The Relationship Management Coordinator will work closely with Relationship Managers (RMs) and other internal teams to assist on day-to-day client deliverables which are critical to providing a high level of service to our clients. The job holder will continually refine processes and tasks to achieve maximum efficiency and consistency in client deliverables within Relationship Management team at Fixed Income & Data Services.
Responsibilities
- Support the APAC Relationship Management team in managing the day-to-day operational and commercial activities across assigned client accounts.
- Monitor revenue erosion risks through Salesforce reporting, dashboards, and account analysis, partnering with Relationship Managers to drive retention strategies.
- Produce and maintain revenue, usage, product, and client reporting, providing actionable insights on trends, risks, and growth opportunities.
- Proactively review client usage and entitlement data to identify potential upsell, cross-sell, and expansion opportunities.
- Manage billing-related inquiries and coordinate with Finance, Billing, and Operations teams to resolve client issues and discrepancies.
- Support Accounts Receivable activities, including tracking outstanding payments and coordinating follow-up with internal stakeholders and clients.
- Maintain accurate client, contract, renewal, and opportunity data within Salesforce and other internal systems, ensuring high standards of data integrity.
- Assist with contract reviews, pricing updates, annual price increase exercises, and associated client communications.
- Monitor and action workflow tickets, entitlement requests, and other operational activities to ensure timely client service and issue resolution.
- Participate in cross-functional projects, including CRM enhancements, system migrations, product and platform changes, reporting automation, and other strategic initiatives.
Knowledge and Experience
- Degree qualified or equivalent work experience.
- Strong attention to detail and organizational skills.
- Good analytical and problem-solving abilities.
- Excellent written and verbal communication skills.
- Ability to summarize information clearly and accurately.
- Self-motivated, able to work independently, and manage multiple deadlines.
- Collaborative team player with a positive, can-do attitude.
- Proficient in Microsoft Office, particularly Excel; experience with AI productivity tools is a plus.
- Experience with Salesforce, Tableau, or other CRM/reporting tools is advantageous.
- Financial services or market data industry knowledge is beneficial but not essential.
- Fluent in Mandarin; Korean and/or Japanese language skills are an advantage.
