Senior Account Manager

Full Job Description

FE fundinfo is a global leader in investment fund data and technology. We are proud of our vast, diverse, and highly skilled team, who help to make our industry Better Connected and Better Informed.

Join our dynamic commercial team covering sales, account management, marketing, publishing, and partnerships. Passionate about every aspect of the adviser industry, the commercial team uses its intelligence and expertise to help clients meet their business needs over the short and long term and to develop industry-leading thought-leadership projects.

As a Senior Account Manager, you are responsible for taking care of our highest-value existing customers and business partners. Your strong customer orientation will help you to actively promote the "FE fundinfo" brand.

Working closely with clients to understand their business goals and challenges and collaborate with internal teams to develop solutions that drive revenue growth and customer satisfaction.

Your key responsibilities as a Senior Account Manager will be:
- Responsible for a portfolio of existing client accounts within the business and will be targeted to retain and grow those accounts
- Primary relationship contact within the existing client account
- Retain and upsell clients by understanding client's business and requirements to ensure the highest level of service and maximise all potential opportunities
- Manage and re-negotiate contract renewals (including price increases) on an ongoing basis
- Identify upsell/cross-sell opportunities within your portfolio and oversee set-up, order forms and invoicing
- Developing high-level relationships with this portfolio of clients, connecting with key business executives and stakeholders both internal & external
- Maintaining regular contact with clients and contributing to growth and retention initiatives
- Providing feedback to cross-functional internal teams and overseeing the process to ensure customer needs are met
- Identifying account risks and creating and implementing risk plans through to a positive resolution
- Fully understand our proposition and be able to demo/discuss products/ services in detail and remain up to date on new -initiatives
- Manage the client cancellation process
- Communicate the progress of monthly/quarterly objectives to internal stakeholders
- Forecast and track key account metrics in Salesforce
- Maintain and develop industry and product knowledge by participating in training opportunities (internal sessions), reading professional publications (e.g. FE Trustnet, Money Marketing, FT, Citywire, Boring Money) and sharing knowledge with the wider team. Maintaining personal networks via LinkedIn
- Attend and represent the company at marketing, conferences and Industry events

Leading Responsibilities:
- Lead from the front, act as a role model and set the example for other team members
- Motivate and lead your region to achieve commercial targets and key KPI's
- Conduct regular 1-1's, coaching and performance reviews with your mentee
- Ensure the team is diligently developing sales pipelines, maintaining pipeline hygiene and accurately updating the CRM
- Communicate commitments to stakeholders 
- Help onboard, train, and upskill junior members of the Account Management team 
- A positive voice of change within the team, contributing and leading in team meetings, training sessions and wider discussions
- You embrace change and are always looking for ways to use to your own and the team's advantage

To join us as a Senior Account Manager you will need the following experience and skills:
- You must have solid experience in the financial services industry
- You have a strong understanding of regulatory frameworks, including governance structures and recent legislation
- You will ideally have a familiarity with advisory processes
- You have the desire to take on leadership responsibilities 
- You must have the ability to understand and interpret client data in a clear and commercial manner
- You are able to present and influence effectively at all levels of the organization, including executive and C-level 
- You have excellent active listening, negotiation and presentation skills both internally and externally 
- You have experience in delivering client-focused solutions based on customer needs 
- You are a natural relationship builder 
- You have experience using a CRM tool, i.e. Salesforce

By joining the team as a Senior Account Manager, you will be offered the following:
- An opportunity to join a forward thinking organisation that is revolutionising the finance industry
- Competitive salary
- Flexible/versatile work options to support your unique work-life balance
- Company pension scheme
- 25 days holiday and holiday purchase options
- Private medical healthcare
- Company socials and events
- Bike to work scheme

In addition, you will have the opportunity to work for a company that values Trust, Connectivity and Innovation. In line with our core values, you can also expect the following:
- Full LinkedIn Learning access
- A sustainable business that cares for the environment and our communities
- Opportunities to give back to local communities through volunteer days
- Becoming a part of Charity Challenges for raising money for charities selected by employees
- Options to join and lead diversity and inclusion initiatives
- Invitations to office social events and sport activities

Apply today for immediate consideration and we will endeavour to get back to you within 5 working days. Visit our Glassdoor profile or fefundinfo.com to find out more about life @ FE fundinfo!