Job Description
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Manage a portfolio of key client accounts, building strong stakeholder relationships and supporting retention and growth
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Understand client needs and challenges, provide tailored solutions, and ensure clients maximise the value of FE fundinfo's products and services
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Identify, qualify and progress upsell and cross-sell opportunities, maintain accurate pipeline information, and support revenue growth
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Manage contract renewals, pricing discussions, amendments and cancellations, accurately recording client activity, actions and opportunities in Salesforce
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Partner with Sales, Marketing, Product and Data teams to deliver client solutions, support new business activity and achieve positive commercial outcomes
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Monitor account performance, pipeline activity and client risks while maintaining product, industry and market knowledge
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Requirements
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1–4 years of experience in account management, customer success, relationship management, pre-sales or a similar client-facing commercial role
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Experience understanding client needs, identifying opportunities and recommending value-delivering solutions
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Strong communication, stakeholder management and organisational skills
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Ability to manage competing priorities in a quick-paced environment
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Interest in financial services and technology
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Experience in financial software, data feeds, APIs or similar solutions is an advantage
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Commercially minded and proactive
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Confidence identifying opportunities, improving processes and building long-term client relationships
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Core Competencies
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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.
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Highest-signal resume keywords
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Account Management
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Client Relationship Building
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Salesforce Proficiency
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Financial Software Experience
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Stakeholder Management
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ATS Optimization Keywords
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Hard Skills
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Account Management
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Client Needs Assessment
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Upselling
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Cross-selling
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Contract Management
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Pipeline Management
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Data Analysis
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Financial Software
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APIs
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Market Knowledge
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Soft Skills
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Strong Communication
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Organizational Skills
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Proactive Mindset
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Stakeholder Management
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Ability to Manage Competing Priorities
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Industry Keywords
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Financial Services
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Client Success
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Commercial Outcomes
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Client Retention
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Market Knowledge
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Tools & Technologies
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Salesforce
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Financial Software
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Data Feeds
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APIs
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#J-*****-Ljbffr

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