The role supports a portfolio of clients and delivers a defined catalogue of account management services that promote excellent service for both internal and external clients
Job Summary
The role supports a portfolio of clients and delivers a defined catalogue of account management services that promote excellent service for both internal and external clients.
As part of the Account Management team, you will be responsible for creating an account cadence, ensuring firmwide account teams are aligned on client priorities and strategy.
The Account Management team focuses on the firm’s priority accounts across multiple segments, supporting Lead Relationship Partners and account teams to drive profitable revenue growth and deliver exceptional client value.
Matching Summary
The role supports a portfolio of clients and delivers a defined catalogue of account management services that promote excellent service for both internal and external clients.
Skills & Requirements
Must-have
Client experience and service delivery
Account management disciplines
Pipeline reviews and opportunity management
Salesforce CRM platform
Client reporting and service agreements
Client stakeholder management
Nice-to-have
Client-centricity
Commercial mindset
Consistent quality and excellence
Creative communicator
Highly collaborative
Key Requirements
Proven track record in customer service, account management, and sales
Manager-level experience
Expert understanding of best practice account management