[Remote] Senior Account Manager – Pension Services
Note: The job is a remote job and is open to candidates in USA. Sagitec Solutions is seeking an experienced and client-focused Senior Account Manager to join our Pension Customer Relationship Management (CRM) team. In this role, you will serve as a trusted advisor to our pension administration clients, driving customer satisfaction and identifying opportunities to expand Sagitec’s solutions and services.
Responsibilities
- Build and maintain strong relationships with pension administration clients, including executive and senior-level stakeholders
- Develop and manage strategic account plans, including objectives, risks, opportunities, and growth initiatives
- Drive revenue growth through account expansion, cross-sell, and upsell opportunities
- Identify client risks and opportunities through stakeholder engagement, feedback, and business insights
- Translate customer insights into actionable account strategies and engagement plans
- Partner with clients to improve operational effectiveness and business outcomes
- Act as the primary liaison between clients and Sagitec's delivery, product, and support teams
- Monitor customer satisfaction and engagement to ensure long-term client success
- Support clients through implementation, stabilization, and ongoing operational maturity phases
- Leverage data analytics and AI-enabled tools to drive informed decision-making and account strategy
Skills
- 10+ years of professional experience, including at least 4 years in Account Management, Customer Success, Client Relationship Management, or similar client-facing roles
- Experience working with enterprise software, technology solutions, financial services, retirement services, or pension administration organizations
- Proven ability to grow accounts while maintaining high levels of customer satisfaction
- Strong executive presence and relationship management skills
- Excellent communication, negotiation, and stakeholder management abilities
- Experience developing account strategies and managing complex client environments
- Strong analytical and problem-solving skills
- Ability to collaborate effectively across multiple internal and external teams
- Comfortable using CRM platforms, analytics, and AI-assisted tools
- Willingness to travel up to 25%
- Bachelor's Degree in Business, Technology, Finance, Management, or a related field (or equivalent professional experience)
- Experience within the pension administration, retirement services, benefits administration, or public sector retirement industry
- Experience managing strategic enterprise accounts in a SaaS or software implementation environment
- Knowledge of pension administration systems and business processes
- Experience supporting long-term software implementation and client transformation programs
Benefits
- Opportunity to work with leading pension administration organizations across North America.
- Exposure to strategic client relationships and executive stakeholders.
- Collaborative and growth-oriented work environment.
- Opportunity to influence client success, product adoption, and business growth.
- Career growth within a rapidly expanding global software organization.
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