Offer summary

Qualifications:

Bachelor’s Degree or five years of relevant experience in client relationship management., Strong leadership and communication skills., Experience in building and growing client relationships to achieve business goals., Ability to manage multiple priorities independently and exercise good judgment..

Key responsibilities:

Manage and develop trusted advisor relationships with clients.

Facilitate and organize client meetings, both in-person and remote.

Support client onboarding, training, renewals, and retention processes.

Drive new business growth through expansion and up-sell initiatives.

Job description

Senior Account Executive reports to the VP of Client Services and is responsible for overseeing and managing their assigned clients. The role will include developing strong relationships with clients and connecting with key business executives and stakeholders. The Senior Account Executive is responsible for the overall management of the client relationship and will coordinate and lead strategic as well as tactical planning sessions with client leadership. This position requires an experienced Account Executive who is the primary strategic contact for all assigned clients, and is further responsible for managing crossfunctional internal relationships required to support clients and achieve established team and corporate goals.

SENIOR ACCOUNT EXECUTIVE RESPONSIBILITIES: Facilitate, plan and organize telephone and inperson client meetings.
Develop strong relationships with clients, connect with key business executives and stakeholders.
Update and distribute operational metrics and benchmarks used to measure client health (adoption, usage, satisfaction, retention, etc.).
Assist with challenging client requests or issue escalations as needed, involving the appropriate client and internal teams.
Complete assigned processes related to client onboarding, training, renewals and retention.
Drive new business growth through expansion and upsell initiatives with assigned clients.
Work to attain assigned goals for sales qualifications and client retention.
Work alongside Product and Operations teams to improve service and product offerings.

ESSENTIAL FUNCTIONS: Manage and develop trusted advisor relationships with clients and colleagues.
Partner with clients to understand their business goals and strategies and provide strategic direction and creative strategies that help them achieve their business objectives.
Support and follow the vision, discipline, guidelines, and best practices established for account management.
Monitor progress of client relationships across all assigned clients and provide necessary updates to Client Services leadership to address issues or problems that may arise.
Provide regularly occurring meetings such as biweekly client partner meetings and annual onsite partner meetings.
Other duties andor special projects as assigned.

KNOWLEDGE, SKILLS, & ABILITIES: Strong leadership and communication skills
Success building and growing client relationships and achieving client business goals
Adept at navigating client feedback and maintaining positive relationships
Strong business acumen
Strong communication and presentation skills with the ability to communicate at all decisionmaking levels
Ability to manage daytoday relationships with clients and various internal stakeholders
Able to multitask, prioritize, problem solve and work independently
Proven ability to exercise good judgment and independent discretion regarding client initiatives and other companyrelated efforts
Excellent problemsolving skills
Team player, flexible and fast thinker, especially during critical or stressful times
Financial services experience preferred

EDUCATION: EducationExperience: Bachelor’s Degree. In lieu of degree, five years of experience in directly managing client relationships.