Account Manager

Financial Recovery Technologies LLC•Medford, MA

10d•$70,000 - $90,000•Hybrid

About The Position

Join a fast-growing company that is transforming its industry! Financial Recovery Technologies is a technology-based services firm that helps institutional investors identify, file claims, and collect funds made available in securities class action settlements. Our best-in-class people and technology have made FRT a market leader. As an Account Manager, you will work to ensure seamless execution of FRT’s services, coordinating the needs and wants of the client with our service and operations teams. The Role: As an Account Manager at FRT, you will be responsible for building, maintaining, and growing key relationships with our institutional investor clients, identifying new business opportunities, and maintaining extensive industry knowledge. Specifically, you will: Serve as the primary client service provider for your assigned clients Develop and maintain strong relationships with an assigned portfolio of clients Applying proven client service techniques, methods and tools, coordinate service across multiple accounts, developing task schedules, tracking client requests, and managing the progress of each request through to completion Document and communicate client priorities and pain points to internal teams Maintain records of client, prospect and partner visits, appointments, contacts and activities in FRT’s CRM Responsible for client satisfaction and retention Become a trusted advisor to clients Build and maintain long term relationships with clients and business partners based on knowledge of client requirements and commitment to value (value of counsel and expertise, value of solutions, value of implementation expertise) Using internal access to extensive knowledge of the class action portfolio recovery space, provide guidance to clients on upcoming participation opportunities, key industry topics, and best practices Partner with sales, marketing, and sales partners to demonstrate FRT’s value proposition to existing clients Listen to the needs of prospects and existing clients Identify and analyze clients’ business and issues in order to match the appropriate solution/technology to the clients' requirements and present it to the client

Requirements

Two years’ experience in key account management in the financial services industry
Effective in driving successful business outcomes with clients and prospects
Highly skilled client manager, influencer, negotiator, and organizer
Self-directed and detail oriented, able to work in a fast-paced environment with limited administrative support or hand holding
Highly collaborative, prioritizing collaboration over credit, and interested in building strong relationships with peers across corporate functions
Naturally confident networker and relationship builder, able to build strategic relationships internally and externally, with an ability to lead inspirational presentations in an adaptive style
Experienced in identifying new business opportunities and increasing revenues from existing clients
Intellectually curious, with a passion for learning and a demonstrated commitment to continuous growth

Responsibilities

Serve as the primary client service provider for your assigned clients
Develop and maintain strong relationships with an assigned portfolio of clients
Coordinate service across multiple accounts, developing task schedules, tracking client requests, and managing the progress of each request through to completion
Document and communicate client priorities and pain points to internal teams
Maintain records of client, prospect and partner visits, appointments, contacts and activities in FRT’s CRM
Responsible for client satisfaction and retention
Become a trusted advisor to clients
Build and maintain long term relationships with clients and business partners based on knowledge of client requirements and commitment to value
Provide guidance to clients on upcoming participation opportunities, key industry topics, and best practices
Partner with sales, marketing, and sales partners to demonstrate FRT’s value proposition to existing clients
Listen to the needs of prospects and existing clients
Identify and analyze clients’ business and issues in order to match the appropriate solution/technology to the clients' requirements and present it to the client

Benefits

Competitive salary and bonus
Health, dental, vision
401k (with company match)
Income protection plans (life, accidental death and dismemberment, short- and long-term disability)
Access to a suite of voluntary benefits
Commuter Benefits
Employee Assistance Program
Fun, smart, diverse colleagues
Free drinks and snacks
Free parking onsite
Free access to onsite gym