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Client Success Partnership Director
7 days ago
About the Job:
We are seeking a Financial Services Account Manager to join our team. As a Financial Services Account Manager, you will be responsible for managing a portfolio of clients, identifying opportunities for revenue growth, and developing strategic account plans to drive revenue growth and expansion.
Responsibilities:Manage a portfolio of clients, identifying opportunities for revenue growth and developing strategic account plans to drive revenue growth and expansion.
Develop strong, trusted relationships with clients, positioning yourself as their key advisor and gaining a deep understanding of their business objectives, operational challenges, and strategic goals.
Present tailored solutions that demonstrate clear value and ROI for the client, taking a consultative approach to sales and focusing on client outcomes rather than just product features.
Maintain accurate records of client interactions, revenue projections, and deal progress within CRM tools like Salesforce, generating reports and analyzing data to track performance and optimize strategies.
