Client Account Management

Position Overview:

We’re looking for a dedicated and personable account manager to maintain client

accounts and serve as our main point of contact. The ideal candidate should have a passion for

helping others and a drive for providing exceptional customer service. Applicants should also be

proficient with spreadsheets, and various products of the Company.

Objectives of this role

• Serve as the main point of contact in all matters related to client concerns and needs.

• Build and strengthen client relationships to achieve long-term partnerships.

• Maintain accurate client records, keeping track of any contract updates and renewals.

• Work with sales and other internal teams to develop strategic marketing plans and ensure KPIs are

being met.

• Develop a thorough understanding of our products and service offerings to better upsell and cross-

sell to clients.

Key Responsibilities:

• Handle inquiries and requests from customers and address their needs.

• Stay on top of accounts, making sure they receive services that are within their budget and meet

their needs.

• Meet regularly with other team members to discuss progress and find new ways to improve

business.

• Serve as a brand ambassador for existing and new products, developing tailored sales pitches to

each client.

• Coordinate with Customer Support and Marketing to ensure customers satisfaction and

appropriately introduce new products as they relate to client needs.

• Generate progress reports for clients and senior leaders within the organization.

• Identify upsell, cross-sell, and renewal opportunities and communicate with the sales team

regularly.

Qualification:

• Bachelor’s/MBA in Marketing/Finance or a related field.

• NISM Courses

Preferred Skills:

• Candidate should be willing to travel frequently to client location.

• Proven track record of meeting or exceeding quotas and receiving positive customer feedback.

• Proficiency with common customer success and customer relationship management software,

Sales Logix and Salesforce

• Professional certification (ex: from Strategic Account Management Association)

• Proven experience as a Client Account Manager or similar role.

• Strong problem solving and negotiation abilities.

• Knowledge Financial Markets.

• Exceptional communication and presentation skills.