Senior Account Manager
Core
Senior Account Manager responsible for acquiring new clients and building long-term relationships in the Banking and Wealth Management sector.
Role type
Senior Account Manager (B2B SaaS)
Builds
SaaS solutions for WealthTech and financial institutions
Domain
Fintech / Wealth Management / Banking
Deliverable
client delivery
Required skills
B2B sales, account management, SaaS sales, strategic account planning, sales process management, stakeholder management, CRM proficiency, technical understanding of SaaS
Preferred skills
Wealth Management domain expertise, international sales experience, cross-selling/up-selling, AI in sales, portfolio management knowledge
Technologies
HubSpot, Salesforce, AI tools
Responsibilities
Acquire new clients nationally and internationally, develop individual account and sales strategies, manage the sales process from initial contact to contract closure, identify customer needs and business potential, collaborate with internal Sales, Product, and Delivery teams, improve sales processes.
Seniority
Senior, hands-on IC