Account Manager - Financial Services Industry (FSI)

Responsibilities:
Account Management:

• Serve as the primary point of contact for a portfolio of financial services clients, ensuring exceptional service and communication.
• Build and maintain strong relationships with senior executives and decision-makers within client organizations.
• Understand clients' strategic goals, business models, and key challenges in the financial services industry.
• Provide ongoing support and guidance to clients, ensuring that solutions align with their specific needs and objectives.

 Sales & Business Development:

• Identify and pursue new business opportunities within existing accounts to drive revenue growth and expand market share.
• Cross-sell and upsell company products and services, ensuring clients benefit from them full suite of offerings.
• Create and present customized proposals and presentations to clients, demonstrating the value of solutions offered.
• Negotiate contracts and pricing agreements with clients while ensuring profitability and maintaining long-term relationships.

Solution Delivery & Project Coordination:

• Collaborate with internal teams (sales, product, technical, and customer support) to ensure the successful delivery of solutions that meet client expectations.
• Monitor the implementation of solutions, ensuring projects are completed on time, within budget, and to the client’s satisfaction.
• Manage and resolve client concerns and issues, acting as an advocate for the client within the organization.

Industry Expertise & Market Insights:

• Stay informed about trends, regulations, and challenges in the financial services industry, including changes in compliance, cybersecurity, and digital transformation.
• Use industry knowledge to offer relevant insights and solutions that support the client’s business growth and mitigate risks.
• Conduct regular market research to identify new opportunities and inform account strategy.

Client Retention & Satisfaction:

• Drive client satisfaction and retention by delivering exceptional customer service and addressing issues proactively.
• Conduct regular business reviews with clients to assess satisfaction, gather feedback, and identify areas for improvement.
• Maintain a strong understanding of client performance and business KPIs, ensuring all accounts meet or exceed expected results.

Reporting & Administration:

• Track and report on account performance, sales metrics, and business outcomes, ensuring that all information is accurate and up-to-date.
• Maintain accurate records of all client interactions, sales activities, and progress in CRM systems (e.g., Salesforce).
• Provide regular updates to senior management on account status, challenges, and opportunities.

Collaboration with Internal Teams:

• Work closely with sales, marketing, product, and customer support teams to align account strategies and deliver optimal solutions.
• Assist in the development of marketing materials, case studies, and presentations tailored to the financial services market

Qualifications:
Education:

• Bachelor’s degree in Business Administration, Finance, Marketing, or a related field.
• Advanced certifications (e.g., CFA, CRM) are a plus.

Experience:

•  3-5 years of experience in account management, business development, or sales preferably in the financial services industry.
• Experience working with financial institutions, banks, insurance companies, or fintech companies is strongly preferred.
• Proven track record of managing key accounts and driving revenue growth.

Skills:

• Strong understanding of the financial services industry, including regulatory requirements, market trends, and technology adoption.
• Excellent communication, negotiation, and relationship-building skills.
• Ability to think strategically and provide tailored solutions that meet client needs.
• Proficient in using CRM software (Salesforce, HubSpot, etc.), Microsoft Office Suite, and other business tools.
• Strong problem-solving skills with the ability to manage complex projects.
• Comfortable working with senior executives and decision-makers.

Desirable Attributes:

• Detail-oriented with excellent organizational and time management skills.
• A proactive, results-oriented mindset with a focus on driving business outcomes.
  
• Ability to work independently and as part of a collaborative team.
• Strong analytical skills, with the ability to translate data into actionable insights.
• Knowledge of emerging trends in financial technology (FinTech), digital banking, or regulatory compliance is a plus.

Location: Accra
Salary Range: Attractive
Employment Type: Full-Time