Account Manager - Financial Services Technology

Placements24; Cape Town; Hybrid; ZAR 480,000 - 560,000; Full time

Benefits offered by this job

Hybrid work model

Health and wellness programs

Professional certifications

Pension fund contributions

Job summary

Placements24 in Cape Town is seeking an experienced Account Manager to nurture and expand relationships with existing clients in the fintech space. The role combines remote work with a hybrid Cape Town office presence, focusing on client retention, upselling opportunities and delivering exceptional value.

You will manage a portfolio of financial services clients, conduct business reviews, and collaborate with product and sales teams to optimize client outcomes.

Qualifications

• Minimum of 4 years of experience in account management or client-facing sales within fintech or financial services.
• Proven ability to manage and grow a book of business, exceeding retention and revenue targets.
• Strong understanding of financial markets, banking, or investment management principles.

Responsibilities

• Manage a portfolio of key accounts within the financial services sector.
• Develop account growth strategies to increase revenue through upselling and cross-selling.
• Conduct regular business reviews with clients to assess needs and utilization of solutions.
• Serve as the main point of contact for client inquiries and requests.
• Collaborate with internal teams to deliver seamless client experiences.
• Monitor client health and mitigate churn risks.
• Educate clients on new product features and industry best practices.
• Gather client feedback to inform product roadmap and service improvements.
• Prepare and present account performance reports to senior management.

Skills

Account management

Relationship building

Communication skills

Presentation skills

Hybrid work

Education

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

Tools

Salesforce

Job description

About the Role

Our client, a leading provider of innovative financial technology solutions, is seeking an experienced Account Manager to join their team in Cape Town, Western Cape, ZA . This hybrid role offers the flexibility to work both remotely and from our vibrant Cape Town office. You will be responsible for nurturing and expanding relationships with existing clients, ensuring their continued success and satisfaction with our client's cutting-edge platforms. This position requires a deep understanding of the financial services industry and a passion for delivering exceptional client value. As an Account Manager, you will act as the primary point of contact, advocating for client needs and identifying opportunities for upselling and cross-selling relevant products and services.

Key Responsibilities

• Manage a portfolio of key accounts within the financial services sector, fostering strong, long-term relationships.
• Develop account growth strategies to increase revenue through upselling and cross-selling opportunities.
• Conduct regular business reviews with clients to assess their needs and ensure optimal utilization of our client's solutions.
• Serve as the main point of contact for client inquiries, issues, and requests, ensuring timely and effective resolution.
• Collaborate with internal teams, including product development, support, and sales, to deliver seamless client experiences.
• Monitor client health and proactively identify potential risks or churn, implementing mitigation strategies.
• Educate clients on new product features, updates, and industry best practices.
• Gather client feedback to inform product roadmap and service improvements.
• Prepare and present account performance reports to senior management.

Requirements

• Minimum of 4 years of experience in account management or client-facing sales within the financial technology or services industry.
• Proven ability to manage and grow a book of business, exceeding retention and revenue targets.
• Strong understanding of financial markets, banking, or investment management principles.
• Excellent interpersonal, communication, and presentation skills.
• Demonstrated ability to build rapport and trust with senior stakeholders.
• Experience with CRM software (e.g., Salesforce) is essential.
• Ability to work effectively both independently and as part of a hybrid team.
• Bachelor's degree in Finance, Business Administration, or a related field.
• Familiarity with cloud-based software solutions is a plus.
• Must be based in or able to commute to Cape Town, Western Cape, ZA .

Benefits

• Competitive salary and performance-based bonuses.
• Hybrid work model offering a blend of remote flexibility and in-office collaboration.
• Access to comprehensive health and wellness programs.
• Opportunities for professional growth and industry certifications.
• Engaging team environment with regular social events.Pension fund contributions.