Posted:1 day ago|
Platform:
On-site
Full Time
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.
• 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.
• 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.
• Bachelor’s/MBA in Marketing/Finance or a related field.
• NISM Courses
• 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.
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