Account Manager II
Core
Managing a portfolio of existing customers to drive renewals, upsell, cross-sell, and revenue growth within the risk solutions sector.
Role type
Senior Account Executive (Account Management)
Builds
Customer retention, recurring revenue, and expanded product usage for risk management clients
Domain
Financial Services / Risk Management / Compliance
Deliverable
client delivery
Required skills
Portfolio management, contract renewal management, upselling and cross-selling, CRM proficiency, stakeholder relationship building, analytical problem solving
Preferred skills
French or Portuguese language fluency, MEDDPICC or SPIN sales methodologies
Technologies
Salesforce
Responsibilities
Manage customer portfolio and drive renewals, identify and qualify upsell/cross-sell opportunities, monitor account health and spot risks, deliver onboarding and product training, coordinate with internal teams to resolve issues, maintain accurate CRM records and forecasts
Seniority
Mid-Senior, hands-on IC