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Strategic Account Manager

1 month ago

City of London Greater London, United Kingdom Doshi Full time

Company Description Are you the right candidate for this opportunity Make sure to read the full description below. Doshi is a financial education platform that aims to make learning about finance and money fun, easy, and relevant for people of any age. We do this by empowering financial institutions to educate their customers using our innovative, gamified financial education technology. We were finalists in "Best Personal Finance App" and "Best Customer Service Champion". Role Description As a Strategic Account Manager, you will be pivotal in growing our key accounts, building strong client relationships, shaping educational products and ensuring our solutions not only meet but exceed the evolving needs of our banking clients. You will collaborate with cross-functional teams to ensure the successful implementation and delivery of solutions to meet client needs. This is a full-time role located in Greater London with flexibility for some remote work. Key Responsibilities:

  • Collaborate closely with banking clients to determine and define the financial education content requirements.
  • Continuously evolve our financial education curriculum to pro-actively support client needs.
  • Identify and capitalise on upselling opportunities to enhance client engagement and revenue.
  • Work intimately with the product team to articulate client requirements, prioritise product feature requests, and drive client success initiatives.
  • Assist in the creation of marketing and sales materials to bolster the sales team's efforts in achieving their targets.
  • Manage compliance with banking regulations, ensuring all products and strategies adhere to necessary legal standards.
  • Support the CEO with insights from client feedback to influence new product and sales strategies.
Qualifications
  • Bachelor’s degree in Business Administration, Finance, Education, or a related field.
  • Minimum of 4-6 years of proven experience in client relationship management or a similar role within the banking or financial services industry.
  • Strong understanding of financial products, educational content development, and regulatory compliance.
You are a great fit if you:
  • Have excellent communication, negotiation, and interpersonal skills.
  • Love tackling client problems and come up with creative solutions how to solve them.
  • Enjoy working on your own, and also collaboratively across departments.
  • Can multi-task between projects simultaneously.
  • Want to get things done and pro-actively look for ways how to improve the business.
  • Think strategically but also enjoy getting into the details.
What We Offer:
  • Competitive salary and benefits package.
  • Opportunity to work in a fast-paced, innovative environment where your work impacts many.
  • Flexible working conditions with opportunities for professional growth and development.
How to Apply: Please submit your CV and a cover letter.

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