Account Manager

We are seeking a dynamic and customer-focused Account Manager to join our team. As an Account Manager, you will play a pivotal role in nurturing and growing customer relationships, ensuring a best-in-class experience, and driving long-term retention and revenue growth . Your expertise, strategic mindset, and proactive approach will be instrumental in ensuring long-term customer success and expanding revenue in our existing customer-base. 

Responsibilities: 

• Develop and maintain strong, lasting relationships with a portfolio of customers, serving as their primary point of contact for all solution inquiries and needs.
• Understand customers' business objectives and challenges, offering customized solutions that align with their goals and drive value.
• Accountable for revenue growth with the assigned base, including quarterly targets tied to high value expansion, as well as customer retention.
• Proactively identify opportunities for upselling and cross-selling our solutions to existing customers, driving revenue growth and expanding our market presence.
• Collaborate with cross-functional teams including implementation, sales, marketing, product, and operations to deliver a seamless customer experience, aligning solutions with customer needs and revenue goals. 
• Become a subject matter expert with our products and services, enabling you to provide customers with valuable insights and recommendations.
• Collaborate with Marketing to strategize and execute customer-specific adoption and engagement campaigns to drive ongoing awareness and deepen product utilization. 
• Conduct regular cadence with customers to assess their satisfaction, gather feedback, and address any issues or concerns they may have.
• Prepare and deliver reports and presentations on customer performance, highlighting key metrics and insights to internal stakeholders.

Qualifications:

• 3-4 years of experience in account management, sales or other revenue accountable customer facing roles.
• Proven track record of building and maintaining strong customer relationships, preferably with experience in selling financial products or solutions.
• Excellent communication, presentation, and negotiation skills, with the ability to effectively convey complex technical information to customers and internal teams.
• Strong problem-solving mindset with the ability to de-escalate concerns, resolve issues, and turn challenges into opportunities for deeper engagement.
• Highly organized and detail-oriented, capable of managing multiple customers and projects simultaneously.
• Proficiency in CRM software, Google Suite, and other relevant tools.
• Ability to thrive in a fast-paced, dynamic environment and adapt to changes quickly.