Client Relationship Manager

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