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 from Canada.

Key responsibilities

• Confirm current value proposition and develop next steps to reinforce or expand offerings
• Achieve revenue targets through cross- and up-selling initiatives while monitoring retention goals
• Identify at-risk clients and build escalation points, sharing customer feedback to drive business improvements

Required qualifications

• Demonstrated success in an Account Management role within the financial services or fintech sector
• Strong understanding of consultative sales principles and experience in executive-level negotiations
• Financial acumen with knowledge of business needs and the impact of global events
• Experience managing relationships with multinational organizations and driving revenue from existing accounts
• Proficiency in technology tools such as MS Office, Salesforce, and web conferencing platforms