Senior Account Manager
Core
Retain 100% of the client base, develop account plans, and drive new sales opportunities for a financial services firm.
Role type
Senior Account Manager (Financial Services)
Builds
Client relationships, account plans, and value-added product sales pipelines
Domain
Financial Services (Buy-side)
Deliverable
client delivery
Required skills
Account management, client relationship management, negotiation, communication, project management oversight, sales pipeline management, contract negotiation, strategic planning
Preferred skills
Understanding of the buy-side market, ability to build trusting relationships, ability to communicate and influence
Technologies
None stated
Responsibilities
Cultivate relationships at a higher level with client senior management, identify and close additional revenue opportunities, negotiate pricing and contract terms, oversee client projects to ensure milestones are met, manage focus group agendas and logistics, review client satisfaction survey results and action plans, prepare annual client strategic plans
Seniority
Senior, hands-on IC