Description

In this role, you will drive account growth and build lasting relationships with clients in the Financial Services and Insurance sector. Your day-to-day responsibilities will involve strategic planning, contract negotiations, and ensuring customer satisfaction while collaborating with sales teams to uncover new opportunities.

Requirements

• •Growth mindset
• •Customer-focused
• •Inclusivity in teamwork
• •Proven work experience (5+ years) in account management or relevant role
• •Ability to communicate, present, and influence stakeholders
• •Experience with CRM software and Microsoft 365
• •Excellent listening, negotiation, and presentation skills
• •Experience delivering client-focused solutions
• •Ability to manage multiple projects with attention to detail
• •Strong communication skills in a complex matrix
• •Knowledge of business and technology trends
• •Strong verbal and written communication skills
• •BA/BS or MA/MS degree in IT, Business Administration, Sales, or relevant field
• •Bachelor's degree or Master’s degree
• •Consultative selling experience in technical solutions
• •Relationship management experience
• •Subject matter expertise in 1+ areas (e.g. Cloud, Network, Cybersecurity, AI)
• •Cross-functional team management experience
• •Communication skills in a complex matrix

Tasks

• •Serve as the main point of contact for customer account management
• •Build and maintain strong relationships with existing and new clients
• •Negotiate contracts and close agreements to maximize profit
• •Develop trusted advisor relationships with customer stakeholders
• •Ensure timely delivery of solutions based on customer needs
• •Communicate progress of initiatives to stakeholders
• •Develop new business with existing clients and identify improvement areas
• •Forecast and track key account metrics and prepare status reports
• •Collaborate with sales teams to identify and grow opportunities
• •Manage challenging client requests and issue escalations

Tools & Technologies