Growth-Focused Account Manager, Financial Services

GetJobSmart; Dallas (TX); On-site; USD 80,000 - 121,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Professional development opportunities

Job summary

Willow Atlantic Solutions in Dallas, TX is seeking an Account Manager to manage and grow client relationships, driving revenue and satisfaction. The role collaborates with marketing, sales, and customer service teams to ensure seamless service delivery in a fast-paced environment.

The position requires a Bachelor's degree in business or related field and 3–5 years in account management or sales within financial services.

Qualifications

• Bachelor's degree in business, finance, or related field.
• 3–5 years of experience in account management, sales, or related role in financial services.
• Strong understanding of the financial services market and industry trends.
• Excellent communication and interpersonal skills.
• Proven ability to meet and exceed sales targets.
• Proficiency in using CRM and other sales tools.

Responsibilities

• Develop and maintain client relationships by understanding their needs and providing tailored solutions.
• Manage the full lifecycle of client accounts, from onboarding to retention.
• Identify upsell and cross-sell opportunities to increase revenue.
• Monitor account performance and provide regular reports to stakeholders.
• Collaborate with internal teams to ensure seamless service delivery.
• Participate in sales meetings and presentations to showcase our products and services.

Skills

Client relationship management

Communication skills

CRM software proficiency

Sales & account management

Team collaboration

Education

Bachelor's degree in Business/Finance or related field

Tools

CRM software

Job description

Willow Atlantic Solutions in Dallas, TX is seeking an Account Manager to manage and grow client relationships, driving revenue and satisfaction. The role collaborates with marketing, sales, and customer service teams to ensure seamless service delivery in a fast-paced environment.

The position requires a Bachelor's degree in business or related field and 3–5 years in account management or sales within financial services.