Account Manager - Banking and Wealth
Core
Manage and grow relationships with a portfolio of high-potential banking, wealth, and insurance customers to drive revenue and product adoption.
Role type
Senior Account Manager (B2B Technology)
Builds
Customer revenue growth, partnership strategies, and product utilization for financial institutions
Domain
Financial Services / Fintech
Deliverable
client delivery
Required skills
Quota carrying account management, B2B technology sales, stakeholder management, commercial negotiation, product consulting, cross-functional collaboration
Preferred skills
B2B technology experience, deep understanding of APIs, financial services domain knowledge
Responsibilities
Identify key stakeholders and build relationships with core customer teams; develop strategies to increase product adoption and engagement; own revenue targets including upsell opportunities and contract renewals; act as a strategic advisor on product and industry best practices; translate customer feedback into product insights; collaborate with internal teams (Sales, Engineering, Product, etc.)
Seniority
Senior, quota-carrying IC