Insurance Account Executive (Servicing)

Omega CRM, A Merkle Company; Madrid; A distancia; EUR 30.000 - 50.000; Jornada completa

Descripción de la vacante

A technology consulting firm in Madrid seeks a Client Lead to manage large accounts and enhance client satisfaction. This role involves leading client negotiations, overseeing project progress, and collaborating with project managers. Candidates should have extensive experience in digital projects, a solid background in technology consulting, and fluency in English. Competitive benefits include health insurance and flexible home office options.

Servicios

Home Office

Health insurance

Formación

• Experience managing large accounts is essential.
• More than 6 years in technology consulting or similar.
• Strong background in Salesforce and project methodologies.

Responsabilidades

• Lead negotiations and client communications during presales.
• Align sales strategies with project managers for execution.
• Monitor project progress and report deviations.

Conocimientos

Large account management experience

Salesforce ecosystem experience

Business / technology consulting

Project Management

Digital projects experience

International projects experience

High level of English

Descripción del empleo

Overview

Omega CRM is a Merkle & Dentsu company, leader in development of Customer Experience services, with +20 years of experience in the use of Technology applied to Marketing and providing a unique Customer Relationship with mainly focus on Innovation is looking for a Client Lead to continue developing interactions with our customers throughout their Customer Journey Map, ensuring to increase their satisfaction and loyalty to the brand.

Responsibilities

• Lead the negotiation, preparation, and presentation of commercial offers for assigned accounts and manage communication with the client throughout the presales process.
• Share the client’s sales strategy, objectives, and digital transformation roadmap with the PMs of their assigned accounts, paying special attention when multiple PMs are working on one account.
• Collaborate with the PM / DM throughout the project, attending progress demos, management committees, and resolving client-related issues.
• Monitor the progress of projects within assigned accounts, paying special attention to potential budget and timeline deviations.
• Along with the PMs, work post-project to identify successful and unsuccessful project elements.
• Lead the end-of-project retrospective with the client, reviewing the overall experience, evaluating goal achievement, and exploring potential future developments.
• Write success stories and send satisfaction surveys to the client.
• Collaborate with PMs on team allocation for new or ongoing projects, taking into account both project profitability objectives and the best fit for the professional development of the individuals.
• Aware of project progress and contribute to meeting deadlines, scope, and budget.
• Alert operations management about potential delivery deviations and propose and collaborate on risk mitigation plans.

Qualifications

• Large account management experience.
• Experience in Salesforce ecosystem.
• At least 6 years of previous experience in business / technology consulting.
• Previous experience in Project Management.
• Experience in digital projects.
• Experience in international projects.
• High level of English.
• Permanent contract.

Benefits

Home Office. You decide and we support you. Health insurance.

About the Company

Professional development: Omega CRM, a Merkle Company, is a global digital company specialising in accelerating the Business Experience (BX) of our clients through customer‑centric solutions, technology, and data – all enhanced by AI. With over 23 years of experience, a team of 580+ professionals from 24 nationalities, and 2,500+ certifications, Omega CRM is a recognised leader in the Salesforce ecosystem in Spain. We operate across key industries including Retail, Healthcare, Pharma, Real Estate, Education, and Non‑Profit, delivering omnichannel experiences in Customer Service, eCommerce, Marketing, and Analytics.