Responsibilities
Client Support & Execution
Support daily client requests and retain ownership of action items through to resolution
Follow established processes and escalate issues when necessary
Maintain accurate records of client interactions, deliverables, and updates in CRM systems Relationship Building
Build foundational relationships with executive-level decision-makers
Proactively engage clients to participate in ECI events, surveys, and feedback initiatives
Assist in identifying basic upsell and cross-sell opportunities
Product & Service Familiarity
Develop working knowledge of ECI products, services, and core technologies (cloud, cybersecurity)
Begin applying product knowledge to client conversations and solution alignment
Risk Management
Track client relationship health and escalate risks when identified
Follow up proactively on open items and contribute to risk mitigation efforts
Business Reviews & Reporting
Conduct introductory Business Reviews with support from senior CRMs
Maintain structured tracking of outstanding tasks and client action items
Assist in preparing presentations and documentation for client meetings
Qualifications (Knowledge, Skills, Abilities)
1–3 years of industry experience
Basic understanding of CRM processes and client relationship management principles
Familiarity with CRM tools (e.g., Salesforce), ServiceNow, and reporting platforms
Introductory knowledge of ECI solutions and industry trends
Time management: meets most deadlines with occasional reminders
Communication: responds to client and team requests in a timely manner when prompted
Interpersonal: active listening, building rapport, establishing trust
Presentation: public speaking fundamentals, documentation accuracy, engagement techniques
Analytical: basic data interpretation, risk identification
Ability to track and resolve client requests with guidance
Ability to escalate concerns appropriately and follow through on assigned tasks
Updated: For Review
Demonstrates adaptability, enthusiasm, and a “can do” attitude
Ability to establish credibility in client interactions and internal collaboration
Ability to manage meeting agendas, take notes, and track action items
Working Conditions
Ability to work in an independent environment with moderate supervision
Ability to work under a moderate noise level (i.e. working on an open floor with printers, telephones, and computers)
Ability to travel for business and work beyond normal business hours when necessary
Ability to be flexible and successfully respond to multiple work pressures
Dexterity of hands and fingers to operate a computer keyboard, mouse, power tools, and to handle other computer
components
Love Your Job, Share Your Technology Passion, Create Your Future Here!
Skills Required
- 1-3 years of industry experience
- Basic understanding of CRM processes and client relationship management principles
- Familiarity with CRM tools (e.g., Salesforce), ServiceNow, and reporting platforms
- Introductory knowledge of ECI solutions and industry trends (cloud, cybersecurity)
- Ability to track and resolve client requests with guidance and escalate appropriately
- Time management: meets most deadlines with occasional reminders
- Communication skills: timely responses to client and team requests when prompted
- Interpersonal skills: active listening, building rapport, establishing trust
- Presentation skills: public speaking fundamentals, documentation accuracy, engagement techniques
- Analytical skills: basic data interpretation and risk identification
- Ability to manage meeting agendas, take notes, and track action items
- Ability to work independently with moderate supervision and respond to multiple work pressures
- Ability to travel for business and work beyond normal business hours when necessary
What We Do
Founded in 1995, ECI is the market leader in end-to-end technology solutions for the financial industry. We enable 1000+ forward-thinking organizations around the world to reach new performance levels through innovative technology solutions that drive business transformation. ECI uniquely understands the high touch needs of organizations in the financial space and our experience servicing these global leaders gives ECI the edge as your trusted technology partner. With offices across the United States, Europe, and Asia, we provide localized, personalized service on a global scale. ECI employs more than 900 professionals around the world, and we have a proven track record of employing the best employees which is important when building out teams to support clients.
