Account Executive
Core
Managing a portfolio of existing customers to drive renewals, upsells, and cross-sells while acting as a trusted advisor.
Role type
Account Executive (Customer Success & Account Management)
Builds
Risk assessment solutions for Anti-Money Laundering, Fraud, and Credit Risk mitigation
Domain
Financial Services / Risk Management
Deliverable
client delivery
Required skills
portfolio management, contract renewal management, upsell and cross-sell identification, account health monitoring, product training delivery, CRM management, stakeholder coordination
Responsibilities
Manage a portfolio of existing customers, ensure timely contract renewals, identify upsell and cross-sell opportunities, monitor account health, deliver product training, coordinate with internal teams, maintain CRM records, provide leadership updates
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