Acting as the primary relationship contact for a portfolio of key client accounts, ensuring their needs are met and exceeded.
Managing and executing strategic account plans to retain and grow client relationships, including regular business reviews and contract renewals.
Identifying and driving upsell and cross-sell opportunities, collaborating closely with Sales and Marketing teams.
Providing clear, commercial insights by interpreting client data and delivering tailored solutions.
Maintaining accurate records of meetings, actions, and account metrics in Salesforce, and proactively addressing client risks and expectations.
Representing FE fundinfo at industry events, conferences, and client meetings to strengthen our brand presence.
Requirements
You must have solid experience in an account management or sales role, within the technology or finance industry.
You will demonstrate effective communication and stakeholder management skills, with the ability to influence at all levels, displaying exceptional commercial acumen.
You should be confident in creating and managing strategic account plans for key portfolios.
You will have a proven track record of delivering client-focused solutions and thriving in a results-driven environment.
You must have experience in the information technology or financial services sector.
Benefits
25 days of annual leave with the option to buy an extra 5 days each year.
Benefit from enhanced paternity, maternity, and shared parental leave.
Secure your future with our pension scheme.
Advance your career with sponsored learning and development, including formal qualifications.
Private medical insurance as employee wellbeing matters.
Stay fit with discounted gym memberships.
Take advantage of the Bike to Work scheme for eco-friendly commuting.
Keep your eyes sharp with eye care and flu jab services.
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