Account Manager

Four Eyes Financial; Fredericton; Hybrid; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic Account Manager to enhance client relationships and drive growth. In this pivotal role, you will advocate for clients, ensuring their needs are met while collaborating with various teams to deliver exceptional service. Your expertise in B2B technical sales and CRM management will be essential in influencing decision-makers and facilitating agreements. This innovative firm offers a hybrid work environment and a range of benefits, making it an exciting opportunity for those eager to make a significant impact in the regulatory technology sector. Join a company at the forefront of change and take your career to new heights!

Benefits

Group health & dental benefits

RRSP matching program

Competitive salary

Vacation days

Hybrid work options

Qualifications

• 5+ years of experience in client relationship management and B2B technical sales.
• Proven ability to influence executive decision makers and facilitate agreements.

Responsibilities

• Ensure clients are satisfied and their needs are met through effective communication.
• Oversee successful client integrations and manage SLAs for client success.

Skills

Client Relationship Management

B2B Technical Sales

Influencing Executive Decision Makers

Facilitating Agreement

Tools

CRM Software

Job description

Account Manager

Four Eyes Financial is uniquely positioned to be North America’s #1 provider of retail investment advisor technology. We are experiencing significant growth and require the talents of an Account Manager to help us retain & grow key accounts with North America’s top independent investment broker/dealer firms.

If you believe that personal ownership of the client experience is what converts customers into apostles, this role is for you. The Account Manager ensures clients can’t wait to buy more products, and that they see their needs in our evolving solutions; resulting in increased lifetime value of the client.

Focus Areas

Client Advocate: Ensure internal functions at FEF understand customers’ requirements and respond appropriately.

• Work with Four Eyes’ Product development to ensure our product portfolio reflects changing client needs.
• Work with Client Success team members to ensure training, support & projects meet client needs.
• Work closely with the Product Delivery team to identify opportunities to improve client services.

Manage Client Relationships: All customer requirements and Service Level Agreements (SLAs) are documented, measured and managed.

• Oversee the successful financial and operational set-up of newly contracted clients.
• Key person in coordinating new client integrations and existing client product launches.
• Facilitate strategic communications inside the client organization to ensure we understand priorities and are meeting SLAs.
• Ongoing review and communication with all client contact points to improve FEF efficiency and effectiveness in delivery of service.
• Work with technical decision makers and daily managers to monitor and manage SLAs for client success.
• Manage multiple cross-product opportunities and projects.

Leadership & Account Planning: Map client lifecycle and lead internal FEF resources and client contacts to achieve desired outcomes..

• Ensure the client is successful in using our solutions to achieve their desired results. Collect data for Case Studies.
• Oversee timely and accurate billings, tracking of actuals and estimates, month-end and year-end reporting.
• Work with the Head of Growth to identify opportunities to expand existing relationships to cross-sell additional products/services. Including revenue forecasts by product line and aligning sales & marketing to account development plans.
• Review client profitability & accounts receivables and address negative trends.
• Present value at every opportunity.

Qualifications

• 5+ years of experience influencing executive decision makers.
• Demonstrated ability to facilitate agreement.
• Deep understanding and experience managing through CRM.
• Experience in B2B technical sales or service.

Four Eyes Financial is a rapidly growing Regulatory Technology company based in Saint John, NB. We are at the forefront of change in how Wealth firms optimize their data and compliance functions through our Intelligent Compliance Platform.

Benefits include:

• Group health & dental benefits
• RRSP matching program
• Competitive salary & vacation days
• Hybrid work options
• And more!

Are you ready to accelerate your career? If you have a pioneering spirit, a passion for results, seek meaningful work and want to make an impact on a changing industry, come join us!