Manage a portfolio of key client accounts, building strong 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
Robust 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
#J-*****-Ljbffr

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