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The Account Manager, Financial Services is responsible for developing three-dimensional relationships with customers and key stakeholders in order to effectively retain and grow our customer base. In this role, you will serve as our Financial clients’ main point of contact for inbound queries, outbound engagement, relationship updates, and renewal discussions. You’ll need to be versatile. You will work with a variety of clients from Hedge Funds, Asset Managers, Investment Banks to Private Equity and more.. In this role, you’ll be expected to collaborate with account executives, identifying new business opportunities to help expand our footprint within each client account.
Job Responsibility:
Forecast and 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, exceeding monthly, quarterly and annual revenue goals
Identify at-risk revenue in order to best position the company to prevent churn
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 rather than vendor
Hold Business Reviews with key stakeholders
Plan and execute new user onboarding and training initiatives
Consistent proactive outreach with material and information that’s relevant for our user base
Serve as our boots on the ground and physical presence within each client (floor walks, lunch and learns, etc.)
Serve as both the advocate for AlphaSense to the client, and the client advocate within AlphaSense
Acquire value stories and product feedback from clients. Circulate internally to assist with product development, marketing, sales efforts
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
Internal and external relationship management skills
Strong business acumen
Commitment to effective processes and tactics
Natural intellectual curiosity
Ability to learn and adapt quickly
Understanding of best practices for client engagement within a SaaS environment
Grit, work ethic, initiative, enthusiasm and commitment
Exceptional oral, written and presentation skills
Ability to distill and explain complex issues in simple terms