Client Relationship Manager

Sonata One

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.    Position Overview:      Reporting to the Managing Director – Global Growth, the Client Relationship Manager will be responsible for developing and growing relationships with Sonata One's existing clients, ensuring they maximise the value of our platform while identifying opportunities to expand commercial relationships.  This is a revenue-generating role focused on client growth, retention and strategic relationship management. Working closely with the New Business, Partnerships and Product teams, you'll develop trusted relationships with key stakeholders across fund managers, institutional investors and other organisations operating within the private markets ecosystem.  This is an exciting opportunity to join Sonata One as we continue investing in building a world-class commercial organisation, where you'll play a key role in strengthening client relationships and supporting our ambitious growth strategy.    Responsibilities:      Client Relationship Management  * Develop and maintain strong relationships with assigned clients, becoming a trusted commercial advisor.   * Act as the primary commercial contact for your portfolio, ensuring an exceptional client experience.   * Understand each client's 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 working closely with internal operational and product teams.   Commercial Growth  * Identify opportunities for account growth through cross-selling and upselling Sonata One's products and services.   * Collaborate with the New Business and Partnerships teams to maximise 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.   Strategic Partnership & Collaboration  * 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.   Performance & Account Management  * Monitor account health, client engagement and commercial performance across your 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.   Continuous Improvement  * 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.    Qualifications:       * 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 would be 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.    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.         Benefits:       * Life Insurance – Peace of mind for you and your loved ones   * Income Protection – Financial support when you need it most   * Hybrid Working – Supporting work/Life Balance   * Annual Leave – With extra days that grow the longer you’re with us   * Pension Scheme – Employee matched helping you plan confidently for the future   * Employee Assistance Program – Confidential, 24/7 support for life’s ups and downs   * Enhanced Maternity, Paternity & Adoption Leave – Because family matters   * Career Training & Development – Ongoing learning opportunities to help you grow   * Paid Volunteering Day – Take time to give back to causes you care about   * Cycle to work Scheme – Employees can benefit from significant tax savings on bicycles and cycling equipment  * Work From Anywhere – choose your backdrop

Coinbase

Ready to do the most impactful work of your career? At Coinbase, we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase. As a Senior Account Manager on the Institutional Financing team, you'll own and grow Coinbase's most strategic institutional client relationships across our full prime brokerage platform. This team delivers comprehensive financing solutions, including lending, margin, shorting, and cross-margining capabilities across spot and derivatives markets, that enable institutions to deploy trading strategies and achieve capital efficiency at scale. You'll serve as the senior point of contact for complex, multi-product hedge fund and institutional clients, partnering across sales, trading, legal, credit, and operations to unlock revenue and shape the future of institutional crypto financing. What you'll do: * Own and deepen relationships with Coinbase's most strategic hedge fund and institutional clients, driving multi-product expansion by matching client strategies to Prime financing capabilities including portfolio margin, cross margin, trade finance, bilateral loans, and PrimePlus. * Lead onboarding and activation of complex, multi-product institutional clients across the full Prime financing suite, ensuring seamless coordination with legal, compliance, operations, credit, and product teams. * Serve as the senior escalation point for client issues, resolving complex needs with speed and ownership while acting as the voice of the client to product and engineering on roadmap priorities. * Partner with Sales and Trading to originate new business and advance the institutional pipeline, representing Coinbase at the senior levels of client organizations. * Build scalable coverage models, onboarding playbooks, and team processes while mentoring junior PFS team members to improve throughput and quality across the function. Required Skills and Experience: * 7+ years in institutional client relationship management, prime brokerage, or account management at a top-tier financial institution, crypto exchange, or alternative asset manager. * Deep knowledge of global financial markets, prime brokerage, margin and lending products, derivatives, and digital assets, with the ability to navigate complex multi-product conversations with senior client stakeholders. * Demonstrated track record of owning and growing high-value institutional client relationships with measurable revenue impact. * Experience mentoring junior team members and building scalable team processes, coverage models, and operational playbooks. * Utilizes generative AI responsibly, maintaining human oversight to deliver business-ready outputs and drive measurable improvements in workflow efficiency, cost, and quality. * Demonstrates the ability to responsibly use generative AI tools and copilots (e.g., LibreChat, Gemini, Glean) in daily workflows, continuously learn as tools evolve, and apply human‑in‑the‑loop practices to deliver business‑ready outputs and drive measurable improvements in efficiency, cost, and quality. Pay Transparency Notice: Base salary varies by location (see range below). Total compensation may also include equity and bonus eligibility, and benefits (medical, dental, vision, 401(k)).    Annual base salary range (excluding equity and bonus): $194,820—$229,200 USD * Application Limit: Candidates may submit a maximum of 3 applications within a 6-month period. * Equal Opportunity Employer: Coinbase is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or genetic information. Applicants with criminal histories will be considered consistent with applicable federal, state, and local laws. * US Applicants: View Employee Rights, Know Your Rights, and E-Verify Notice of Participation. * Accommodations: If you are an individual with a disability who needs a reasonable accommodation, email us your request and contact info at accommodations[at]coinbase.com. Need screen reading technology? Click here to download a free compatible screen reader and view the tutorial. * Data Privacy & Arbitration: By submitting your application, you agree to our Candidate Privacy Notice. US applicants: By submitting your application, you agree to Arbitration of Disputes.

Pantheon

Pantheon has been at the forefront of private markets investing for more than 40 years, earning a reputation for an innovative approach to investing in secondaries, co-investments, and primary fund investments, as well as capital formation across commingled funds, evergreen vehicles and customized solutions. Our specialist investment capabilities span multiple strategies across private equity, infrastructure and real assets, and private credit. Through our collaborative and committed culture, we find new ways to solve complex problems together and deliver innovative investment opportunities across private markets. Pantheon currently manages approximately $82.3 billion in AUM across all its strategies, serving more than 750 institutional and 638 private wealth clients worldwide For further details please visit www.pantheon.com Purpose of Position The individual will play a key role in servicing Tier 1 and Tier 2 institutional clients, including close collaboration with Pantheon’s regional joint venture (JV) partner, while supporting Relationship Managers (“RMs”) in prospecting activities across the DACH region. The role is responsible for delivering a high-quality investor experience through effective client servicing, proactive communication, and strong execution across both existing client relationships and prospective investor activity. The individual will support the development and execution of client engagement plans for allocated relationships and should be able to proactively manage day-to-day servicing activities, working both independently and in close collaboration with senior team members and RMs. The role requires a strong understanding of Pantheon’s private markets platform, products, and investment strategies, alongside the ability to contribute ideas and support initiatives that strengthen Pantheon’s presence across the DACH client base. The position also plays an important role in enhancing internal and external processes to improve the efficiency and effectiveness of client servicing activities. In addition to close collaboration with the immediate team, the individual will work extensively with teams across the business and should demonstrate the ability to build strong internal relationships to support successful client outcomes. An Associate within the Client Solutions team should be results-driven and combine strong analytical and interpersonal skills with a commitment to delivering an outstanding investor experience. The individual is expected to contribute positively to the wider team environment through collaboration, knowledge sharing, and support for junior team members where appropriate.  Key Responsibilities * Support the servicing and ongoing development of relationships with a portfolio of Tier 1 and Tier 2 institutional clients and strategic regional JV partners across the DACH region, contributing to a high-quality investor experience in close collaboration with regional RMs and senior team members. * Support RMs in client coverage and business development activities across the DACH institutional market, contributing ideas and insights to support relationship development and prospecting initiatives. * Manage ad-hoc client requests and assist in the preparation and coordination of high-quality client and fundraising materials, including presentations, due diligence responses, portfolio updates, cash flow analyses, and performance data. * Produce high-quality materials for external consumption by taking a leading role in the collation and analysis of information produced by internal teams, delivering clear and effective written and verbal communication while seeking guidance from senior stakeholders where appropriate on more complex deliverables. * Support investor onboarding and closing processes, including due diligence activities and KYC/AML requirements. * Work closely with RMs and the RFP team on client proposals and support RFP and DDQ processes, ensuring timely and accurate delivery of materials to prospective and existing investors. * Maintain detailed records of investor activity and pipeline developments to support client relationship management and prospecting initiatives. * Build effective working relationships across investment, product specialist, legal, compliance, and operations teams to support coordinated client outcomes. * Manage competing priorities across existing client relationships and prospective investor activity in a fast-paced environment. * Contribute to process improvement initiatives across the Client Solutions function to enhance efficiency, consistency, and investor experience. * Contribute positively to the development of junior team members through collaboration, knowledge sharing, and support within the team. * Ensure compliance with applicable regulatory requirements, internal Pantheon policies (including reporting compliance risks and maintaining appropriate standards of conduct), and professional standards. Knowledge & Experience Required Experience & Background * Relevant experience within private markets, institutional investor relations, fundraising, client solutions, asset management, or financial services * Good understanding of institutional investors and private markets products * Experience supporting institutional clients or client servicing activities, ideally within the DACH market * Fluency in German and English is essential * Advanced proficiency in PowerPoint, Excel, Word, Outlook and Teams Skills & Attributes * High level of initiative, proactive and client-focused approach * Strong interpersonal and relationship-building skills * Excellent written and verbal communication skills, with the ability to adapt messaging for different audiences * Highly organised with the ability to manage competing priorities in a fast-paced environment * Strong analytical skills and attention to detail * Proactive, collaborative, and solutions-oriented mindset * Ability to work independently while collaborating effectively with senior stakeholders and broader team members * High ethical standards, professionalism and sound judgement Qualifications * Bachelor’s degree or equivalent * Professional qualifications such as IMC or CAIA are beneficial This job description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. You may be required to perform other job-related duties as reasonably requested by your manager. Pantheon is an Equal Opportunities employer, we are committed to building a diverse and inclusive workforce so if you're excited about this role but your past experience doesn't perfectly align we'd still encourage you to apply.