Financial Planner growing and managing a portfolio of mass affluent clients at RBC. Providing tailor - made advice and cultivating relationships for client financial success.
About the role
- Account Manager focused on client growth and retention in a fintech environment. Aiding entrepreneurs in managing their financial operations and increasing client engagement.
Responsibilities
- Ensure the growth of the customer base: identify opportunities for new plans for customers (upsell) and propose our service catalog to customers (cross-sell)
- Help reduce churn and downgrade requests
- Proactively contact customers at risk of churn using our predictive algorithm (Health Score)
- Convince customers requesting cancellation to stay
- Convince customers requesting to downgrade to remain on their current plan
- Contribute to product and service improvements: relay customer feedback to our product development teams and collaborate with various teams at Pennylane to enhance the services offered.
Requirements
- Initial experience in complex sales in an SDR or Business Developer role, with an interest in developing account management skills
- Strong questioning and listening skills to identify and understand issues in depth
- An interest in technology is a plus, including familiarity with current fintech products on the market
- Experience selling to B2B SME decision-makers, ideally CFOs / Heads of Finance or other finance leaders
- Experience selling SaaS products is a plus
- English proficiency (level will be assessed and valued depending on the department you apply to)
- Comfortable working in a constantly changing environment
- Prioritize collaboration within your team and with other stakeholders
- Ability to step back and prioritize high-impact business actions in your daily work
Benefits
- Top-tier health insurance (Alan Blue and Alan Mind)
- Meal vouchers (Swile card)
- Between 6 and 12 additional RTT days (compensatory time off) in addition to 5 weeks of paid vacation
- Opportunity to improve your English via Busuu
- Monthly allowance for all our Pennylaners to support working from home or in coworking spaces
- Easily accessible offices located a few minutes from Saint-Lazare in central Paris
- An equity package (BSPCE)
- Access to 8,000 gyms across France and over 300 wellness activities through our partner Gymlib
- A Mac (MacBook provided)
- We play many sports together and regularly come together for company events such as Tech Days and our annual company seminar
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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