Account Manager, Financial Services Jobs

New

Account Manager, Financial Services

The Account Manager, Financial Services is responsible for developing three-dime...

Location

Singapore , Singapore

Salary:

Not provided

AlphaSense

Expiration Date

Until further notice

Requirements

Strong ability to develop instant rapport with new people
Demonstrated success at managing and growing relationships within Fortune 1000 clients and/or financial services companies
Excel at internal and external relationship management
Strong business acumen and commitment to effective processes and tactics
Natural intellectual curiosity with the ability to learn and adapt quickly
Understand best practices for client engagement within a SaaS environment
Preferably with exposure to AI and/or research-based products
Set the example for grit, work ethic, initiative, enthusiasm and commitment
Exceptional oral, written and presentation skills
Ability to distill and explain complex issues in simple terms

Job Responsibility

Maximize retention rate across the book of business
Increase and drive adoption of AlphaSense solutions into other business units of existing clients to uncover new opportunities
Exceed monthly, quarterly and annual revenue goals
Identify revenue at risk to prevent churn
Forecast retention rates
Collaborate with Account Executives to identify growth opportunities within the book of business
Understand the ins and out of the business, roles, responsibilities, projects, performance metrics, etc. within our client base
Cultivate relationships with users and key stakeholders to ensure AlphaSense is viewed as a business partner
Hold Business Reviews with key stakeholders
Plan and execute new user onboarding and training initiatives

New

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

New

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

Account Manager - Financial Services Industry

Account Manager role for the Financial Services Industry (FSI) at Hewlett Packar...

Location

United States

Salary:

216000.00 - 507000.00 USD / Year

Hewlett Packard Enterprise

Expiration Date

Until further notice

Requirements

University or Bachelor's Degree preferred, or equivalent experience
Engineering or technology education, advanced degree or MBA desired
Typically 8-12+ years account management experience
Experience in IT industry
Experience in vertical industry preferred
(Extraordinarily) strong track record of account management and sales performance
Experience in big data, hybrid IT, IT services, digital business, information security, AI and intelligent edge desired

Job Responsibility

Articulates a two-way connection between the customer's core KPIs, business priorities and initiatives, and the plan to support the customer with IT solutions
Influences the decision-making of customer executives including the C-level
Proactively builds and executes a plan to drive growth and profitability across HPE's portfolio
Actively engages with the customer to identify opportunities
Knowingly invests in maintaining and developing a professional relationship network within the customer
Develops and maintains comprehensive view of the partner landscape in the account
Constantly develops and updates expertise in IT technology
Actively builds, develops and leads the extended account team
Provides feedback into other HPE organizations and coordinates with other customer facing HPE organizations to improve the customer experience
Fully owns the development and execution of a comprehensive account business plan for defined accounts

What we offer

Health & Wellbeing benefits
Personal & Professional Development programs
Unconditional Inclusion environment

Fulltime

Account Manager - Financial Services Industry

This role has been designated as ‘Remote/Teleworker’, which means you will prima...

Location

United States

Salary:

189500.00 - 445500.00 USD / Year

Hewlett Packard Enterprise

Expiration Date

Until further notice

Requirements

University or Bachelor's Degree preferred, or equivalent experience
Typically 8+ years account management experience
Experience in IT industry
Experience in vertical industry required - financial services industry (FSI)
Strong track record of account management and sales performance
Experience in big data, hybrid IT, IT services, digital business, information security, AI and intelligent edge desired

Job Responsibility

Manages one or several larger accounts or acts as the account lead for a substantial part of a top account
Understands the customer’s IT and business objectives, priorities, requirements and challenges, and adds value by implementing HPE’s strategy
Drives business performance for all HPE BUs and manages the portfolio mix to optimize profitability of the account
Accountable for pipeline building
accountable for and supportive in deal closing and orchestrating the deal team
Builds and develops relevant customer relationship networks with key influencers and decision makers in IT and business
Develops and engages with the extended partner ecosystem to maximize HPE’s presence in the account
Constantly develops information technology industry knowledge to position HPE’s portfolio in the account
Orchestrates, engages, guides and provides feedback to the extended account team members
Acts as customer’s advocate inside HPE

What we offer

Health & Wellbeing
Personal & Professional Development
Unconditional Inclusion

Fulltime

HPE Financial Services SLED Account Manager

Serves as the overall account lead (single point of contact) for SLED (state and...

Location

United States , Western United States

Salary:

141000.00 - 332000.00 USD / Year

Hewlett Packard Enterprise

Expiration Date

Until further notice

Requirements

University or Bachelor's degree
Detailed knowledge of key customer types or customers on given products
Typically 6-12 years of experience as referenced above
Industry experience required – leasing or public sector sales
Experience in product specialty (computers, printers, servers, storage)
Knowledge of state/local government/education market or leasing/financing experience
Understanding of leasing/accounting pricing and concepts
Has good leadership skills and cross functional expertise
Must have good time management skills
Broad understanding of the customer's needs

Job Responsibility

Builds growth opportunities using the account planning process
actively manages planning process through scheduled reviews and updates
Extensive time working with and leveraging external partners to deliver solution sale
Significant percentage of time spent directly with customer
interfaces with all levels, including highest within customer organization
highly diverse set of functions and buyers
focus in on management level
Develops business plan in conjunction with customer
Applies consultative-selling techniques to identify and advance opportunities that result in ongoing profitable revenue growth for the company
Maintains high-level of customer loyalty and builds trust and integrity, as indicated in company conducted surveys and reports

What we offer

Health & Wellbeing
Personal & Professional Development
Unconditional Inclusion

Fulltime

Account Manager / Project Manager

This role blends account management, operations, and creative collaboration in a...

Location

United Kingdom , Uckfield

Salary:

28000.00 - 32000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Excellent communication, leadership, and organisational skills
proven ability working within Account Management/ Project Management ideally within a Manufacturing or fast moving field
A problem-solver with a proactive, can-do attitude
Financial acumen, ability to juggle different projects and understand profit and loss/costings
Detail-oriented with the ability to juggle multiple priorities
Strong team player who can also work independently
Proficient in Microsoft Office
Comfortable working to tight deadlines and under pressure
Ideally a driver, due to location

Job Responsibility

Build and maintain strong relationships with key UK retail and corporate clients
Collaborate with international suppliers to enhance the range
Raise purchase orders and order components to meet production needs
Manage stock and support production planning for timely delivery
Resolve queries with customer service teams, suppliers, and production departments
Gain financial understanding to accurately raise costs to customers
Support creative projects, from design briefs and photoshoots to marketing campaigns
Assist in executing the marketing strategy, including social media and e-marketing
Upload new products to e-commerce platforms
Be hands-on during peak season, working on-site with suppliers

What we offer

Excelelnt allowance of 24 days holiday + Bank Holidays, Parking, Pension, Private Medical Insurance, Social events, plus more +++

Fulltime

Account Manager, Financial Services

AlphaSense

Location:
United Kingdom, London

Category:
Sales

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
December 17, 2025

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