Employer Industry: Financial Services Technology

Why consider this job opportunity:
- Salary up to $175,000
- Opportunity for career advancement and growth within the organization
- Work in a dynamic and innovative environment focused on digital transformation
- Collaborate with C-Suite and E-Suite executives, building long-term trusted relationships
- Chance to make a significant impact on client satisfaction and retention
- Comprehensive benefits package and support for professional development

What to Expect (Job Responsibilities):
- Maintain and enhance customer relationships to drive account revenue retention and growth
- Drive executive governance to ensure alignment on relationship status and resolution of issues
- Manage the renewal process and ensure account receivables are current
- Identify growth opportunities and collaborate with Sales to upsell and cross-sell services
- Conduct weekly ticket reviews and work with platform success teams for issue resolution

What is Required (Qualifications):
- BA/BS degree required; MBA is a plus
- 10+ years of financial services experience, preferably in Wealth & Asset Management
- Proven account management experience in a customer-facing environment
- Strong understanding of customer business models and workflows
- Demonstrated selling and negotiation skills

How to Stand Out (Preferred Qualifications):
- Experience using analysis, reporting, modeling, and forecasting to inform business decisions
- Strategic thinking abilities to identify and articulate complex propositions

#FinancialServices #ClientSuccess #CareerOpportunity #DigitalTransformation #AccountManagement

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