Account Manager, Financial Services

Company: VirtualVocations
Location: Vista
Posted on: May 5, 2025

Job Description:

A company is looking for an Account Manager, Financial Services.
Key Responsibilities

Maximize retention rates and drive adoption of solutions within existing client business units
Identify revenue at risk and collaborate with Account Executives to uncover growth opportunities
Cultivate relationships with users and key stakeholders to position the company as a business partner

Required Qualifications

Proven experience managing and growing relationships within Fortune 1000 clients or financial services companies
Strong business acumen and understanding of client engagement best practices in a SaaS environment
Ability to learn and adapt quickly in a rapidly growing company
Experience in conducting business reviews and onboarding initiatives for clients
Proficiency in extracting client feedback to assist with product development and marketing efforts

Keywords: VirtualVocations, Lakewood , Account Manager, Financial Services, Executive , Vista, California

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