Manage a portfolio of key client accounts, building solid stakeholder relationships and supporting retention and growthUnderstand client needs and challenges, provide tailored solutions, and ensure clients maximise the value of FE fundinfo's products and servicesIdentify, qualify and progress upsell and cross-sell opportunities, maintain accurate pipeline information, and support revenue growthManage contract renewals, pricing discussions, amendments and cancellations, accurately recording client activity, actions and opportunities in SalesforcePartner with Sales, Marketing, Product and Data teams to deliver client solutions, support new business activity and achieve positive commercial outcomesMonitor account performance, pipeline activity and client risks while maintaining product, industry and market knowledgeRequirements1–4 years of experience in account management, customer success, relationship management, pre-sales or a similar client-facing commercial roleExperience understanding client needs, identifying opportunities and recommending value-delivering solutionsStrong communication, stakeholder management and organisational skillsAbility to manage competing priorities in a fast-paced environmentInterest in financial services and technologyExperience in financial software, data feeds,



APIs or similar solutions is an advantageCommercially minded and proactiveConfidence identifying opportunities, improving processes and building long-term client relationshipsCore CompetenciesDemonstrates 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 keywordsAccount ManagementClient Relationship BuildingSalesforce ProficiencyFinancial Software ExperienceStakeholder ManagementATS Optimization KeywordsHard SkillsAccount ManagementClient Needs AssessmentUpsellingCross-sellingContract ManagementPipeline ManagementData AnalysisFinancial SoftwareAPIsMarket KnowledgeSoft SkillsStrong CommunicationOrganizational SkillsProactive MindsetStakeholder ManagementAbility to Manage Competing PrioritiesIndustry KeywordsFinancial ServicesClient SuccessCommercial OutcomesClient RetentionMarket KnowledgeTools & TechnologiesSalesforceFinancial SoftwareData FeedsAPIs
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📌 Account Manager (Sydney)
🏢 Jobtailor
📍 Sydney