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About the Role
Sonata One is seeking an experienced Client Relationship Manager to join their global team. This revenue-generating role focuses on client growth, retention, and strategic relationship management, aiming to strengthen client relationships and support the company's ambitious growth strategy.
Responsibilities
- Develop and maintain strong relationships with assigned clients, acting as a trusted commercial advisor.
- Serve as the primary commercial contact for the client portfolio, ensuring an exceptional client experience.
- Understand client business objectives and identify opportunities to increase value from the Sonata One platform.
- Deliver regular account reviews and strategic planning sessions with clients.
- Ensure a seamless client experience by collaborating with internal operational and product teams.
- Identify opportunities for account growth through cross-selling and upselling Sonata One's products and services.
- Collaborate with New Business and Partnerships teams to maximize commercial opportunities.
- Develop account plans focused on long-term growth and client retention.
- Support the delivery of commercial revenue targets through expansion of existing client relationships.
- Build strong relationships with senior stakeholders across fund managers, administrators, and strategic partners.
- Collaborate with Marketing on client engagement initiatives and industry events.
- Represent Sonata One professionally at client meetings, conferences, and networking events.
- Share market insights and client feedback to support product development and future commercial strategy.
- Monitor account health, client engagement, and commercial performance across the portfolio.
- Maintain accurate CRM records, forecasts, and account plans.
- Identify risks to client retention and proactively implement mitigation plans.
- Use commercial data and client insights to continuously improve account performance.
- Stay informed on developments across private markets, fintech, and the regulatory landscape.
- Contribute ideas that improve client experience and commercial effectiveness.
- Support the wider Commercial Development team in achieving Sonata One's strategic objectives.
Requirements
- Proven experience in Client Relationship Management, Strategic Account Management, or Customer Success within fintech, financial services, SaaS, or private markets.
- Strong commercial mindset with experience identifying growth opportunities within existing client accounts.
- Experience managing relationships with enterprise clients and senior stakeholders.
- Excellent communication, negotiation, and relationship-building skills.
- Ability to manage multiple strategic client relationships simultaneously.
- Experience working within private markets, fund administration, asset management, or financial technology is highly advantageous.
- Strong commercial awareness and a consultative approach to client engagement.
- Experience using CRM platforms such as Salesforce or HubSpot.
- Bachelor's degree (or equivalent experience) in Business, Finance, Marketing, or a related discipline.
Skills
- Client Relationship Management
- Strategic Account Management
- Customer Success
- Fintech
- Financial Services
- SaaS
- Private Markets
- Commercial Mindset
- Enterprise Client Management
- Stakeholder Management
- Communication Skills
- Negotiation Skills
- Relationship-Building Skills
- CRM Platforms (Salesforce, HubSpot)
- Commercial Awareness
- Consultative Approach
Location
- US
- UK
- Luxembourg
- Guernsey
- South Africa
- Mauritius
Work Type
- Hybrid Working
- Work From Anywhere
Experience Level
- Experienced
Education Level
- Bachelor's degree (or equivalent experience) in Business, Finance, Marketing or a related discipline.
Benefits
- Life Insurance
- Income Protection
- Hybrid Working
- Annual Leave
- Pension Scheme
- Employee Assistance Program
- Enhanced Maternity, Paternity & Adoption Leave
- Career Training & Development
- Paid Volunteering Day
- Cycle to work Scheme
- Work From Anywhere
About the Company
- Sonata One is a rapidly scaling, regulated fund services and technology (fintech) business.
- We're The Private Funds Clearinghouse, connecting more than 53,000 investors with 6,500 funds and 180 fund managers around the globe.
- Our vision is to change the paradigm of private markets investing through harmonising the end-to-end investment process within one platform.
- Investors benefit from a seamless, one & done experience across the fund lifecycle (from fund selection and subscription through to settlement and reporting) underpinned by a globally compliant KYC passport and 24/5 support.
- Fund managers can raise capital faster at a lower cost from a wider pool of pre-approved investors.
- Founded in 2015, Sonata One has a presence in eight locations worldwide including the US, UK and Luxembourg, Guernsey, South Africa and Mauritius.
- We operate as #OneGlobalThread in line with our values: We challenge the norm, we change the way we think and work, by connecting systems and people, while committing to our vision and each other.
- We are now looking to recruit an experienced Client Relationship Manager to join our global team.
- Being part of Sonata One provides a collaborative and inclusive work culture that values innovation and diversity.
- We believe in the power of our unique mission and we all work together towards that one single goal.
- We also believe in being real.
- We’re not a big corporate.
- Everyone has an important role to fulfil, and your contribution will be an integral part of our success story.