Account Manager, Financial Services

Added
23 days ago
Type
Full time
Salary
Salary not provided

Related skills

account management customer success relationship management saas renewals

📋 Description

  • Maximize retention across the book of business
  • Drive adoption across client units to uncover growth
  • Identify revenue at risk to prevent churn
  • Collaborate with Account Executives on growth opportunities
  • Plan onboarding and user training initiatives
  • Serve as on-ground advocate; collect value stories

🎯 Requirements

  • Relationship-driven; proven success with Fortune 1000/financial services
  • Subject-matter expert; strong business acumen and processes
  • Energetic and creative; quick learner
  • Understand SaaS business; AI/research product experience preferred
  • Results-driven with grit, initiative and commitment
  • Strong communicator with Analysts to C-level audiences
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