This position requires outstanding attention to detail and organization skills, strong communication skills, and a customer-obsession; focused on customer satisfaction and expanding existing business.
Responsibilities include but are not limited to:
- Customer Retention and Renewals: Ensure high customer retention rates by providing exceptional service and support, managing renewals, and addressing any customer concerns promptly and effectively.
- Upselling and Expanding Business: Identify and pursue opportunities to upsell additional products and services to existing customers, driving revenue growth and enhancing customer satisfaction.
- Relationship Management: Build and maintain strong relationships with key stakeholders in the banking and energy/utilities industries, acting as a trusted advisor and point of contact for all account-related matters.
- Collaboration: Work closely with the Account Executive team to ensure seamless handoff of new accounts and collaborate with customer success managers to deliver high-touch support and drive customer engagement.
- Customer Engagement: Keep customers engaged and informed about product updates, new features, and industry trends, ensuring they derive maximum value from our offerings.
- Detail and Organization: Exhibit high attention to detail and organizational skills to manage customer accounts effectively.
- Customer Obsession: Demonstrate a deep commitment to understanding and meeting the needs of our customers.
- Participate in weekly, monthly, and quarterly meetings to sales and executive leadership on key metrics, providing analysis with recommended next steps to improve deal velocity and conversion.
- Create and execute effective presentations, including corporate and solution capabilities, client proposals, bid defense and business case/justification.
- Support business development efforts by attending industry conferences and events as needed.
Key Performance Indicators:
- Achieve high levels of customer retention and successful renewals.
- Consistently upsell additional services and products to existing customers.
- Ensure customers are happy and engaged by addressing their needs and providing exceptional service.
Experience:
- 10+ years of experience in account management, sales, or customer success, preferably overseeing customers in the banking and/or energy/utilities verticals.
- Proven track record of achieving customer retention, renewal, and upselling goals.
- Excellent communication, interpersonal, and relationship-building skills.
- Strong organizational skills and attention to detail.
- Ability to work collaboratively with cross-functional teams.
- Customer-focused mentality with a passion for delivering exceptional service.
Key Competencies:
- Customer Obsession: Demonstrates a deep understanding of customer needs and consistently goes above and beyond to meet them. Frequent travel to client sites will be required.
- Attention to Detail: Ensures accuracy and thoroughness in all account management activities.
- Organizational Skills: Manages multiple accounts and tasks efficiently, prioritizing effectively to meet deadlines.
- Business Acumen: Identifies and capitalizes on opportunities to expand business with existing customers.
- Collaboration: Works effectively with sales and customer success teams to deliver a seamless customer experience.
- Proficiency in negotiating pricing, terms, and contracts to maximize deal value while meeting both customer and company objectives.
- An analytical, problem solver, who can think critically while achieving high performance results under pressure and at high velocity.
- The ability to adapt to changing market conditions, customer needs, and product developments.
- A high level of technical proficiency of aspects of SaaS products to establish credibility around subject matter expertise quickly.
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