Account Manager - Financial Services Industry Job at Hewlett Packard Enterprise

Account Manager - Fintech Named Accounts

We partner with customers to help them build and scale the best applications on ...

Location

United States , San Francisco or New York

Salary:

115200.00 - 163200.00 USD / Year

Plaid

Expiration Date

Until further notice

Requirements

7+ years of relationship management experience with large organizations or strategic customer portfolios in financial services or technology industries
Ability to collaborate closely with Plaid’s technical teams to ensure customer application launches are timely and successful
previous B2B technology experience is a strong plus
Ability to partner with Sales teams to drive successful outcomes for Plaid customers
previous deal experience strongly preferred
A strong business generalist with an acute product sense and ability to drive revenue growth
Ability to quickly understand new technologies and complex concepts
Ability to solve complex customers challenges through creative problem solving and collaboration with cross-functional teams
Interest in financial services and technical products
grit, enthusiasm, and a high degree of intellectual curiosity

Job Responsibility

Own overall relationship with customers, identifying key stakeholders and building relationships with influencers and the core team interacting with our solutions
Manage partnership, commercial, and technical initiatives
develop and implement strategies that increase existing and new product adoption, engagement, and growth at scale to drive revenue
Lead key partnership initiatives including ongoing checkpoints, quarterly business reviews, and technical escalations
identifying critical goals and key performance indicators to clearly understand and measure client satisfaction
Be a strategic advisor and provide consultative guidance on Plaid and industry best practices as customers build and scale their applications
Enable successful and consistent renewals to maintain existing segment revenue, as well as identify and execute on new growth opportunities with customers in support of the Sales team
Be a champion for our customers and work with our internal Plaid teams to translate customer feedback into product insights
partner with key customer stakeholders to ensure alignment between their business and product priorities and Plaid’s
Partner and collaborate with internal cross-functional counterparts such as Account Executives, Sales Engineers, Technical Support, Legal, Engineering, and Product teams to drive successful outcomes for Plaid and our customers

Fulltime

Account Manager - Fintech Named Accounts

We partner with customers to help them build and scale the best applications on ...

Location

United States , San Francisco or New York

Salary:

115200.00 - 163200.00 USD / Year

Plaid

Expiration Date

Until further notice

Requirements

7+ years of relationship management experience with large organizations or strategic customer portfolios in financial services or technology industries
Ability to collaborate closely with Plaid’s technical teams to ensure customer application launches are timely and successful
previous B2B technology experience is a strong plus
Ability to partner with Sales teams to drive successful outcomes for Plaid customers
previous deal experience strongly preferred
A strong business generalist with an acute product sense and ability to drive revenue growth
Ability to quickly understand new technologies and complex concepts
Ability to solve complex customers challenges through creative problem solving and collaboration with cross-functional teams
Interest in financial services and technical products
grit, enthusiasm, and a high degree of intellectual curiosity

Job Responsibility

Own overall relationship with customers, identifying key stakeholders and building relationships with influencers and the core team interacting with our solutions
Manage partnership, commercial, and technical initiatives
develop and implement strategies that increase existing and new product adoption, engagement, and growth at scale to drive revenue
Lead key partnership initiatives including ongoing checkpoints, quarterly business reviews, and technical escalations
identifying critical goals and key performance indicators to clearly understand and measure client satisfaction
Be a strategic advisor and provide consultative guidance on Plaid and industry best practices as customers build and scale their applications
Enable successful and consistent renewals to maintain existing segment revenue, as well as identify and execute on new growth opportunities with customers in support of the Sales team
Be a champion for our customers and work with our internal Plaid teams to translate customer feedback into product insights
partner with key customer stakeholders to ensure alignment between their business and product priorities and Plaid’s
Partner and collaborate with internal cross-functional counterparts such as Account Executives, Sales Engineers, Technical Support, Legal, Engineering, and Product teams to drive successful outcomes for Plaid and our customers

Fulltime

Client Accounting and Advisory Services Manager

We have an opportunity for a full-time Client Accounting and Advisory Services (...

Location

United States , Grand Rapids

Salary:

Not provided

H&S Companies, CPAs & Business Advisors

Expiration Date

Until further notice

Requirements

Bachelor’s degree in accounting or related field
Actively licensed CPA or EA
3+ years’ experience in a public accounting environment
5+ years’ experience of industry experience
Familiarity with Ultra Tax, SurePrep, Accounting CS, QuickBooks (online or desktop) is preferred, but not required

Job Responsibility

Execute monthly close procedures and deliverables to clients based on the accrual basis of accounting
Prepare various financial statements, including consolidated income statements, balance sheets and statement of cash flows
Calculate, interpret, and communicate KPIs from clients’ financial statements, identifying positive and constructive trends
Plan and manage basic engagements, including on-boarding and client delivery phases
Lead and manage other team members, including mentoring in professional development, guiding and teaching through technical challenges, and maintaining our firm’s core values
Seek to identify new advisory opportunities and propose additional services to existing clients
Support drafting proposals and other documents explaining proposed solutions for clients
Create, analyze, and present financial results directly to the client. You will work with clients to understand their financial position and strategically plan based on regularly scheduled meetings
Apply our processes, system, technology, and resources to manage workflow and ensure proper documentation of workpapers
Support special project requests from clients, including but not limited to cost studies, breakeven analysis, budget preparation, cash flow projections and other services

Fulltime

Financial Services Industry Sales Leader

Financial Services Industry Sales Leader is responsible for strategic sales plan...

Location

United States

Salary:

228500.00 - 553000.00 USD / Year

Hewlett Packard Enterprise

Expiration Date

Until further notice

Requirements

University or Bachelor's degree, advanced university or Master's degree preferred
5-10 years of sales and progressive management experience
10-15 years of Account Leadership and industry experience, preferably in the financial sector
Demonstrated results in growing a business or expanding a market
Travel within the US
potential for global where there’s business need

Job Responsibility

Lead the NA FSI sales team focused on the full spectrum of HPE’s product and services portfolio
Develop and execute sales strategies tailored to the NA FSI market to drive pipeline generation and revenue growth
Effectively lead FSI team to high performance, align to common vision, inspire innovation to attain execution and results
Build strong relationships and executive connections within the financial services industry, including C-level clients
Manage sales forecasting for the NA Sales FSI business
Foster career growth and professional development of the organization through performance review and reward planning activities
Drive innovation and share-of-wallet in priority areas (Cloud, AI, HPE IP)
Diversify existing accounts and lead with impactful outcome-based solutions, using Challenger Methodology principles
Monitor and analyze the competitive landscape
Drive awareness and credibility for the organization

What we offer

Health & Wellbeing
Personal & Professional Development
Unconditional Inclusion

Fulltime