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Client Relationship Executive/Manager (CRE/M) is a region focussed key account specialist responsible for retaining and growing the bank of business in which they are allocated. They have the responsibility for the retention and upselling of existing business, requiring negotiation skills and excellent relationship management and account management. They focus on the development of an annual sales plan for their bank of business which identifies how the overall target will be achieved. Regular contact and building relationships with clients in partnership with Marketing and the Customer Success team is required to develop engagement activities throughout the year to support retention and upsell as well as cross-selling products. The role entails strong organisation skills and the ability to manage a large number of accounts with a strategic mindset in order to build relationships with key stakeholders. The candidate will also be working closely with our parent company to collaborate on projects or duties as assigned from time to time.
Job Responsibility:
To personally be responsible for the achievement of the retention and upsell business target set at the start of each new year
To work with the appropriate support departments to ensure that customer issues are handled consistently and effectively in a timely and efficient manner
To work closely with the Customer Success team to plan and prioritise activities to support the goal of retention and upsell
To prioritise face to face and virtual meetings with clients, gain knowledge of the business operations and information needs of the client and actively network to build strong relationships at a senior level and with stakeholders in other departments within the company
Maintaining awareness of an opportunity/accounts overall health and taking the appropriate action to mitigate the risk of downsell and/or cancellation
Document all sales activity in salesforce, and keep opportunities updated with regards to likely close dates in a timely and efficient manner
To keep up to date with market & competitor developments in the relevant sector and have the ability to speak with confidence on the FTs value proposition
To keep up to date with developments and news relating to the individual accounts you are responsible for ensuring a tailored and strategic approach
Feedback customer insight to assist with product development and cross selling new products
Ensure dates of all renewals are well planned and work commences at least three months in advance
Requirements:
Takes a consultative sales approach to achieve business development in order to expand accounts
Strong approach to cross-selling into new products using strategic value positioning
Proven account management experience and of meeting or exceeding retention and upsell revenue targets with a strategic mindset
Experience carrying out face to face and virtual client meetings often negotiating with senior management within the company
Well developed influencing skills to gain commitment from clients and colleagues
Eager to develop a thorough understanding of the value of the FT from existing clients in the relevant sector/region and utilise this information to grow, expand and upsell accounts
Excellent presentation and communication skills
Ability to work collaboratively as part of a team to succeed
High level of initiative, motivation, and ability to network both internally and externally to identify opportunities and maintain/build relationships
Excellent organisation skills and ability to work under pressure to meet deadlines