Institutional (High Net Worth) Clients Account

6 days ago

Brighton, Australia Wilfred Knight Full time

Account management responsibilities include developing strong relationships with customers, connecting with key business executives and stakeholders and preparing sales reports. AccountManagers also answer client queries and identify new business opportunities among existing customers. In this role, you will liaise with cross-functional internal teams (including Customer Service and Software Development departments) to improve the entire customer experience.

**Key Responsibilities**
- Serve as the lead point of contact for all customer account management matters.
- Build and maintain strong, long-lasting client relationships.
- Negotiate contracts and close agreements to maximize profits.
- Develop trusted advisor relationships with key accounts, customer stakeholders and executive sponsors.
- Ensure the timely and successful delivery of our solutions according to customer needs and objectives.
- Clearly communicate the progress of monthly/quarterly initiatives to internal and externalstakeholders.
- Develop new business with existing clients and/or identify areas of improvement to meet sales quotas.
- Forecast and track key account metrics (e.g. quarterly sales results and annual forecasts).
- Prepare reports on account status.
- Assist with challenging client requests or issue escalations as needed.

**Skills Required**:

- BA/BS degree in Business Administration, Sales or relevant field.
- Proven work experience as an Account Manager, Key Account Manager, Sales Account Manager, Junior Account Manager or relevant role.
- Demonstrable ability to communicate, present and influence key stakeholders at all levels of an organization, including executive and C-level.
- Solid experience with CRM software and MS Office (particularly MS Excel).
- Experience delivering client-focused solutions to customer needs.
- Proven ability to juggle multiple account management projects at a time, while maintaining sharp attention to detail.
- Excellent listening, negotiation and presentation abilities.
- Strong verbal and written communication skills.

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