Strategic FinTech Accounts Manager

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

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.