a priority on your associate client manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your associate client manager experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Associate Client Manager Resume
When listing skills on your associate client manager resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical associate client manager skills:
- Exceptional organizational skills—consistent, effective, persistent, and reliable
- Solid understanding and demonstrated ability to leverage steps involved in the Enterprise Selling process for faster selling cycles and higher win rates
- A highly self-motivated and passionate hunter with sales experience in high-activity role with demonstrated positive track record
- The CPM team across the platform as needed to ensure the group is able to effectively execute on opportunities as presented
- Use Dimension Data’s sales tools and methodology to effectively manage accounts, opportunities, pipelines and forecast
- Building and maintaining strong networking and engagement with key players in client networks
List of Typical Experience For an Associate Client Manager Resume
1
Experience For Associate Client Development Manager Resume
- Participating in client discussions and presentations as applicable
- Develop and assist in leading client team through designing, selling, executing and presenting analytic studies to meet client’s research objectives
- The Investment Solutions Group in maintaining P/L considerations and tracking clients according to business plans and engagement
- The CMs with managing the various business related functions of the team, such as generating reports for the IFI executive committee
- Begin to develop a general understanding of your assigned client’s business and industry to deliver outstanding service
- Develop expertise and ability to advise industry leading clients on marketing plans and industry trends,
2
Experience For Associate Enterprise Client Manager Resume
- Able to work with coding specialists to ensure all new items are captured for coding and added properly to a database
- Assist manager in driving product development and go-to- market strategy across all platforms (online, video, mobile, social) for a major retail client
- Able to analyst large data sets, preferably utilizing SAS, SQL, and/or R
- Able to analyze large data sets, preferably utilizing SAS, SQL, and/or R
- Be accountable for Global Snapshots revenue from existing and potential Nielsen clients in your region of responsibility
3
Experience For Associate Client Portfolio Manager Resume
- Take ownership of a range of clients within the domestic, mid-market or public segments
- Drive passionately for client satisfaction throughout the entire lifecycle of the clients’ buying process, by taking ownership for the commercial agreement for each client
- Generate demand by assisting clients to identify current needs (turning clients’ implied needs into explicit needs), and then effectively articulate how Dimension Data can add value through services and solutions
- Conduct a vulnerability analysis of Dimension Data’s position in comparison to that of competitors and vendors, to ensure the client’s requirement is at the heart of the proposed solution
- Partner closely with the on-site team and Nielsen product/practice areas to develop innovative solutions for our client
4
Experience For Associate Client Manager / Client Manager Resume
- Engage with clients and develop strategies to address client business issues through Nielsen’s media products
- Collaborate with data extraction team for execution of reports and data extracts
- Translate data into insights through client deliverables (Excel files, PowerPoint presentations)
- Partner with internal experts and client service teams to present the deliverable to the client
- Strong written and verbal communication – responsible for directly consulting with the client as well as compiling analysis results into a coherent narrative and potentially presenting the PowerPoint deliverable to the client
5
Experience For Associate Client Success Manager Resume
- Strong logic/analytical skills – ability to turn numbers into stories clients can understand and respond to; ability to interpret data is essential to be successful in this role
- Fast learner with the ability to think creatively – need to fully develop understanding of Nielsen products and what they deliver, as well as how to simply summarize and display the output data in illustrations/graphs/tables for client consumption
- Project management skills– ability to work with colleagues and senior management to develop analysis plans that meet the objective of answering questions quickly and appropriately, and to clearly communicate the plan to the data extraction team and/or project management team
- Making or responding to first call(s) to prospects and generate interest and follow-up actions
- Fine attention to detail – quality and accuracy in the work is essential
6
Experience For Client Development Associate Manager Resume
- Identify, research and call new commercial sales leads across multiple market segments
- Respond to, qualify, organize, and engage inbound sales opportunities
- Keep impeccable records within CRM on contact names, organizational structure, decision making authority, and sales plan following generation of new opportunity
- With direction from the Client Manager, prepare client research to support creation of strategies and initiatives for assigned clients and prospects. Monitor achievement of client-specific targets and initiatives
- Develop deep understanding and insight into assigned clients, prospects and brokers, as well as competing reinsurers, to actively assist Client Managers with day-to-day relationship management
- Analyze and interpret public and non-public information to refine the strategic approach and identify potential sales opportunities to clients/prospects
- Closely monitor the profitability perspectives (PGO and EvA) for the assigned clients
7
Experience For Associate Client Manager Resume
- Fully utilizing Admin Staff, manage the timely development and preparation of consistent, professional presentations for existing clients/brokers (e.g., renewal/expansion proposals) and prospects (e.g., new business proposals)
- Direct Admin Staff in the maintenance of critical client information in OV (strategies, opportunities, managed visit reports) utilizing content created by the Client Manager and broader account team
- As directed by the Client Manager, work with other units (UW, CP, and Actuarial) to design and develop action steps to profitably grow books of business factoring in market dynamics and competitor behavior
- Participate in client/prospect/broker visits and interact with clients/prospects/brokers as appropriate and in close cooperation with the Client Manager
- Note: Location is easily commutable from New York City or Hoboken
- Develop expertise and ability to advise industry leading clients on marketing plans and industry trends, participating in client discussions and presentations as a trusted advisor to your clients
- Independently complete analyses using Nielsen’s proprietary tools and secondary data to develop insights
8
Experience For Associate Client Development Manager Resume
- That drive client outcomes
- Be accountable for sales goals and identify opportunities to collaborate across Nielsen teams and drive
- Able to assist in production and validation of monthly and quarterly retail measurement and consumer panel topline reports and ensure accuracy, timely delivery and ongoing maintenance is captured
- Analytically curious, strong business acumen
- Strong knowledge of statistical approaches
- Skilled & polished communicator, able to present to clients and internal teams
9
Experience For Associate Enterprise Client Manager Resume
- Strong sense of urgency and accountability to drive sales and meet sales performance goals
- Strong sales mentality
- Abilit to be flexible and find creative ways to solve various business questions
- Consult with clients on their global expansion plans or need to track international market trends and create a custom proposal that fits the client’s requirements and budget
- Proactively create and identify new growth opportunities, execute lead generation, and convert them into sales
- Coordinate closely with the delivery team to ensure that clients receive what they ordered in a timely manner and answer any follow up questions from the client for maximum client satisfaction
- Able to listen to client’s needs and tailor a unique approach to match client’s requirements and budget
10
Experience For Associate Client Portfolio Manager Resume
- Develop and maintain relationships with clients in your region and internal Nielsen teams across the world
- Motivated to work collaboratively with international internal & external teams
- Sales with clients
List of Typical Skills For an Associate Client Manager Resume
1
Skills For Associate Client Development Manager Resume
- Demonstrates Nielsen solution functionality directly to client audiences consistent with value proposition defined by manager/director
- Demonstrated usage of consultative approach in account management, sales and upselling
- Strong attention to detail and mindfulness of deadlines
- Receiving and responding to RFP - tailoring content to meet RFP requirements
- Delivering revenue targets, taking accountability for business planning and implementation. Visibility to all opportunities & risk
- Displaying consultative sales behaviors and listening to client needs
- Working knowledge of insurance and reinsurance principles including the primary reasons for utilization of reinsurance
2
Skills For Associate Enterprise Client Manager Resume
- Understanding of client's business and able to identify best Nielsen solutions to meet client needs. Manages the needs assessment and discovery processes
- Develop and lead client teams through designing, selling, executing and presenting analytic studies to meet clients’ research objectives
- Heavy usage of Salesforce.com to keep track of sales activities, leads and opportunities. Ensuring team is using and updating the system consistently
- Develop and retain a high-level understanding of renewable energy, clean technology, and sustainability trends in a rapidly changing global marketplace
- Interest in handling complex projects and managing multiple stakeholders and demands
- Interest in working in a changing environment in a growth business
3
Skills For Associate Client Portfolio Manager Resume
- Passion for being a part of solving critical energy & environmental issues
- Develop understanding on specific needs of corporate buyers, how developers and solution providers can meet those needs
- Property & Casualty License or willing to obtain within 60 days from start date
- Adaptable; able to thrive in a rapidly changing and dynamic market
- Basic understanding of the Munich Re Group product suite and process landscape is desirable
- Able to work collaboratively in multi-disciplinary teams dealing with technical topics
- Time management and multi-tasking abilities needed
4
Skills For Associate Client Manager / Client Manager Resume
- Independently complete analyses using Nielsen’s proprietary tools and secondary data to develop insights that drive client outcomes
- Independently complete analyses using Nielsen’s proprietary tools, primarily Spectra, and secondary data to develop insights that drive client outcomes
- Highly Proficient in Microsoft Office and Google
- Positive contribution to national sales team environment and culture
- Collaboration and Interaction with other sales teams and departments within Energy and Sustainability Services
- Positive attitude and willingness and eagerness to grow and contribute to overall team’s success
- Develop deep understanding of energy project development and/or energy solutions landscape, awareness and knowledge for all services and understanding of the internal Subject Matter Experts
5
Skills For Associate Client Success Manager Resume
- Analyze various sources of information to compose reports that provide valuable insight into our clients’ planned strategies
- Intellectual curiosity and self-starter mentality
- Client focus with the interest and ability to present and work directly with various levels in an organization
- Motivation to work in a virtual, multi-national team
- Educates the client on industry trends and best practices adopted by peer companies
6
Skills For Client Development Associate Manager Resume
- Familiar with basic products from Nielsen portfolio and Nielsen tools and systems
- Working collaboratively with Client Response and Analytic Consulting teams to ensure that leads and opportunities are picked up, information is shared, account strategy is aligned and the relevant people are consulted and/or informed of key activity on an account
- Speeding up time to value. By managing the contract submission process and facilitating campaign launches, the ACSM can ensure that clients get the proper exposure in front of our audiences in a timely manner
- Quality Assurance. By thoroughly checking campaigns, audiences and tracking reports, the ACSM ensures high quality of all output and deliverables
- Supporting CSMs on day-to-day tasks. This includes joining status calls, proactively communicating on deliverables, assets and milestones to customers, helping CSMs with any program/creative ideas to make recommendations on, triaging customer issues, reports as needed. Escalating issues to CSMs as needed
7
Skills For Associate Client Manager Resume
- Handle multiple projects and clients in a fast-paced environment with imperfect information and a changing landscape
- Comfort with qualitative and quantitative data, with a basic working knowledge of statistics (average, mean, median, standard deviation, etc.), and the ability to clearly communicate results
- Experience in the financial services industry required
- Strong computer knowledge with the ability to manage, manipulate, graph, and analyze large quantities of data
- Proficiency in Excel, PowerPoint, Word, are a requirement
- High proficiency with Excel & PowerPoint
- 3-5-year background in sales or business development in the clean technology or energy solutions space
- Basic knowledge of the clean technology, renewable energy, and energy management solutions landscape
8
Skills For Associate Client Development Manager Resume
- High integrity character; ability to build trust fast with colleagues, partners, prospects, and existing customers through honesty, integrity, and passion for serving clients
- Excellent verbal and written communication, presentation, and interpersonal skills
- Proven ability to communicate complex ideas in a simple way
- Manage complex transactions with multiple stakeholders
- MS Office proficiency (Outlook, Word, Excel, Power Point) + Salesforce.com proficiency
9
Skills For Associate Enterprise Client Manager Resume
- Flexibility to travel – up to 10%
- Able to synthesize data & simplify findings to solve client business issues
- Develop consultative client relationships
- The North American Professional Services (NAPS) manages relationships with Consumer Packaged Goods (CPG) manufacturers and retailers. Examples of clients include Coca-Cola, Johnson & Johnson; Johnson, Kraft Heinz Company, Hershey’s, Procter & Gamble and Unilever, among others
- Instill a growth culture within your team; hold accountability for your team’s sales goals
- Intellectual agility—the ability to learn quickly and deeply and the intellectual curiosity to build a well of understanding of a broad and complex array of private markets products
- Highly skilled communications, with the ability to develop elegant presentation materials on complex financial strategies
- Collaborative team player with strong ability to build relationships internally and externally and equally effective playing both a lead and a supporting role depending upon the situation
- Clear commitment to Invesco’s culture, values and approach. In particular, sharing Invesco’s passion for its clients’ success and demonstrating a highly collegiate nature
10
Skills For Associate Client Portfolio Manager Resume
- An attention to detail and strong organizational skills that lead to effective implementation
- Mature, thoughtful and balanced and able to adapt own style to others
- Travel – travel can fluctuate greatly, alternating between periods of heavier travel and ones of little travel. Overall the position could require travel up to 25% of the time
- Strong work ethic and attention to detail are essential
- Experience
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