Key Account Manager (Financial Institutions) - North America
C
ConveraFinancial Services
Work From Home - CanadaFull-Time
Salary100,000 - 150,000 CAD per year
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Job Details
- Required Skills
- SalesforceMicrosoft OfficeNegotiationAccount ManagementClient relationship management
Requirements
- Demonstrated success in an Account Management role, preferably in the financial services, or fintech sector and worked with regulated financial institutions
- Exposure to the foreign exchange industry is desirable
- Experience in managing relationships with and driving revenue from existing client accounts
- Strong understanding of consultative sales principles
- Adept at executive corporate level negotiations and building long-term client relationships
- Financially astute with knowledge of business needs and concerns and the commercial impact of global news and events
- Strong business-to-business and solutions sales experience
- Excellent communication/presentation skills across all media
- Ability to use technology (e.g., MS Office, web conferencing, search engines, reporting tools, and sales automation platforms such as Salesforce)
- Proven experience of working within and selling into multinational global organizations
Responsibilities
- Confirm current value proposition and determine key next steps to either reinforce or expand offering. Develop and strengthen client relationships through account review and on-site visits
- Achieve monthly, quarterly, and annual revenue targets for individual core/transition portfolio through cross- and upselling initiatives
- Monitor and achieve quarterly retention targets
- Utilize accurate sales forecasting techniques to reflect forward customer revenue potential and growth opportunities
- Complete KPI reporting as required by account
- Identify clients at risk (due to competitor approach and / or service issues) and build the appropriate escalation points. Discuss and identify service / product / operational improvements with client base. Share customer feedback and communicate ideas and strategies to drive the business forward
- Share leading / best practices and client trends / behaviors with rest of KAM team and with client portfolio to ensure knowledge is shared and establish Convera as a trusted partner
- Understand and maintain current knowledge of client sector or vertical and attend networking / industry events to further expertise in specified business / industry
- In conjunction with client management, this person will be responsible for the formation of discrete plans to foster adoption of FX risk solutions.
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