Account Manager, Financial Services


Benefits Offered
Work/life balance
100% health vision and dental coverage
Life insurance
401(k) with matching
Paternity/maternity leave
Continuous education
Casual dress code
Company outings
Unlimited PTO
Flexible hours
PAC-MAN arcade game
Pet friendly
Green office

Full Time

Account Manager, Financial Services

Zennify is looking for a qualified candidate to join our team as an Account Manager! This individual will play an integral role in growing the footprint of our existing customer base while maintaining a focus on overall customer satisfaction.

The Account Manager will be responsible for ensuring customer success and identifying new business opportunities among existing customers to help establish a solid continuous revenue model with our existing account base. You will deepen existing relationships and create new relationships within the customer organization. You will be a part of the Sales organization and will work with cross-functional internal teams including Delivery, Go-To-Market and Marketing to improve the overall customer experience.

Our customers range from small and mid-sized companies to multinational enterprise corporations. This role will focus on our Financial Services customer base.

As an Account Manager, you will be provided with a list of named accounts and you will enter into new accounts as determined by the VP of Sales.

Primary Responsibilities

Primary Responsibilities
  • Serve as the customer advocate and lead point of contact for all customer account management needs
  • Build and maintain strong, long-lasting customer relationships
  • Develop new business with a named list of existing customers to identify areas of improvement to meet sales quotas
  • Become the trusted advisor to named customers, customer stakeholders and executive sponsors and deeply understand their unique company challenges and goals
  • Provide expertise on the Salesforce Platform to evangelize solutions that will help customers reach and enhance their business goals and outcomes
  • Provide escalation support to internal and external customer inquiries
  • Lead and manage all phases of the sales cycle from new business identification, roadmapping, scoping, generate presentations and SOWs and negotiate contracts and close agreements to maximize profits
  • Collaborate with project and customer team members to ensure delivery of Zennify’s Salesforce solutions aligns to customer objectives and KPIs
  • Clearly communicate the progress of monthly/quarterly initiatives to internal and external project and support teams
  • Forecast and track key account metrics (e.g. quarterly sales results and annual forecasts)
  • Help define and refine the overall Account Management strategy to ensure scale

Preferred Qualifications
  • Proven work experience as an Account Manager, Key Account Manager, Sales Account Manager, or Customer Success Manager
  • 1-2 years of selling or supporting Sales teams offering Salesforce solutions
  • Solid understanding of the Financial Services customer’s point of view
  • Strong track record of building customer rapport and fostering a trusted advisor relationship with existing customers
  • Keen sense of identifying business opportunities within an assigned customer base
  • Prior Salesforce implementation or configuration skills highly preferred
  • Ability to collaborate with Salesforce delivery teams across multiple customers at a time
  • Ability to communicate, present to and influence key stakeholders at all levels of a customer’s organization, including executives and C-levels
  • Excellent listening, negotiation and presentation abilities
  • Extremely high attention to detail
  • Capable of leading discovery sessions and understanding customer needs
  • Strong verbal and written communication skills
  • BA/BS degree in Business Administration, Sales or relevant field

Qualities of the Ideal Candidate
  • Thrives in a team-based, high energy and fast-paced environment
  • Service-oriented and innately driven to produce outstanding customer satisfaction and results
  • Enjoys discovering, learning about and implementing new technologies
  • Analytical and able to logically and methodically work through problems
  • Strong aptitude for prioritization and multitasking in a deadline-driven environment
  • Possess a sense of urgency with strong organizational and follow-up skills
  • Ability to meet travel requirements, when applicable (average of 30% travel projected)
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