Deliver annual sales plan for assigned key accounts to achieve revenue growth of X% by year-end; maintain KPI ≥ target margin.
Own account management process; ensure CRM data accuracy and compliance at 100% for all interactions.
Partner with cross-functional teams (NPD, Customer Services, HR, Marketing, Operations, Finance) to remove blockers and deliver seamless customer experience.
Develop and execute strategic account plans to secure long-term partnerships, including weekly onsite meetings with current and potential customers.
Vice President, Sales & Relationship Manager representing Fidelity's investment management to Public Sector clients and prospects. Focused on building relationships and driving investment assets within the institutional marketplace.
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Relationship Manager I responsible for managing relationships with business banking clients. Focus on client opportunities, revenue generation, and risk management.
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Key Account Manager responsible for sales strategies and account management for major distributors. Working remotely while collaborating with sales teams and driving business growth.