Partner Integration Relationship Manager

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    "requisitionDescription": "<div><div><div><div><p><span style=\"font-size: 16px;\"><strong>Purpose:</strong></span></p><p><span style=\"font-size: 16px;\">The Partner Integration Relationship Manager is responsible for successful growth initiatives through Credent&rsquo;s Partner Integration business model. This role services as the dedicated point of contact, guiding firms through the entire process, ensuring well planned transitions measured by client conversion rates and full onboarding of assets to Credent&rsquo;s UMA platform. The PI Relationship Manager oversees small-to-medium sized projects, working directly with the Partner Integration Sales Team, Project Coordinators, Operations Team and each onboarding partner to act as their guide and liaison throughout the Credent process including due diligence, client conversion, integration and client onboarding.&nbsp;</span></p><p><span style=\"font-size: 16px;\"><strong>Responsibilities:</strong></span></p><ul><li><span style=\"font-size: 16px;\">Ensure adherence to the Partner Integration Core Process.</span></li><li><span style=\"font-size: 16px;\">Work with Project Coordinator to kick off the Playbook for small-to-medium-sized partner integration projects as each new contract is signed.</span></li><li><span style=\"font-size: 16px;\">Serve as point of contact for new partners merging into Credent. Act as a single point of contact to navigate through the Partner Integration Core Process up to assimilation to the Credent Experience.&nbsp;</span></li><li><span style=\"font-size: 16px;\">Travel to new site locations as needed to support healthy communication and strong relationships.</span></li><li><span style=\"font-size: 16px;\">Create, refine, and implement processes as they pertain to the Partner Integration Core Process.&nbsp;</span></li><li><span style=\"font-size: 16px;\">Ability to lead organized departmental meetings and coordinate with all integration team members.</span></li><li><span style=\"font-size: 16px;\">Maintain knowledge in the policies and regulations of the regulatory bodies to ensure compliance with all work activities.</span></li><li><span style=\"font-size: 16px;\">Work with all other team members in a way that is conducive to the mission, values, and beliefs of the company to provide client service beyond expectations.&nbsp;</span></li><li><span style=\"font-size: 16px;\">Comply with company-wide policies and relevant regulations.&nbsp;</span></li></ul><p><span style=\"font-size: 16px;\"><strong>Knowledge, Skills and Abilities:</strong></span></p><ul><li><span style=\"font-size: 16px;\">Ability to quickly develop rapport and build trusting relationships.</span></li><li><span style=\"font-size: 16px;\">Proven success at holding others accountable to accomplishing time-based objectives.&nbsp;</span></li><li><span style=\"font-size: 16px;\">Effectively present and communicate material in a manner that is compelling, creditable, and easily understood.&nbsp;</span></li><li><span style=\"font-size: 16px;\">Project management skills and ability to manage and maintain core processes.&nbsp;</span></li><li><span style=\"font-size: 16px;\">Excellent verbal and written communication skills (including excellent LISTENING skills) &nbsp;</span></li><li><span style=\"font-size: 16px;\">Understanding of complex transactions and financial models&nbsp;</span></li><li><span style=\"font-size: 16px;\">Self-driven, independent, adaptable, and creative problem-solving</span></li><li><span style=\"font-size: 16px;\">Proficient in Microsoft Office suite&nbsp;</span></li></ul><p><strong><span style=\"font-size: 16px;\">Education and Experience:</span></strong></p><ul><li><span style=\"font-size: 16px;\">Bachelor&#39;s degree in business or related field preferred</span></li><li><span style=\"font-size: 16px;\">3+ years of demonstrated experience building dynamic, project-based relationships</span></li></ul><p><span style=\"font-size: 16px;\"><strong>Equipment Used:</strong></span></p><ul><li><span style=\"font-size: 16px;\">Standard office equipment&nbsp;</span></li><li><span style=\"font-size: 16px;\">CRM software (Salesforce)</span></li><li><span style=\"font-size: 16px;\">Microsoft Office Suite</span></li><li><span style=\"font-size: 16px;\">Cloud-based storage software (Box)&nbsp;</span></li><li><span style=\"font-size: 16px;\">Video-conferencing software (Zoom)</span></li><li><span style=\"font-size: 16px;\">Expense reporting software (Concur)&nbsp;</span></li></ul><p><span style=\"font-size: 16px;\"><strong>Hours:</strong></span></p><ul><li><span style=\"font-size: 16px;\">Monday through Friday; 8 AM to 5 PM</span></li><li><span style=\"font-size: 16px;\">Periodic travel will be required.</span></li><li><span style=\"font-size: 16px;\">Periodic work outside of regular business hours will be required.&nbsp;</span></li></ul></div></div></div></div>\n",
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