Account Management
FE fundinfo
Esch-sur-Alzette, Luxembourg
il y a 20h

Main Tasks :

  • Responsible for a portfolio of existing client accounts within the business and will be targeted to retain and grow those accounts.
  • Primary relationship contact within the existing client account
  • Retain and upsell clients by understanding client’s business and requirements to ensure highest level of service and maximise all potential opportunities
  • Manage and re-negotiate contract renewals (including price increases) on an ongoing basis
  • Drive upsell opportunities within your portfolio and ensure set up, order forms and invoicing.
  • Identify and qualify cross sell opportunities with the Sales team which will be recorded via an opportunities pipeline in Salesforce
  • Responsible for new products when onboarded by Sales and Customer Success teams into existing accounts
  • Develop long-term relationships with this portfolio of clients, connecting with key business executives and stakeholders up to C level
  • Maintaining regular contact with clients and lead quarterly business reviews (QBRs) with larger accounts
  • Providing feedback to cross-functional internal teams to ensure customer needs are met. These actions will be taken by these cross-functional internal teams and should be recorded on CRM and fed back to Client with the AM cc’d.
  • e.g. This could include setting up, chairing or attending internal meetings as required to proactively address client's expectations and facilitate positive outcome).

  • Creating and maintaining Account Plans for larger / key clients to develop client accounts and strategy
  • Identifying account risks, creating and implementing At Risk plans through to a positive resolution and should be placed in Salesforce
  • Fully understand our proposition and be able to demo / discuss products / services in detail and work with Propositions to stay up to date.
  • at present updates done in monthly meetings)

  • Manage the client cancellation process
  • Communicate the progress of monthly / quarterly objectives to internal stakeholders
  • Forecast and track key account metrics in Salesforce
  • Meetings, minutes and actions to be recorded in Salesforce
  • Maintain and develop industry and product knowledge by participating in training opportunities (internal sessions), reading professional publications (e.
  • g. FE Trustnet, Money Marketing, FT, Citywire, Boring Money) and sharing in TEAMS. Maintaining personal networks via Linkedin

  • Attend and representing the company at marketing, conferences and Industry events
  • Skills Requirements :

  • Proven account management experience
  • Ability to understand and interpret client data in a clear and commercial manner
  • Effective Communications / Stakeholder management skills :
  • Presenting and influencing credibly and effectively at all levels of the organization, including executive and C-level,
  • Presenting client data in a commercial manner
  • Managing internal stakeholder
  • Excellent active listening, negotiation and presentation skills
  • Excellent verbal and written communications skills
  • Ability to challenge effectively
  • Fluent in English (C1), French / German would be advantageous
  • Professional curiosity, proactive and resourceful
  • Experience in delivering client-focused solutions based on customer needs
  • Self-motivated and able to thrive in a results-driven environment
  • Natural relationship builder
  • Effective Time Management
  • Critical thinking and problem-solving skills
  • Keen attention to detail and adherence to deadlines
  • Team Player with the ability to adapt / can do attitude
  • Client focused
  • Maintain relevant CPD
  • Systems :

  • Proficient at Microsoft Office Suite
  • Landesk
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