Account Executive
Core
Managing an existing book of business to ensure renewals, drive incremental revenue through upsell/cross-sell, and optimize client product utilization.
Role type
Account Executive (Customer Success & Revenue Growth)
Builds
Risk mitigation solutions (AML, Fraud, Credit Risk, Identity Verification)
Domain
Financial Services / Risk Management
Deliverable
client delivery
Required skills
Customer relationship management, revenue growth strategy, client training coordination, CRM proficiency, analytical problem-solving, multi-tasking
Preferred skills
Salesforce experience
Responsibilities
Retain and renew existing business, identify up-sell and cross-sell opportunities, manage client training requirements, ensure timely onboarding within SLA, meet assigned targets for renewals and incremental revenue, provide quarterly updates to leadership
Seniority
Individual Contributor