Account Manager (Strategic Financial Sales)
Core
Supporting the sales team to identify cross-sell and upsell opportunities within an established book of business for financial institutions.
Role type
Account Manager (Strategic Financial Sales)
Builds
Revenue growth and expanded relationships for financial clients
Domain
Financial Services / Risk & Compliance
Deliverable
client delivery
Required skills
sales experience, customer relationship management, territory planning, revenue forecasting, objection handling, contract negotiation
Preferred skills
desire to transition to direct sales
Responsibilities
Establishing and maintaining customer relationships at all levels, evaluating and expanding existing relationships, meeting revenue objectives, securing appointments and gathering customer needs, negotiating pricing and contracts
Seniority
Individual Contributor, entry-level sales support
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