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 current 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 nn
- 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 fast-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 n

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 n

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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 Hard Skills nn
- 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 nn
- 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 nn
- 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 nn
- Salesforce
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- Financial Software
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- Data Feeds
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- APIs
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📌 Account Manager (New South Wales)
🏢 Jobtailor
📍 New South Wales