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Job Description:

As a Senior Relationship Manager , you will be responsible for developing, retaining, and expanding an existing customer portfolio within Private Equity, M&A, and Corporate Finance. This is a commercially focused role where you will drive revenue through upsell, cross-sell, and renewals, while ensuring high customer satisfaction and strong product adoption.

You will own your customer portfolio end-to-end – from onboarding and ongoing engagement to commercial discussions, negotiations, and contract renewals. The role requires a proactive mindset, strong structure, and the ability to build long-term relationships with senior stakeholders.

Key Responsibilities

• Drive revenue growth within an existing customer portfolio through upsell, cross-sell, and renewals

• Ensure high customer retention and actively work to increase Net Revenue Retention (NRR)

• Lead onboarding, regular check-ins, and customer reviews to ensure value realization and strong product adoption

• Own contract renewals and lead commercial negotiations

• Act as a trusted advisor to clients within Private Equity, M&A, and Corporate Finance

• Build and maintain relationships with key stakeholders (e.g. Analysts, CFOs, Heads of M&A)

• Identify expansion opportunities and collaborate with Sales and Product teams

• Maintain a structured and proactive approach to account planning, pipeline management, and forecasting

Expectations

• Take full ownership of your customer portfolio

• Work in a structured and proactive manner

• Combine strong commercial drive with relationship management

• Be confident in leading business discussions and negotiations

• Focus on delivering long-term value to customers

Our company is committed to fostering a diverse and inclusive workforce where all individuals are respected and valued. We are an equal opportunity employer and make all employment decisions without regard to race, color, religion, sex, gender identity, sexual orientation, age, national origin, disability, protected veteran status, or any other protected characteristic. We encourage applications from candidates of all backgrounds and are dedicated to building teams that reflect the diversity of our communities.