Client Relationship Manager

At Quadrangle, our client relationships are our top priority. Our clients are primarily investment firms, including Hedge Funds, Asset Managers, Family Offices, Private Equity, Endowments and Pension Plans. We are looking for a dedicated and personable account manager to create long-term, trusting relationships with our customers and serve as a main point of contact. The account manager’s role is to oversee a portfolio of assigned customers, develop new business from existing clients and actively seek new sales opportunities.

Objectives of this Role:

• Act as the main point of contact in all matters relating to client concerns and needs
• Build and strengthen client relationships to achieve long-term partnerships
• Work effectively with the legal team to move engagements forward
• Develop a thorough understanding of our products and service offerings to better upsell and cross-sell to clients

Daily & Weekly Responsibilities:

• Take inquiries and requests from customers and address their needs
• Meet regularly with other members of the team to discuss progress and find new ways to improve business
• Generate progress reports to give to clients and higher-ups
• Coordinate and lead meetings between the legal team, counterparties, and clients
• Identify upsell, cross-sell, and renewal opportunities and communicate with the sales team regularly

Skills & Requirements:

• Bachelor’s Degree or equivalent
• Minimum GPA requirement – 3.5
• Internship or professional experience in a sales or customer service role
• Experience in the investment management industry
• Experience with customer relationship management software, such as Salesforce
• Ability to multitask and juggle several responsibilities simultaneously
• Strong written and verbal communication skills
• Good attention to detail and organizational skills

Benefits

• Hybrid work schedule
• Optional medical coverage
• 401(k) with company contribution
• PTO and paid federal holidays
• Parental leave

About Quadrangle

Quadrangle offers a comprehensive, technology-driven solution for contract and vendor management, including counterparty and vendor selection, data analytics, as well as contract review, analysis, negotiation and storage.  We work globally with hundreds of investment firms, family offices, endowments and pension plans, and have developed strong relationships with counterparties and vendors. Our clients use the QDS Platform to manage contracts and relationships, as well as monitor and benchmark contract terms.

The Quadrangle team includes lawyers, financial professionals and technologists who have deep product knowledge and experience. We work with firms of all sizes and strategies, providing tailored advisory and technology solutions as well as cost-effective, expedited contract negotiations, all leveraging data analytics and industry insights. Every Quadrangle engagement is customized to address each client’s needs. For established firms, we review, benchmark and upgrade counterparty contract (e.g., PB, ISDA, Futures) and vendor contract (e.g., admin, OMS, IT) terms.

Our clients use the QDS Technology Platform, a cloud-based platform, to track and monitor contracts term-by-term, manage, store and access their counterparty and vendor documentation. The QDS Platform is a useful tool for due diligence and a virtual data room for various purposes including investor ODD and regulatory inquiries.