Senior Sales Account Manager

Iress; Cape Town; On-site; ZAR 600,000 - 900,000; Full time

Job summary

Iress seeks an experienced Sales Account Manager to drive new client acquisition and grow existing accounts in the financial markets segment. The ideal candidate has a strong background in financial software solutions and a proven track record of sales and client success.

In a hybrid, full‑time Cape Town role, you will develop strategic sales plans, present products to clients, negotiate contracts, manage the sales pipeline, and maintain CRM records to ensure forecast accuracy and high client

Qualifications

• Experience in sales and client management in financial markets.
• Strong communication and negotiation abilities.
• Ability to manage multiple projects and CRM data.

Responsibilities

• Identify and target potential clients in the financial sector to drive new client acquisition.
• Develop and execute strategic sales plans to attract new business and achieve sales targets.
• Conduct market research to understand client needs and industry trends, reporting findings to senior team members.
• Present and demonstrate our products and services to prospective clients, effectively communicating value propositions.
• Negotiate contracts and close deals, ensuring mutually beneficial agreements.
• Manage and nurture relationships with existing clients to ensure satisfaction and loyalty.
• Identify opportunities for upselling and cross-selling additional products and services.
• Maintain up-to-date records of sales activities and client interactions in the CRM system.
• Take ownership of your sales pipeline by proactively managing leads, advancing opportunities, and ensuring forecast accuracy.
• Prepare regular sales reports and forecasts for senior management.
• Coordinate with delivery teams to ensure client feedback is communicated and addressed.
• Share knowledge and best practices with other sales team members.

Skills

Sales Management

Customer Relationship Management

Market Research and Analysis

Product Knowledge

Collaboration

Communication and Interpersonal Skills

Negotiation and Persuasion Skills

Pipeline Management

Forecasting

Value Proposition Development

Customising Value Propositions

Closing Skills

Buying Signals

Sales Performance Analysis

Organisational Skills

Multitasking

Customer Service Orientation

Handling Complaints

Business Acumen

Tools

CRM system

Job description

Company Overview

See yourself being part of a large, transformational change? This could be the role for you! At Iress, we make things happen At Iress, we believe technology should help people perform better every day. Since our beginning in 1993, people across financial services have trusted us to take their performance to the next level. From the world’s most established financial brands to new and disruptive players, we help improve every aspect of our clients’ businesses so that they can work better, every day. Iress is one of Australia’s largest technology companies and employs more than 1100 people across Asia Pacific, North America, Africa and UK & Europe.

Role Summary

Build your career at Iress! We are seeking an experienced and dynamic Sales Account Manager to join our team. This individual will be responsible for driving new client acquisition and assist in growing and retaining existing clients within the financial markets business segment. Success in this role involves achieving sales targets, expanding our client base, and ensuring high levels of client satisfaction. The ideal candidate will have a strong background in financial markets, a deep understanding of financial markets software solutions, and a proven track record of sales and client success.

Awesome things you’ll be involved with:

• Identify and target potential clients in the financial sector to drive new client acquisition.
• Develop and execute strategic sales plans to attract new business and achieve sales targets.
• Conduct market research to understand client needs and industry trends, reporting findings to senior team members
• Present and demonstrate our products and services to prospective clients, effectively communicating value propositions.
• Negotiate contracts and close deals, ensuring mutually beneficial agreements.
• Manage and nurture relationships with existing clients to ensure their satisfaction and loyalty.
• Identify opportunities for upselling and cross-selling additional products and services.
• Conduct regular reviews with clients to ensure their needs are being met and to identify any issues.
• Maintain a developing understanding of our products, services, and competitive landscape.
• Support the development and implementation of effective sales strategies to exceed sales targets.
• Collaborate with the marketing team to support lead generation and sales campaigns.
• Maintain accurate and up-to-date records of sales activities and client interactions in the CRM system.
• Take full ownership of your sales pipeline by proactively managing leads, advancing opportunities, and ensuring forecast accuracy through disciplined CRM management
• Prepare regular sales reports and forecasts for senior management.
• Take responsibility for assigned client relationships, maintaining a strong sense of urgency and overall accountability.
• Coordinate multiple major or smaller projects, actively engaging with relevant delivery teams to ensure client feedback is communicated and addressed.
• Work closely with other sales team members to share knowledge and best practices.

What you will bring:

• Sales Management: Supports sales activities to achieve targets, assist in new business development, and grow existing accounts.
• Customer Relationship Management : Maintains and enhances client relationships to ensure satisfaction and loyalty.
• Market Research and Analysis : Conducts market research to understand industry trends and client needs, with guidance
• Product Knowledge : Maintains a developing understanding of products, services, and competitive landscape.
• Collaboration: Works effectively with cross-functional teams to achieve common goals
• Communication and Interpersonal Skills: Communicates effectively with stakeholders at all levels, ensuring clear and concise information exchange.
• Negotiation and Persuasion Skills : Capable of supporting negotiation techniques and persuasive communication to influence client decisions and overcome objections. Able to assist in negotiating mutually beneficial agreements, pricing structures, and contract terms to achieve win-win outcomes for the company and the client.
• Pipeline Management : Experienced in managing sales pipelines, including prospecting, lead qualification, and opportunity management.
• Skilled in forecasting sales targets, tracking sales performance metrics, and implementing corrective actions to ensure targets are met or exceeded.
• Value Proposition Development : Able to articulate the unique value proposition of the company's products or services to clients, demonstrating how they address specific pain points or deliver tangible benefits.
• Capable of customising value propositions to different clients and effectively communicating them through sales presentations and proposals.
• Closing Skills : Developing ability to close sales opportunities by overcoming objections, addressing concerns, and negotiating terms to reach mutually beneficial agreements.
• Skilled in recognizing buying signals, understanding client motivations, and guiding them through the decision-making process to secure commitments.
• Sales Performance Analysis : Proficient in assisting with the analysis of sales performance data, including conversion rates, win/loss ratios, and revenue projections.
• Capable of identifying trends, patterns, and opportunities for improvement, and supporting the implementation of strategies to optimise sales effectiveness and efficiency
• Organisational Skills: Strong organisational skills and meticulous attention to detail.
• Ability to manage multiple projects and priorities simultaneously.
• Customer Service Orientation: Commitment to providing excellent customer service.
• Ability to handle customer complaints and issues effectively.
• Business Acumen: Foundational understanding of financial principles and their impact on business decisions and client profitability.

Hybrid Employment Type Employee Time Type Full time