Account Manager

Info Image • Coppell, TX

9d

About The Position

The Account Manager manages ongoing customer relationships and is responsible for renewing contracts with existing clients, introducing new products and services, and growing revenue. The role supports accounts in an assigned region and develops sales and product-placement plans aligned with regional goals. It also includes analyzing client and market needs, managing regional expenditures within budget, identifying new sales opportunities in the financial banking industry, and attending trade shows and conferences.

Requirements

• Bachelor’s degree preferred.
• Minimum of 8 years of related experience or equivalent.
• Commitment to excellence and high standards.
• Strong organizational, problem-solving, and analytical skills.
• Acute attention to detail.
• Demonstrated ability to plan and organize projects.
• Ability to deal effectively with individuals at all organizational levels.
• Good judgment and ability to make timely, sound decisions.
• Ability to direct and recommend cost-effective, creative solutions.
• Ability to perform diversified clerical functions and basic accounting procedures.
• Proficiency in PowerPoint, Salesforce, and Excel.
• Ability to effectively present product demonstrations online or in person.
• Ability to travel to clients or shows when applicable.
• Ability to analyze statistical and financial data.
• Ability to coordinate multiple tasks simultaneously.
• Ability to collect, interpret, and/or analyze complex data and information.
• Valid state-issued driver’s license and insurability.
• Provide and maintain current, valid proof of automobile insurance.
• Successfully complete a background verification process.

Responsibilities

• Maintain and nurture existing client relationships at the senior-management level.
• Oversee negotiation of renewal contracts.
• Resolve high-level issues.
• Support and coordinate interactions between customer-facing departments and existing accounts in the specified region.
• Develop and implement strategic sales and new-product placement plans to meet regional goals.
• Review market factors to determine client needs, price schedules, and discount rates.
• Assist Client Services in challenging situations.
• Understand the business climate in assigned territories, including industry type, growth rate, and market factors.
• Create account plans for all key accounts.
• Prepare periodic sales reports covering sales volume, potential sales, and opportunities to expand the client base.
• Present demonstrations to key clients and provide training on existing and new products and services.
• Control expenditures for the specified region in accordance with budget requirements.
• Develop new sales opportunities within the financial banking industry.
• Attend trade shows and conferences.

What This Job Offers

• Job Type: Full-time