Account Manager - Financial Services Technology

Placements24; Stellenbosch; Hybride; ZAR 600 000 - 900 000; Plein temps

Avantages offerts par ce poste

Performance bonuses

Health insurance

Retirement plan

Paid time off

Professional development

Résumé du poste

Placements24 is seeking an Account Manager for our fintech client in Stellenbosch, Western Cape. You will manage a portfolio of high-value financial services clients, understanding their objectives and delivering tailored technology solutions.

You will lead strategic account planning, identify upsell opportunities, and coordinate with product, support, and implementation teams to ensure exceptional service delivery in a hybrid work model.

Qualifications

• Minimum 4 years in account management, preferably FinTech or financial services.
• Proven ability to manage and grow enterprise-level client accounts.
• Experience using CRM software, especially Salesforce.
• Excellent communication, presentation, and interpersonal skills.
• Bachelor's degree in Business, Finance, Marketing, or related field.

Responsabilités

• Manage a portfolio of high-value clients in the financial services sector, ensuring long-term retention and satisfaction.
• Develop understanding of client objectives to provide tailored technology solutions.
• Identify upsell and cross-sell opportunities for FinTech products and services.
• Coordinate with product, support, and implementation teams to ensure seamless service delivery.
• Conduct regular business reviews to assess performance and gather feedback.
• Address and resolve client issues promptly and effectively.
• Stay updated on industry trends and regulatory changes affecting financial services.
• Develop strategic account plans to maximize engagement and revenue.
• Contribute to sales forecasting and revenue reporting for assigned accounts.

Connaissances

Account management

Enterprise accounts

CRM Salesforce

Strategic thinking

Communication skills

Problem-solving

FinTech knowledge

Presentation skills

Formation

Bachelor's degree in Business/Finance/Marketing

Outils

Salesforce

Description du poste

About the Role

Our client, a leading innovator in financial technology (FinTech) solutions, is seeking a sophisticated and client-focused Account Manager to join their esteemed team in **Stellenbosch, Western Cape**. This role is crucial for managing and nurturing relationships with key clients in the financial services sector, ensuring high levels of satisfaction, and driving account growth. You will be responsible for understanding client needs, providing strategic guidance on product utilization, identifying upsell and cross-sell opportunities, and acting as the primary point of contact. The ideal candidate will possess a strong understanding of financial services, a proven ability to manage complex client portfolios, and excellent communication and problem-solving skills. This is an exceptional opportunity to work with cutting-edge technology in a fast-paced and dynamic industry, contributing directly to the success of both our client and their valuable partners in **Stellenbosch, Western Cape**.

Key Responsibilities

• Manage a portfolio of high-value clients within the financial services sector, ensuring long-term retention and satisfaction.
• Develop and maintain deep understanding of client business objectives and challenges to provide tailored technology solutions.
• Identify and pursue opportunities for account growth through upselling and cross-selling of additional FinTech products and services.
• Serve as the primary liaison between clients and internal teams, including product, support, and implementation, to ensure seamless service delivery.
• Conduct regular business reviews with clients to assess performance, gather feedback, and reinforce the value proposition.
• Proactively address and resolve client issues, ensuring timely and effective solutions.
• Stay abreast of industry trends, regulatory changes, and new technologies impacting the financial services sector.
• Develop strategic account plans to maximize client engagement and revenue potential in **Stellenbosch, Western Cape**.
• Contribute to sales forecasting and revenue reporting for your assigned accounts.

Requirements

• A minimum of 4 years of experience in account management, sales, or client relationship management, preferably within the FinTech or financial services industry.
• Proven ability to manage and grow enterprise-level client accounts.
• Strong understanding of financial services operations, products, and challenges.
• Excellent communication, presentation, and interpersonal skills.
• Demonstrated ability to build rapport and establish trust with senior-level client contacts.
• Proficiency in CRM software (e.g., Salesforce) and other client management tools.
• Strategic thinking and problem-solving abilities.
• Ability to work effectively in a **Hybrid** environment, balancing remote work with in-office collaboration.
• Bachelor's degree in Business, Finance, Marketing, or a related field.

Benefits

• Competitive salary with attractive performance-based bonuses.
• Comprehensive health, dental, and vision insurance plans.
• Retirement savings plan with employer contributions.
• Generous paid time off and company holidays.
• Opportunities for professional development and continuous learning.
• A stimulating work environment with a focus on innovation.
• Access to industry-leading FinTech solutions.
• Regular team events and networking opportunities in **Stellenbosch, Western Cape**.