Strategic Financial Markets Account Lead

Iress; Cape Town; Hybrid; 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

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