Lead Account Manager

Job Summary

Managing relationships with key clients in the Financial Institution sector, the full-time Lead Strategic Account Manager will assess client needs, execute quarterly plans, and identify opportunities for integrated solutions while working remotely.

Key responsibilities

• Confirm current value propositions and develop key next steps to reinforce or expand offerings
• Achieve revenue targets through cross- and up-selling initiatives while monitoring quarterly retention targets
• Identify at-risk clients and discuss service improvements, sharing feedback to drive business growth

Required qualifications

• Demonstrated success in an Account Management role, preferably in financial services or fintech
• Strong understanding of consultative sales principles and experience with executive-level negotiations
• Financial acumen with knowledge of global business impacts and the foreign exchange industry
• Proven experience managing relationships with multinational organizations
• Excellent communication and presentation skills, with proficiency in technology tools like Salesforce