Closed listing
Account Manager
- Moncton, NB, Canada
Full-time
This opening has closed.
The original listing is kept below for reference.
Job details
- Job type
- Full-time
- Closing date
- Experience
- 5+ years of experience influencing executive decision makers.
- Posting language
- English
- Posted
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Search current openingsOriginal job description
Archived listing. The details below describe a past opening.
Four Eyes Financial is uniquely positioned to be North America’s #1 provider of retail investment advisor technology. We are experiencing significant growth and require the talents of an Account Manager to help us retain & grow key accounts with North America’s top independent investment broker/dealer firms.
If you believe that personal ownership of the client experience is what converts customers into apostles, this role is for you. The Account Manager ensures clients can’t wait to buy more products, and that they see their needs in our evolving solutions; resulting in increased lifetime value of the client.
Focus Areas
Client Advocate: Ensure internal functions at FEF understand customers’ requirements and respond appropriately.
Benefits Include
If you believe that personal ownership of the client experience is what converts customers into apostles, this role is for you. The Account Manager ensures clients can’t wait to buy more products, and that they see their needs in our evolving solutions; resulting in increased lifetime value of the client.
Focus Areas
Client Advocate: Ensure internal functions at FEF understand customers’ requirements and respond appropriately.
- Work with Four Eyes’ Product development to ensure our product portfolio reflects changing client needs.
- Work with Client Success team members to ensure training, support & projects meet client needs.
- Work closely with the Product Delivery team to identify opportunities to improve client services.
- Oversee the successful financial and operational set-up of newly contracted clients.
- Key person in coordinating new client integrations and existing client product launches.
- Facilitate strategic communications inside the client organization to ensure we understand priorities and are meeting SLAs.
- Ongoing review and communication with all client contact points to improve FEF efficiency and effectiveness in delivery of service.
- Work with technical decision makers and daily managers to monitor and manage SLAs for client success.
- Manage multiple cross-product opportunities and projects.
- Ensure the client is successful in using our solutions to achieve their desired results. Collect data for Case Studies.
- Oversee timely and accurate billings, tracking of actuals and estimates, month-end and year-end reporting.
- Work with the Head of Growth to identify opportunities to expand existing relationships to cross-sell additional products/services. Including revenue forecasts by product line and aligning sales & marketing to account development plans.
- Review client profitability & accounts receivables and address negative trends.
- Present value at every opportunity.
- 5+ years of experience influencing executive decision makers.
- Demonstrated ability to facilitate agreement.
- Deep understanding and experience managing through CRM.
- Experience in B2B technical sales or service.
Benefits Include
- Group health & dental benefits
- RRSP matching program
- Competitive salary & vacation days
- Hybrid work options
- And more!
More about this job
Responsibilities
The Account Manager will retain and grow key accounts by acting as a client advocate and managing relationships with top investment firms. They are responsible for coordinating new client integrations, monitoring SLAs, and identifying cross-sell opportunities to expand existing business.
Requirements
Candidates must have at least 5 years of experience influencing executive decision makers and managing through CRM systems. A background in B2B technical sales or service is required, along with the ability to facilitate agreement and manage complex projects.
Skills
- Account management
- Client advocacy
- B2B technical sales
- CRM management
- Strategic communication
- Project management
- Financial reporting
- Relationship management
- Product development
- SLA management
- Cross-selling
- Data analysis
- Executive decision making
- Client integration
Benefits
- Group health benefits
- Dental benefits
- RRSP matching program
- Competitive salary
- Vacation days
- Hybrid work options
Visa sponsorship
Not detected in the job text
Categories
- Sales
- Management & Leadership
- Finance & Accounting
- Technology
- Customer Service & Support
Keywords
- Account Manager
- Investment Advisor Technology
- Regulatory Technology
- B2B
- CRM
- SLA
- Client Success
- Product Delivery
- Account Planning
- Cross-selling
- Revenue Forecasting
- Wealth Firms
- Compliance
- Data Optimization
- Client Lifecycle
- Case Studies
- Financial Reporting
- Technical Sales