Employer description & source details
The Account Manager, Financial Services is responsible for developing three-dimensional relationships with customers and key stakeholders in order to effectively retain and grow our customer base. In this role, you will serve as our Financial clients’ main point of contact for inbound queries, outbound engagement, relationship updates, and renewal discussions. You’ll need to be versatile. You will work primarily with Hedge Funds, Asset Managers, Investment Banks, and Private Equity firms, among other Financial Services customers. In this role, you’ll be expected to collaborate with account executives, identifying new business opportunities to help expand our footprint within each client account. While key performance indicators include retention rate and the identification of growth opportunities, the responsibilities of Account Managers go much deeper. The team also extracts a wealth of knowledge from our clients, bringing that internally to product, marketing and sales teams in order to maximize the effectiveness of our business’ strategy and communication. Business proficiency in Chinese/Mandarin and English is required to effectively serve clients in the Chinese/Mandarin-speaking market Relationship-driven: You have a strong ability to develop instant rapport with new people and you’ve demonstrated success at managing and growing relationships within Fortune 1000 clients and/or financial services companies A subject matter expert: You excel at what you do and know how to succeed within your role -- this includes both internal and external relationship management as well as strong business acumen and commitment to effective processes and tactics Energetic and Creative: You possess a natural intellectual curiosity with the ability to learn and adapt quickly You unders
Extracted skills: go, excel, sales, customer success, recruiting, security