Purpose:
This role is responsible to develop long-term relationships with a portfolio of clients, connecting with key business executives and stakeholders and liaise between customers and cross-functional internal teams to ensure the timely and successful delivery of our solutions according to customer needs. Needs to have capability and experience in leading senior direct reports and aligning with them on a long-term basis.
Job description:
Account Management:
• Develops solutions that best address consumer needs while simultaneously coordinating the involvement of the necessary business personnel inclusive of support, service, and resource management in order to meet key account performance objectives and the consumers’ expectations
•Increase revenue through cross-selling/ up-selling to existing and new customers
•Act as a liaison between the client and departments within Nucleus to convey information, ensure understanding, and make certain everything gets done in an accurate, timely manner
•Enhance department and organization's reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments
•Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders
•Collaborate with the finance team to lead account management related operations within allocated budget limits
•Conduct strategic account reviews of the assigned customers in regular internals to share insights on usage trends and service needs
•Assist in establishing revenue goals for assigned customer accounts and implement strategies to enhance the performance and achieve the set departmental goals
•Support in evaluating the performance against set KPIs of assigned customer accounts and implement improvement plans
•Support in preparing review reports and budget estimates and ensure accurate documentation.
Relationship Building
•Responsible for working with the Sales team to onboard and integrate new clients and developing existing client relationships
•Build strategic relationships with external stakeholders and industrial leaders to develop pipeline of business / potential client leads
•Develop trusted advisor relationships with assigned key accounts, customer stakeholders and executive sponsors
•Is obsessed with delivering a delightful customer experience building a customer first approach as a way of working, incorporating emerging customer needs into business priorities and building long term relationships.
Campaign Management:
•Monitor the campaigns and review the same in daily standup meetings
•Review and evaluate metrics set for individual campaigns and analyze results for any future modification.
Process Improvement and People Management:
•Assist in implementing the policies and procedures related to Account/Relationship Management
•Set up goals and objectives for all subordinate staff & plan budgets and activities for account management. Plan for training to build team capability and skills
•Establish expectations, responsibilities, purpose and vision for the team; creates an environment where others can achieve optimal performance; and provides growth and learning opportunities for team.
Key Performance Indicators:
•Achievement of Revenue Targets
•Customer Satisfaction (VOC/ NPS)
•No. of testimonials/ new customers brought in
•No. of Customers moved from red to green
•Total savings achieved
•Accuracy of budget planning
Additional information:
•Manages accounts in 1 full region, 25+ accounts
•Manager Position. Manage a team of 2 plus have own accounts as well
•15-20 years of work experience, with good experience in Fintech product sales.
•Bachelor’s / master’s degree in Sales and Marketing or related field
•Good to have: Knowledge about Cloud and SaaS platform
