Director, Account Management

Reporting to the VP of Sales, Financial Services, the Director, Account Management is a self-driven, results-oriented professional with a positive outlook able to carry out relationship-building activities to maintain and upsell accounts using our suite of products. Our clients are some of the most influential Financial Institutions, Investment Banks, and Private Equity firms in the world.

If you have excellent Sales skills, strong research and communication skills and are great at networking, and relationship building we would like to talk. At least four years of experience managing accounts in the software space is a must; experience with feeds and data is a plus. If you are an experienced B2B Account Manager with experience working with Financial Institutions, Investment Banks, and insurance companies we would like to talk to you.

Principle Responsibilities

• Maintain an existing mid-market BoB, integrating yourself as a trusted partner with existing clients
• Demonstrate the value of expanding their relationships to key stakeholders within your BoB
• Utilize and maintain an organized CRM (Salesforce)
• Respond to and follow up on client enquiries in a timely manner
• Upsell and see the process through to completion of renewal
• Align and drive initiatives with company goals
• Achieve monthly targets on a cumulative basis

Qualifications and Experience

• 4+ years account management experience with consistent success meeting or exceeding renewal and upsell objectives with software products and technical solutions into the Financial Services space.
• Experience working with and selling into Investment Banks, and Financial Institutions
• Experience building and developing rich, lasting relationships with clients.
• Are Client Obsessed!
• A familiarity with solution-based approaches to selling, excellent presentation and listening skills, organization, and contact management capabilities.
• Ability to interact from C-Suite to Associate level
• Experience with SaaS and fintech products a strong plus
• Hard working with a positive attitude, strong work ethic, ability to work under pressure and independently
• Self-motivated and able to prove this based on previous performance
• Motivated by the desire to constantly learn in a changing environment and actively contribute to a dynamic team structure

Other details

• Job Family Sales
• Pay Type Salary
• Employment Indicator Permanent
• Travel Required Yes
• Travel % 20

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