Sales Account Manager
Core
Drive the full sales cycle from lead generation to onboarding and manage a portfolio of retail, wholesale, and high-net-worth clients for an online trading provider.
Role type
Sales Account Manager (Fintech/Brokerage)
Builds
Trading client portfolio growth and retention
Domain
Financial Services / Forex / CFDs / Derivatives
Deliverable
client delivery
Required skills
lead generation, client onboarding, relationship management, technical support for trading platforms, revenue target achievement, cross-selling, CRM administration, regulatory compliance (ASIC/RG146), market knowledge (FX, indices, commodities)
Preferred skills
bilingual or multilingual capabilities, Bachelor's degree in Finance/Business/Economics
Technologies
CRM systems
Responsibilities
Drive the full sales cycle from lead generation to onboarding; manage and grow a portfolio of retail, wholesale, and high-net-worth clients; deliver technical support and explain trading platform features; meet or exceed individual and team KPIs and revenue targets; manage client onboarding and compliance verification; maintain deep understanding of financial markets and competitor offerings; track client communications and activities within the CRM.