Account Manager

Summary of Position

The Account Manager manages the ongoing customer relationships and is responsible for contract renewals to existing clients, introduction of new products and services, and revenue growth.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Maintains and nurtures existing client relationships at the senior management level
• Oversees negotiation of renewal contracts
• Performs high level issue resolution
• Supports and coordinates the interaction between all customer facing departments and existing accounts within the specified region.
• Develops and implements strategic sales and new product placement plans to accommodate region’s goals.
• Reviews market factors to determine client needs, price schedules, and discount rates.
• Assists Client Services in challenging situations.
• Understands the business climate including industry type, growth rate, and market factors in assigned territories.
• Generates account plans for all key accounts
• Prepares periodic sales reports showing sales volume, potential sales, and areas of client base expansion.
• Presents demos to key clients and provides customer training on existing and new products and services
• Controls expenditures of specified region to conform to budgetary requirements.
• Develops new sales opportunities within the financial banking industry
• Attends Trade Shows and Conferences

QUALIFICATIONS: (required)

• Bachelor’s degree preferred
• Minimum 8 plus years related experience or equivalent
• Commitment to excellence and high standards
• Strong organizational, problem-solving, and analytical skills
• Acute attention to detail
• Demonstrated ability to plan and organize projects
• Ability to deal effectively with a variety of individuals at all organizational levels.
• Good judgment with the ability to make timely and sound decisions
• Ability to direct and recommend cost-effective creative solutions
• Ability to perform diversified clerical functions and basic accounting procedures
• Proficient on PowerPoint, salesforce, and excel
• The ability to effectively present online or in person product demonstrations
• Travel to clients or shows when applicable
• Analyze statistical and financial data
• Coordinate multiple tasks simultaneously
• Collect, interpret, and/or analyze complex data and information

ADDITIONAL REQUIREMENTS

• Possess a valid State Issued Driver’s License and is insurable
• Provide and maintain current valid proof of automobile insurance policy
• Successfully complete a background verification process