Account Manager

We have partnered with a large financial services company in the New York, NY area to provide them with an Account Manager.

Please review the below description and if you are interested please contact:

• Vahidin Topcagic at vtopcagic@relevante.biz, 314-853-6670

Account Manager responsibilities include developing long-term relationships with a robust portfolio of clients, connecting with key business executives and stakeholders, and serving as the primary point of contact for contract renewals and client retention. Account Managers liaise between clients and cross-functional internal teams to ensure the timely and successful delivery of our solutions according to client needs. The focus of this role will be on building relationships with existing accounts.

Responsibilities of the Account Manager:

• Act as the face of the business and initial contact for clients' questions or issues
• Work with Senior Account Managers to enhance revenue retention and build relationships with clients – proactively identifying and taking measures to mitigate risk to ensure clients are satisfied and prepared to renew their contracts
• Intimately understand your clients' contracts and track renewals (including mid-term adjustments) to ensure clients are seeing a return on their investment
• Become a deeply engaged, strategic partner to ensure accounts are being retained
• Forecast and track key account metrics
• Keep current clients satisfied and deliver exceptional client service daily
• Help identify opportunities to grow and upsell current accounts
• Engage in facetime with clients
• Monitor and analyze clients' usage of our product
• Update job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations
• Liaise between the client and internal teams

Requirements of the Account Manager:

• 1-3 years of proven account management or other relevant experience
• Passion for growing and maintaining existing client accounts
• Knowledge of financial markets is a must! Knowledge of Options is a plus
• Ability to adhere to deadlines, delivering on time while prioritizing among competing tasks
• Proven ability to manage multiple projects with keen attention to detail
• Exceptional verbal and written communications skills
• Excellent listening, negotiation, and presentation skills
• Natural relationship builder with integrity, reliability, and maturity
• Self-motivated and able to thrive in a results-driven environment
• Proficient with Microsoft Office Suite, and CRM software (Sugar CRM preferred)
• Bachelor’s Degree in Finance, Economics, or similar major

Benefits of the Account Manager:

• Medical Insurance
• Dental Insurance
• 401(k) Profit Sharing

Relevante is an innovative recruiting, staffing, and consulting firm. We help our clients find the best talent for their mission-critical positions and we help candidates find rewarding and enriching careers. Our consultative approach to solving resourcing challenges for our clients is driven by our industry-specific knowledge, our strong recruiting capabilities, and our agility.

We support our clients’ goals through results-driven execution, planning, and management of accounting and technology initiatives. Relevante’s resourceful and responsive teams bring deep technology and accounting expertise, thought leadership, and business-relevant solutions to each and every partnership. Our clients appreciate our can-do attitude, value our results, and keep coming back.

Founded in 2002, we have grown through a culture of operational excellence, a passion for client satisfaction, technology innovation, and a global, collaborative workforce that embodies the future of work. Our success is built on a clear strategic direction and a shared belief in its ability to shape your business landscape and accelerate business growth.