Richard Fleischman & Associates

Client Development Manager

Posted Date 2 months ago(1/24/2020 10:44 AM)
US-NY-New York
Client Development
Experience Level
Shift (Days/Times)
Monday - Friday (9AM - 6PM)


The Client Development Manager position will be responsible for maintaining RFA’s client base and supporting further expansion into the Financial Service Industry.


Our ideal candidate will be a strategic, execution-oriented Client Development Manager with 2+ years’ experience in an outside sales or sales support role and have a proven track record selling IT Services and Solutions to the Financial Service industry, in a consultative sales environment. In addition to staying abreast of industry trends, RFA’s competition and best practices, he/she will help build and manage existing accounts by striving to understand clients’ overall business requirements and technology needs.


As RFA’s Client Development Manager you will be responsible for providing superior client service to an existing client base while up-selling and cross-selling RFA’s suite of IT services and solutions.


  • Target decision makers including VP and C-level professionals, within the Financial Service Industry (Asset Management, Hedge Funds, Fund to Funds, Trading & Brokerage).
  • Proactively identify and engage current and potential Clients utilizing various sales methods including email, trade shows, and social media.
  • Gain a clear understanding of Clients' overall business and IT strategies; effectively communicate to RFA design team to develop solution-based roadmaps addressing client needs.
  • Develop Client-specific strategies to identify and address Client’s needs, while staying abreast of new opportunities to align Client’s future requirements with RFA’s product set.
  • Liaison with all relevant business units to secure resources required to complete task/s on time and on budget; work with marketing initiatives by providing relevant Client feedback.
  • Plan and lead sales presentations, effectively demonstrating RFA’s ability to provide value-added solutions-based strategies; clearly articulate RFA’s ability to resolve Client issues; demonstrate positive ROI of investment/s when necessary.
  • Meet and/or exceed quarterly sales quotas.
  • Collaborate across departmental lines to promote outstanding Client service.
  • Negotiate contractual terms and conditions including price, payment terms and deliverables.
  • Maintain Client database entering all relevant information on a daily basis including new sales opportunities; maintain competitor profiles.
  • Ability and proven track record of working under pressure situations and deadlines (willingness to work extra hours)
  • Be the point of contact when handling escalation requests.
  • Attend network and client event functions during and after business hours.


  • 2+ years of experience in an Account Management or Outside Sales role, in a consultative, solution-based environment.
  • Must have project management experience including cost management and basic accounting calculations.
  • Ability to review and track new opportunities for the organization.
  • Demonstrable track record of successfully selling to the financial service industry strongly preferred.
  • Basic understanding of Technology required (cloud, storage, infrastructure, and desktop).
  • Excellent active listening skills and able to ask relevant questions in order to gather, document and communicate effectively with Clients and internal project stakeholders.
  • Able to work on simultaneous projects (multitask) and completing tasks in a timely manner with minimal supervisio
  • Strong business, organizational, and verbal and written communication skills.
  • Able to communicate with technical and non-technical professionals including VP and C-Level professionals in a clear and concise manner.
  • High degree of proficiency with Microsoft Office software (Excel, MS Word, PowerPoint)
  • Bachelor’s degree or equivalent level of experience.


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