Key Account Manager - Financial Services Tech

Placements24; Pretoria; Hybrid; ZAR 700,000 - 1,100,000; Full time

Benefits offered by this job

Bonus opportunities

Health insurance

Retirement plan

Annual leave

Learning & certs

Hybrid work

Fintech exposure

Job summary

Placements24 invites a seasoned Key Account Manager to join our Pretoria office in a hybrid setup. You will manage a portfolio within banking and insurance sectors, delivering strategic advisory and ensuring client success.

The role requires 5+ years in account management, strong CRM skills (Salesforce/HubSpot), and the ability to drive revenue through upsell and cross-sell initiatives. Occasional travel to client sites is expected.

Qualifications

• Minimum 5 years in account management or related fields within financial services or tech.
• Experience in financial services or technology sector is required.
• Deep understanding of banking, insurance and investment management.
• CRM software experience (Salesforce, HubSpot) is essential.
• Willingness to travel within Pretoria region and surroundings.

Responsibilities

• Manage and nurture relationships with key clients in financial services.
• Develop and execute strategic account plans to grow revenue.
• Understand client objectives and identify value opportunities.
• Conduct regular business reviews to assess satisfaction and expansion potential.
• Act as primary contact for escalations and issue resolution.
• Collaborate with sales, product, and support to deliver great experiences.
• Identify upsell and cross-sell opportunities for new products and services.
• Stay informed about industry trends and competitive landscape in fintech.

Skills

Account management

Sales

CRM experience

Communication

Presentation

Analytical thinking

Team collaboration

Education

Bachelor's degree in Business/Finance/IT or related field

Tools

Salesforce

HubSpot

Job description

About the Role

Our client, a leading provider of innovative technology solutions for the financial services sector, is seeking a highly skilled Key Account Manager for their Pretoria office. This is a hybrid role, offering a blend of strategic client engagement and focused remote work. You will be responsible for managing and growing a portfolio of key accounts within the banking and insurance industries. This involves understanding client needs, providing strategic advice, ensuring high levels of client satisfaction, and identifying opportunities for upselling and cross-selling our client's advanced software solutions. The successful candidate will possess exceptional relationship-building skills, a deep understanding of financial services technology, and a proven ability to drive account growth. You will act as a trusted advisor, ensuring our client's solutions contribute significantly to their clients' business objectives. This role offers a unique opportunity to work with influential players in the financial sector and shape the future of fintech.

Key Responsibilities

• Manage and nurture relationships with a portfolio of key clients in the financial services industry.
• Develop and execute strategic account plans to deepen client engagement and drive revenue growth.
• Understand client business objectives and identify opportunities where our client's solutions can add value.
• Conduct regular business reviews with clients to assess satisfaction and identify areas for improvement or expansion.
• Serve as the primary point of contact for client escalations and ensure timely resolution of issues.
• Collaborate with sales, product, and support teams to deliver exceptional client experiences.
• Identify and pursue opportunities for upselling and cross-selling new products and services.
• Stay informed about industry trends, competitive landscape, and client challenges within the financial services technology space.
• Prepare accurate forecasts and pipeline reports for assigned accounts.
• Contribute to the development of best practices for account management within the organization.

Requirements

• Minimum of 5 years of experience in account management, sales, or client relationship management, specifically within the financial services or technology sector.
• Proven track record of successfully managing and growing key accounts.
• Deep understanding of the financial services industry, including banking, insurance, and investment management.
• Familiarity with enterprise software solutions and technology trends relevant to finance.
• Exceptional communication, presentation, and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Ability to work independently and collaboratively in a hybrid work environment.
• Experience with CRM software (e.g., Salesforce, HubSpot) is essential.
• Bachelor's degree in Business, Finance, IT, or a related field.
• Ability to travel to client sites as required within the Pretoria region and surrounding areas.

Benefits

• Competitive salary package with performance-based bonuses.
• Comprehensive health insurance and retirement planning benefits.
• Generous annual leave allowance.
• Opportunities for continuous learning and professional certifications.
• Access to leading-edge financial technology solutions.
• A modern office environment with flexible hybrid work arrangements.
• Exposure to high-profile clients and strategic projects.