Account Manager (Strategic Financial Sales)
About The Position
The Account Manager position exists to support across the sales team and identify cross-sell and upsell opportunities within an established book of business. The Strategic Financial Services Sales team partners with some of the largest financial institutions in the market to solve complex risk, fraud, identity, and compliance challenges. The team is focused on delivering strategic value through innovative data, analytics, and risk solutions that help clients drive growth, strengthen fraud prevention capabilities, and improve business decision-making. Collaboration, consultative selling, executive relationship management, and cross-functional partnership are central to the team's success.
Requirements
- 2+ years of sales or customer success experience.
- Possess organizational, prioritization, time management and forecasting skills.
- Ability to promptly manage and respond to customer contacts.
- Have exceptional written and verbal communication skills.
- Desire to move into a direct sales role long term.
Nice To Haves
- Preferred location FL or OH, willing to be flexible on location for the right candidate.
Responsibilities
- Establishing and maintaining excellent customer relationships at all levels.
- Acting as liaison between sales support and our customers in order to provide superior service and solutions.
- Evaluating existing relationships, grow and expand relationships, create a territory plan and successfully execute against that strategy.
- Meeting or exceeding monthly and annual revenue objectives.
- Calling existing customers to secure appointments, gathering information on their needs, positioning and demonstrating the value of our products to address their business issues.
- Providing excellent customer service by effectively managing customer objections, setting realistic expectations, successfully negotiating pricing and contracts and close sales.
Benefits
- Comprehensive, multi-carrier program for medical, dental and vision benefits
- 401(k) with match and an Employee Share Purchase Plan
- Wellness platform with incentives, Headspace app subscription, Employee Assistance and Time-off Programs
- Short-and-Long Term Disability, Life and Accidental Death Insurance, Critical Illness, and Hospital Indemnity
- Family Benefits, including bonding and family care leaves, adoption and surrogacy benefits
- Health Savings, Health Care, Dependent Care and Commuter Spending Accounts
- In addition to annual Paid Time Off, we offer up to two days of paid leave each to participate in Employee Resource Groups and to volunteer with your charity of choice
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
