About the Role
The Client Value Manager (CVM) is a strategic, client-facing role focused on helping leading financial institutions unlock measurable business value and maximize their Curinos investment. This role is accountable for client value realization and Gross Revenue Retention (GRR), serving as a trusted advisor to senior client stakeholders and a catalyst for long-term partnership success.
Responsibilities
- Develop strong senior relationships at the enterprise level of clients, aligning Curinos capabilities with their executive agenda.
- Own client value realization and Gross Revenue Retention (GRR) for an assigned portfolio, ensuring clients achieve measurable business outcomes.
- Lead client-specific storyline development articulating the value realization narrative for active contracts.
- Develop and execute Client Value Plans connecting Curinos’ products, analytics, and advisory capabilities to client business objectives.
- Monitor portfolio health, proactively identify renewal risks, and lead cross-functional strategies to strengthen client outcomes.
- Identify opportunities to expand client value and partner with Client Management to support long-term account growth.
- Identify renewal risks early and create/drive Save Plans across CS, TS, and Product.
- Build trusted relationships with executive stakeholders, serving as a strategic advisor.
- Own the EBR value narrative and lead Executive Business Reviews (EBRs) demonstrating measurable business outcomes and strategic recommendations.
- Translate complex data, product capabilities, and market insights into compelling executive narratives.
- Synthesize cross-functional requirements and value delivery, orchestrating across teams for value strategy execution.
- Influence cross-functional teams without formal authority, driving alignment and accountability.
- Escalate strategic risks, remove barriers to execution, and ensure a coordinated, value-focused partnership.
- Share client insights and best practices to strengthen value realization and improve client experience.
- Drive efficiency and effectiveness across client interactions.
Requirements
- Demonstrated success in Client Value Management, Customer Success, Account Management, Management Consulting, enterprise client strategy, or similar client-facing roles with accountability for driving measurable business outcomes.
- Strong commercial acumen, analytical capabilities, and structured problem-solving skills.
- Exceptional executive communication and presentation skills.
- Proven ability to build trusted relationships, influence cross-functional teams without formal authority, and drive alignment.
- Financial services industry experience.
- Ability to quickly develop expertise across a broad portfolio of solutions and connect them to client business objectives.
- Growth mindset with a demonstrated commitment to collaboration, adaptability, and continuous learning.
Skills
- Client Value Management
- Customer Success
- Account Management
- Management Consulting
- Enterprise Client Strategy
- Commercial Acumen
- Analytical Capabilities
- Structured Problem-Solving
- Executive Communication
- Presentation Skills
- Relationship Building
- Cross-functional Influence
- Financial Services Industry Knowledge
- Data Analysis
- Product Knowledge
- Advisory Solutions
Location
- New York
- Chicago
- Boston
- Toronto
- London
- Remote (United States)
Work Type
- Hybrid
- Remote
- Full-time
Experience Level
- Client Value Manager I: 1-3 years of relevant experience
- Client Value Manager II: 3-5 years of experience
- Senior Client Value Manager: 6+ years of experience
Benefits
- Competitive benefits package
- Range of Financial, Health and Lifestyle benefits
- Flexible working options (home working, flexible hours, part-time)
- Unlimited PTO
- Floating holidays
- Volunteering days
- Day off for birthday
- Learning and development tools
- Work with industry leading Subject Matter Experts
- Regular social events and networking opportunities
- Collaborative, supportive culture
- Active DE&I program
- Employee Assistance Program (well-being, relationships, legal, financial advice, counselling)
About the Company
- Curinos empowers financial institutions to put customers at the center of every decision.
- Our AI-first platform transforms proprietary data, advanced analytics, and deep financial services expertise into timely recommendations.
- The result: confident decisions, stronger customer relationships, and lasting, profitable growth.
Equal Opportunity
- Curinos is proud to be an Equal Opportunity Employer.
- We do not discriminate on the basis of race, color, ancestry, national origin, religion or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other protected characteristics.
