Account Manager - Financial Services Technology

Placements24; Kimberley; Hybrid; CAD 36,000 - 55,000; Full time

Benefits offered by this job

Performance bonuses

Health & retirement benefits

Professional development

Collaborative environment

Annual leave

Career progression

Job summary

Placements24 seeks an experienced Account Manager to join our client’s team in Kimberley, Northern Cape. You will manage a portfolio of financial-services clients, ensure high satisfaction, and drive adoption of technology solutions while identifying upsell opportunities.

The role requires at least 4 years in account management or sales within fintech, strong relationship-building skills, and proficiency with CRM tools like Salesforce.

Qualifications

• Minimum 4 years of experience in account management, sales, or client success within the financial services or fintech industry.
• Proven track record of retaining and growing client accounts.
• Strong understanding of financial services and fintech domains.
• Excellent interpersonal, communication, and presentation skills.
• Ability to translate complex technology solutions into business value for clients.
• Proficiency with CRM software (e.g., Salesforce).
• Strong negotiation and problem-solving skills.

Responsibilities

• Manage and grow a portfolio of key accounts within the financial services sector.
• Build and maintain long-term relationships with clients at various levels, including executives.
• Conduct regular business reviews to assess client satisfaction and communicate product updates.
• Develop account plans to drive retention, adoption, and upsell opportunities.
• Collaborate with sales, support, and product teams to ensure seamless service delivery.
• Act as a trusted advisor to clients on leveraging technology solutions.
• Address client issues promptly to maintain high satisfaction.
• Monitor account health and identify risks or churn indicators.
• Prepare and present reports on account status, growth, and risks to senior management.

Skills

Account management

Sales

Client success

Salesforce

Negotiation

Education

Bachelor's degree in Business, Finance, or related field

Tools

Salesforce

CRM tools

Job description

About the Role

Our client, a prominent provider of technology solutions for the financial services industry, is seeking an experienced and client-focused Account Manager to join their team in Kimberley, Northern Cape . This role is essential for nurturing and growing relationships with existing financial institutions, understanding their evolving technology needs, and ensuring they maximize the value from our client's platform. You will act as the primary point of contact for a portfolio of key accounts, providing strategic guidance, driving adoption, and identifying opportunities for upselling and cross-selling. The ideal candidate possesses a deep understanding of financial services, excellent communication and relationship management skills, and a proven ability to retain and grow client accounts. This is a key role contributing to client success and revenue growth within the Northern Cape financial sector.

Key Responsibilities

• Manage and grow a portfolio of key accounts within the financial services sector.
• Build and maintain strong, long-term relationships with clients at various levels, including executives and operational stakeholders.
• Conduct regular business reviews to assess client satisfaction, identify needs, and communicate product updates.
• Develop account plans to drive client retention, increase product adoption, and identify upsell/cross-sell opportunities.
• Collaborate with internal teams (sales, support, product) to ensure seamless service delivery and client success.
• Act as a trusted advisor, providing insights and guidance on how to best leverage our client's technology solutions.
• Address client issues and concerns promptly and effectively, ensuring high levels of satisfaction.
• Monitor account health and proactively identify potential risks or churn indicators.
• Prepare and present reports on account status, growth, and potential risks to senior management.

Requirements

• Minimum of 4 years of experience in account management, sales, or client success within the financial services or fintech industry.
• Proven track record of successfully retaining and growing client accounts.
• Strong understanding of the financial services landscape, including banking, investments, or insurance.
• Excellent interpersonal, communication, and presentation skills.
• Ability to understand complex technology solutions and translate them into business value for clients.
• Proficiency in CRM software (e.g., Salesforce) and account management tools.
• Strong negotiation and problem-solving skills.
• Bachelor's degree in Business, Finance, or a related field is required.

Benefits

• Competitive salary with performance-based bonuses.
• Comprehensive health, dental, and retirement benefits.
• Opportunities for professional development and advanced training in financial technology.
• A collaborative and supportive work environment.
• Generous annual leave.
• Potential for advancement within the company.