- 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
- Solid 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.