Account Manager

Financial Recovery Technologies; Massachusetts; Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

401k with company match

Life and disability insurance

Employee Assistance Program

Hybrid work model

Free drinks and snacks

Free parking onsite

Onsite gym access

Job summary

Financial Recovery Technologies seeks an Account Manager to coordinate services for institutional investors, build strong client relationships, and identify new business opportunities. You will work with sales, marketing, and operations to deliver value and manage client satisfaction across a portfolio of clients.

The role emphasizes collaboration, strategic relationship building, and ongoing revenue growth in a fast-paced, hybrid work environment with a focus on the class action recovery space.

Qualifications

• Two years’ experience in key account management within financial services.
• Proven ability to drive outcomes and grow revenue.
• Strong communication and presentation skills.
• Self-directed, collaborative, and able to thrive in a fast-paced environment.

Responsibilities

• Serve as the primary client service provider for assigned clients.
• Develop and maintain relationships with an assigned portfolio of clients.
• Coordinate service across multiple accounts and manage client requests through to completion.
• Document client priorities to internal teams and maintain CRM records.

Skills

Account management

Relationship building

Negotiation

Client onboarding

Presentation skills

Cross-functional collaboration

Job description

Join a fast-growing company that is transforming its industry! Financial Recovery Technologies is a technology-based services firm that helps institutional investors identify, file claims, and collect funds made available in securities class action settlements. Our best-in-class people and technology have made FRT a market leader. As an Account Manager, you will work to ensure seamless execution of FRT’s services, coordinating the needs and wants of the client with our service and operations teams. You will build, maintain, and grow key relationships with our institutional investor clients, identifying new business opportunities, and maintaining extensive industry knowledge. Specifically, you will:

Serve as the primary client service provider for your assigned clients

• Develop and maintain strong relationships with an assigned portfolio of clients
• Applying proven client service techniques, methods and tools, coordinate service across multiple accounts, developing task schedules, tracking client requests, and managing the progress of each request through to completion
• Document and communicate client priorities and pain points to internal teams
• Maintain records of client, prospect and partner visits, appointments, contacts and activities in FRT’s CRM
• Responsible for client satisfaction and retention

Become a trusted advisor to clients

• Build and maintain long term relationships with clients and business partners based on knowledge of client requirements and commitment to value (value of counsel and expertise, value of solutions, value of implementation expertise)
• Using internal access to extensive knowledge of the class action portfolio recovery space, provide guidance to clients on upcoming participation opportunities, key industry topics, and best practices

Partner with sales, marketing, and sales partners to demonstrate FRT’s value proposition to existing clients

• Listen to the needs of prospects and existing clients
• Identify and analyze clients’ business and issues in order to match the appropriate solution/technology to the clients' requirements and present it to the client

Our ideal candidate is:

• An experienced account manager with two years’ experience in key account management in the financial services industry;
• Effective in driving successful business outcomes with clients and prospects;
• A highly skilled client manager, influencer, negotiator, and organizer;
• Self-directed and detail oriented, able to work in a fast-paced environment with limited administrative support or hand holding;
• Highly collaborative, prioritizing collaboration over credit, and interested in building strong relationships with peers across corporate functions;
• A naturally confident networker and relationship builder, able to build strategic relationships internally and externally, with an ability to lead inspirational presentations in an adaptive style
• Experienced in identifying new business opportunities and increasing revenues from existing clients;
• Intellectually curious, with a passion for learning and a demonstrated commitment to continuous growth; and
• Of course, looking to join a growing company with a vibrant, entrepreneurial culture, dedicated to being the top provider in the class action recovery space.

What does FRT offer:

• Competitive salary and bonus
• 401k (with company match)
• Income protection plans (life, accidental death and dismemberment, short- and long-term disability) and access to a suite of voluntary benefits
• Employee Assistance Program
• Fun, smart, diverse colleagues
• We are a hybrid company; in office, we offer:
• Close proximity to public transit (walking distance to Wellington T on the Orange Line)
• Free drinks and snacks
• Free parking onsite
• Free access to onsite gym

THIS POSITION IS BASED IN OUR MEDFORD, MA HEADQUARTERS. LOCAL CANDIDATES ONLY, PLEASE.

AGENCIES: WE ARE NOT WORKING WITH AGENCIES ON THIS REQUISITION.

Compensation: base salary is experience dependent and can range from $70,000 - $90,000 a year (based in MA). FRT also offers an annual bonus.

FRT provides equal employment opportunities by recruiting, hiring, training and promoting applicants and employees without regard to race, color, religion, creed, national origin, citizenship status, sex, age, ancestry, sexual orientation, genetics, pregnancy, marital or partnership status, gender identity/expression, disability, handicap, status as a victim of domestic violence or other similar offenses, consumer credit history, unemployment, military obligations, veteran status or any other category protected by law. FRT is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the application or employment process, please let us know the nature of your request and your contact information.