Account Manager
Confirmed live in the last 24 hours
Locations
New York, NY, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Communications
Requirements
- 1 - 3 years of proven account management or other relevant experience
- A passion for growing and maintaining existing client accounts
- Ability to adhere to deadlines, delivering on time while prioritizing among competing tasks
- Proven ability to manage multiple projects with a keen attention to detail
- Exceptional verbal and written communications skills
- Excellent listening, negotiation, and presentation skills
- Natural relationship builder with integrity, reliability, and maturity
- Self-motivated and able to thrive in a results-driven environment
- Proficient with Microsoft Office Suite, and CRM software (Sugar CRM preferred)
- Bachelor's Degree in Finance, Economics, or similar major
Responsibilities
- Act as the face of the business and initial contact for clients' questions or issues
- Work with Senior Account Managers to enhance revenue retention and build relationships with clients - proactively identifying and taking measures to mitigate risk to ensure clients are satisfied and prepared to renew their contracts
- Intimately understand your clients' contracts and track renewals (including mid-term adjustments) to ensure clients are seeing a return on their investment
- Become a deeply engaged, strategic partner to ensure accounts are being retained
- Forecast and track key account metrics
- Keep current clients satisfied and deliver exceptional client service daily
- Help identify opportunities to grow and upsell current accounts
- Engage in facetime with clients
- Monitor and analyze clients' usage of our product
- Update job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations
- Liaise between the client and internal teams
Desired Qualifications
- Knowledge of financial markets is a must! Knowledge of Options is a plus