- Manage a portfolio of key client accounts, building solid stakeholder relationships and supporting retention and growth
- Understand client needs and challenges, provide tailored solutions, and ensure clients maximise the value of FE fundinfo’s products and services
- Identify, qualify and progress upsell and cross-sell opportunities, maintain accurate pipeline information, and support revenue growth
- Manage contract renewals, pricing discussions, amendments and cancellations, accurately recording client activity, actions and opportunities in Salesforce
- Partner with Sales, Marketing, Product and Data teams to deliver client solutions, support new business activity and achieve positive commercial outcomes
- Monitor account performance, pipeline activity and client risks while maintaining product, industry and market knowledge

Requirements

- 1–4 years of experience in account management, customer success, relationship management, pre-sales or a similar client-facing commercial role
- Experience understanding client needs, identifying opportunities and recommending value-delivering solutions
- Strong communication, stakeholder management and organisational skills
- Ability to manage competing priorities in a fast-paced environment
- Interest in financial services and technology
- Experience in financial software, data feeds, APIs or similar solutions is an advantage




- Commercially minded and proactive
- Confidence identifying opportunities, improving processes and building long-term client relationships

Core Competencies

Demonstrates expertise in account management and client relationship building, with a focus on delivering tailored solutions and driving revenue growth through upselling and cross-selling. Proficient in managing client contracts and maintaining accurate records in Salesforce while collaborating with cross‑functional teams to achieve commercial success.

Highest-signal resume keywords

- Account Management
- Client Relationship Building
- Salesforce Proficiency
- Financial Software Experience
- Stakeholder Management

ATS Optimization Keywords

Hard Skills

- Account Management
- Client Needs Assessment
- Upselling
- Cross-selling
- Contract Management
- Pipeline Management
- Data Analysis
- Financial Software
- APIs
- Market Knowledge

Soft Skills

- Strong Communication
- Organizational Skills
- Proactive Mindset
- Stakeholder Management
- Ability to Manage Competing Priorities

Industry Keywords

- Financial Services
- Client Success
- Commercial Outcomes
- Client Retention
- Market Knowledge

Tools & Technologies

- Salesforce
- Financial Software
- Data Feeds
- APIs

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📌 Account Manager (New South Wales)
🏢 Jobtailor
📍 New South Wales