AE II Client Success Representative
Core
Support strategic account management, optimize commercial processes, and drive digital transformation for key clients.
Role type
Senior Account Executive / Client Success Manager
Builds
Commercial processes, client relationships, and operational efficiency
Domain
Financial services, Account Management, Sales Operations
Required skills
Account Management, Sales Operations, Process Optimization, Digital Transformation, Project Management, CRM platforms, Business Intelligence, Power BI, Power Automate, Dynamics 365, Salesforce, Data Analysis
Preferred skills
Strategic thinking, Program Management, Stakeholder Management, Change Management
Technologies
Power BI, Power Automate, Microsoft Copilot, Dynamics 365, Salesforce
Responsibilities
Support strategic account management activities, Coordinate Sales Support activities, Identify and execute opportunities to improve commercial processes, Drive automation and digitalization initiatives, Coordinate internal resources to ensure client commitments, Support client retention and growth, Lead strategic projects related to commercial operations, Manage project timelines and risks, Prepare tracking reports on commercial performance, Foster collaboration across teams
Seniority
Senior, hands-on IC
