Customer Success Director - Financial Services Vertical

Individual must be located in the United StatesFull-TimeDirector
Salary90000 - 110000 USD per year
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Job Details

Experience
7-10 years
Required Skills
Microsoft ExcelMS OfficePowerPoint

Requirements

  • Bachelor's degree or equivalent work experience
  • 7-10 years proven experience and track record in sales account management, managing complex solutions and products for strategic National and or Global accounts with C-level relationship experience
  • Proficiency with MS Office applications including Word, PowerPoint, and Excel
  • Strong oral and written communication, and interpersonal skills
  • Outstanding multi-tasking and time-management abilities
  • Excellent organizational, analytical, problem analysis and problem-solving skills
  • Demonstrated networking capabilities, exhibiting a professional demeanor and business maturity
  • 3 years of virtual work experience (preferred)
  • Work experience in the professional sales environment is desirable (preferred)

Responsibilities

  • Develop clear and thorough sales account plans detailing all relevant information about customers, their industries, and their specific RISK history.
  • Track revenue trends and sales opportunities and analyze competitive threats.
  • Meet or exceed monthly and annual revenue objectives within a defined list of named accounts.
  • Identify additional products or solutions FA can provide.
  • Identify required cross functional resources needed to maximize revenue opportunities and penetrate market with FA products and solutions.
  • Prepare and deliver quarterly and annual client business reviews.
  • Document and manage all action/project plans for assigned client base.
  • Analyze trends and make recommendations on potential changes to customer programs.
  • Establish and maintain excellent customer relationships at all levels to provide superior service and solutions.
  • Manage customer contractual documentation to include MSAs, Schedule As, Statements of Work, SLAs, and SOPs.
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90000 - 110000 USD per year
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