Account Manager (Financial Services)

About the Company:

Our client is a liquidity and technology provider of solutions for the crypto and foreign exchange (FX) industry. The company specializes in the sphere of B2B services and products, catering to a wide range of clients including large licensed brokers, crypto exchanges, crypto brokers, forex brokers, hedge and crypto funds, and professional managers. The company’s advanced base of ready-to-use technical solutions enables brokers to save time and money on consuming infrastructure projects and focus on enlarging their client base and increasing their revenues.

About the Role:

In this results-oriented position, you'll play a key role in expanding their footprint within the fintech space. You'll partner with existing clients to achieve their strategic objectives by leveraging their industry-leading solutions for liquidity management, digital payment processing, and CRM. Your core focus will be on building long-term, successful partnerships that drive not only account adoption and expansion but also client satisfaction, advocacy, and renewals.

You will be responsible for:

•  Cultivating Trusted Relationships: Developing deep connections with clients, becoming their go-to advisor, and understanding their unique business challenges and goals.
• Consultative Client Solutions: Collaboratively working with clients to identify opportunities where our solutions can drive value for the customer to achieve their long and short-term business objectives.
• Outcome-Driven Approach: Championing a consultative approach that focuses on the client's business outcomes rather than simply listing product features.
• Strategic Impact: Delivering impactful customer touchpoints such as business reviews, health checks, and renewal discussions that clearly showcase the value proposition of our solutions and how they drive positive client ROI.
• Identifying Growth Opportunities: Identifying and qualifying upsell opportunities to drive upsell and expand existing accounts, exceeding growth targets.
• Data-Driven Strategies: Tracking key metrics like churn rate, NPS (Net Promoter Score), and client satisfaction to identify areas for improvement and implement data-driven strategies for continuous growth.
• Industry Expertise: Staying abreast of industry trends in liquidity management, digital payment processing, and CRM solutions specific to brokers and investors.

Required

• Client Expertise (3+ yrs): Experience managing relationships with large, global, and complex organizations in a client-facing role (ideally customer success or similar). Technical product experience is a plus.
• Data & Analysis: Strong analytical skills and an ability to operate with rigor, leveraging data to find answers.
• Executive Presence: Strong presentation skills with an executive presence, particularly for in-person meetings with multiple stakeholders.
• Proven Success: A history of success in a consultant, pre-sales, technical account management role, or equivalent.
• Strategic Planning: Experience building comprehensive account plans that drive results.
• Goal Achievement: Proven track record of achieving targets and goals, particularly within a sales setting.
• Client Navigation: Experience handling difficult customer situations and demonstrating successful resolutions.
• Teamwork: Ability to effectively collaborate within a team environment with sales and services peers.
• Self-Starter: Strong research and self-starting skills, demonstrating the ability to learn and adapt independently.

Preferably the company is looking for someone with:

• Financial Services Acumen: Some understanding of the financial services industry, particularly the needs of brokers and investors.
• Business Acumen: Sophisticated business sense with an understanding of the underlying drivers and strategy of our user's businesses.
• Technical Influence: Track record of leading technical conversations, persuading others based on solution requirements and value provided.
• Collaboration Expert: Ability to build strong relationships and collaborate effectively with a wide range of people, both internally and externally.
• Agile Mindset: Motivation and flexibility to thrive in a high-growth environment where things change quickly.

Why Join?

• Make a Real Impact: Opportunity to make a real difference in our clients' businesses and shape the future of financial services technology.

• Dynamic Environment: Work in a fast-paced and dynamic environment with a team of passionate and supportive colleagues.

• Growth & Development: Enjoy continuous learning and development opportunities to further enhance your skills and knowledge.

• Competitive Compensation: Competitive salary and benefits package.

Our client's company is an equal-opportunity employer that values diversity. They do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.