Account Manager

Summary of Position: 

The Account Manager manages the ongoing customer relationships and is responsible for contract renewals to existing clients, introduction of new products and services, and revenue growth. 

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Maintains and nurtures existing client relationships at the senior management level
• Oversees negotiation of renewal contracts
• Performs high level issue resolution 
• Supports and coordinates the interaction between all customer facing departments and existing accounts within the specified region.
• Develops and implements strategic sales and new product placement plans to accommodate region’s goals.
• Reviews market factors to determine client needs, price schedules, and discount rates.
• Assists Client Services in challenging situations.
• Understands the business climate including industry type, growth rate, and market factors in assigned territories.
• Generates account plans for all key accounts
• Prepares periodic sales reports showing sales volume, potential sales, and areas of client base expansion.
• Presents demos to key clients and provides customer training on existing and new products and services
• Controls expenditures of specified region to conform to budgetary requirements.
• Develops new sales opportunities within the financial banking industry
• Attends Trade Shows and Conferences

QUALIFICATIONS: (required)

• Bachelor’s degree preferred
• Minimum 8 plus years related experience or equivalent
• Commitment to excellence and high standards
• Strong organizational, problem-solving, and analytical skills
• Acute attention to detail
• Demonstrated ability to plan and organize projects
• Ability to deal effectively with a variety of individuals at all organizational levels.
• Good judgment with the ability to make timely and sound decisions
• Ability to direct and recommend cost-effective creative solutions
• Ability to perform diversified clerical functions and basic accounting procedures
• Proficient on PowerPoint, salesforce, and excel
• The ability to effectively present online or in person product demonstrations 
• Travel to clients or shows when applicable
• Analyze statistical and financial data
• Coordinate multiple tasks simultaneously
• Collect, interpret, and/or analyze complex data and information

ADDITIONAL REQUIREMENTS:

• Possess a valid State Issued Driver’s License and is insurable
• Provide and maintain current valid proof of automobile insurance policy 
• Successfully complete a background verification process