Account Manager

2 weeks ago


London, UK, United Kingdom ISC Full time

Position Overview:

The Account Manager will serve as the primary point of contact for a portfolio of enterprise clients and large financial institutions across the EMEA region. The role involves partnering with clients to understand their complex treasury management needs and ensuring they derive maximum value from the software applications. The Account Manager will manage relationships with high-profile organizations, addressing their unique challenges and requirements. Additionally, the role involves collaborating with cross-functional teams to deliver a seamless and high-quality experience, driving both client satisfaction and revenue growth.


The Company: The organization is a global leader in providing enterprise-level software solutions, specializing in treasury management applications designed to optimize financial operations for large corporations. With a strong focus on innovation and customer success, it delivers cutting-edge tools that empower businesses to enhance cash management, streamline workflows, and mitigate financial risks. Trusted by industry leaders worldwide, the organization’s solutions enable clients to achieve operational excellence and strategic growth.


Key Responsibilities:

  • Cultivating and maintaining strong relationships with enterprise-level clients and large financial institutions to ensure satisfaction and retention.
  • Developing a deep understanding of each client’s treasury operations and their utilization of the organization’s treasury management software applications.
  • Creating and implementing tailored account plans aimed at enhancing client engagement and optimizing solution usage.
  • Identifying and executing opportunities for revenue growth, including cross-selling and upselling additional services or products.
  • Preparing and delivering professional client proposals and presentations, incorporating both software and service components.
  • Acting as a trusted advisor, showcasing additional features and benefits to help clients achieve greater efficiency and value.
  • Partnering with internal teams, including support, legal, and senior management, to deliver seamless service and address client needs.
  • Representing the organization at industry events, fostering brand recognition and networking opportunities.
  • Staying informed on industry trends and topics, particularly in treasury management, to support meaningful discussions with clients.


Qualifications and Skills:

  • Strong analytical and interpersonal communication skills (both verbal and written).
  • Proven ability to craft professional-quality proposals and presentations.
  • Experience building and nurturing client relationships with a consultative approach.
  • Demonstrated ability to solve problems creatively and collaboratively.
  • Track record of successfully managing multiple priorities in a fast-paced environment.
  • Enthusiasm for taking initiative and achieving excellence in all deliverables.
  • Proficiency in English (written and spoken); additional languages are a plus.
  • Preferred experience in treasury management or financial software.
  • Previous success in an account management role, including solution-selling and upselling to existing customers.


Preferred Qualifications:

  • History of achieving high client retention rates and growing revenue within an established client base.
  • Practical experience in client-facing roles within the financial or software sectors.
  • Familiarity with enterprise-level treasury management solutions is an advantage.


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