Senior Account Manager, Financial Services / Institutional

Guidepoint

San Francisco, United States
Base: $100,000 - $120,000; bonus/equity: yearly bo...
On-site
Client retention and growth
Contract negotiation and pricing
Upsell and cross-sell revenue
Own a portfolio of client accounts that have been clients for 2+ years, ensuring long-term retention and growth

Job Summary

  • Own a portfolio of client accounts that have been clients for 2+ years, ensuring long-term retention and growth.
  • Drive upsell, cross-sell, and package expansions across existing accounts.
  • The annual base salary for this position is $100,000 - $120,000, plus eligibility for a yearly bonus based on performance.

Matching Summary

Own a portfolio of client accounts that have been clients for 2+ years, ensuring long-term retention and growth.

Salary

Base: $100,000 - $120,000; Bonus/Equity: Yearly bonus based on performance; Benefits: Comprehensive Medical, dental, and vision plans, 15 PTO Days, 10 legal holidays, 401(k) match up to 10%, life insurance, paid time-off and parental leave plans, commuter benefits, corporate discounts

Skills & Requirements

Must-have

  • Client retention and growth
  • Contract negotiation and pricing
  • Upsell and cross-sell revenue
  • Executive relationship building
  • B2B client portfolio management

Nice-to-have

  • Proactive client engagement
  • Strategic account planning
  • Usage trend monitoring

Key Requirements

  • 3-5 years of experience
  • Account management experience
  • Relationship management experience
  • Consultative sales experience
  • Proven track record managing renewals
  • Negotiating contracts experience
  • Demonstrated success driving upsell
  • Demonstrated success driving cross-sell revenue
  • Experience managing mid-sized to large B2B client portfolios
  • Strong executive presence
  • Ability to build C-level relationships
  • Comfortable conducting in-person client meetings

Work Rights

Not specified

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