Personal Lines Account Manager at Unland Insurance & Benefits responsible for maintaining solid customer relationships and managing insurance account inquiries. Engaged in service and marketing activities along with team collaboration.
About the role
- Account Manager at Fiscal.ai enhancing client relations and driving revenue growth through data services and API capabilities. Requires three days a week in-office collaboration in Toronto.
Responsibilities
- Expansion & Adoption: Drive net-new revenue by educating clients on specialized data services and API capabilities that complement their current stack. You own the cross-sell and upsell motion.
- Renewal Ownership: Manage the end-to-end renewal process. You are responsible for ensuring high retention rates and securing long-term commitment from our customer base.
- Strategic Relationship Management: Build and maintain deep-rooted relationships with key users and C-suite decision-makers across asset managers, hedge funds, and financial institutions.
- Business Reviews: Lead regular, high-impact business reviews to stay aligned with client goals, surfacing insights on how Fiscal.ai can support their shifting strategies in the AI era.
- CRM Discipline: Maintain a meticulous record of account health, contract dates, and expansion opportunities to ensure accurate forecasting and seamless internal collaboration.
Requirements
- 3+ years of experience: Proven track record in Account Management or Customer Success within B2B SaaS or Fintech.
- Revenue Accountability: Demonstrated ability to meet or exceed renewal targets and expansion (upsell/cross-sell) quotas.
- Capital Markets Expertise: Previous experience working within or selling to Capital Markets is a significant advantage.
- Technical Literacy: Ability to understand and explain complex data architectures and API integrations to both technical and non-technical stakeholders.
- Executive Presence: Comfortable leading presentations and negotiations with senior-level decision-makers in the financial sector.
- Proactive Mindset: A self-starter who doesn't wait for a ticket to break to call a client, but rather hunts for growth opportunities constantly.
Benefits
- Equity: You aren't just an employee; you’re an owner. Every team member gets a piece of the pie.
- Zero Bureaucracy: We are a tight-knit, fast-paced team where results matter more than optics.
- Uncapped Upside: A competitive $100k base with a lucrative, uncapped commission structure designed for high achievers.
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