Account Manager II
Core
Managing long-term client relationships, negotiating servicing agreements and fees, and acting as the liaison between clients and operational units.
Role type
Account Manager II
Builds
Long-lasting client relationships and serviced financial products
Domain
Financial Services / Banking
Deliverable
client delivery
Required skills
Client relationship management, Contract negotiation, Project management, Risk assessment, Problem resolution, Reporting and analysis
Preferred skills
Account management, Client counseling, Go-to-market strategies, Influencing, Negotiation, Relationship building, Sales operations
Technologies
Customer Relationship Management Applications
Responsibilities
Prepare and manage client invoices, Conduct regular client meetings to discuss project status, Oversee project management activities including planning and scheduling, Identify and resolve operational and project-related issues, Develop reports on project performance and financial metrics, Facilitate conflict resolution among clients and stakeholders
Seniority
Mid-level, hands-on IC
