Account Manager – FS
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Enterprise Account Executive managing Financial Services and Insurance customer accounts. Building relationships and supporting strategic sales efforts with Cloud Software Group's technology platform.
Responsibilities:
- Manage and develop relationships within an assigned portfolio of FSI accounts, building trust with business and technical stakeholders over time.
- Establish and maintain relationships with senior decision-makers and influencers across IT and Lines of Business.
- Develop a strong understanding of each customer’s business strategy, operating model, and technology landscape.
- Act as a consistent point of contact for customers, ensuring alignment between customer objectives and internal teams.
- Support the development and execution of account-based strategies that drive recurring growth and expanded adoption within existing customers.
- Identify new use cases, expansion opportunities, and cross-functional needs by understanding customer priorities and KPIs.
- Contribute to account plans, opportunity strategies, and customer business reviews in partnership with senior account leaders.
- Help translate customer needs into clear value propositions and business outcome-focused proposals.
- Participate in complex sales cycles, supporting negotiations, presentations, and executive discussions.
- Coordinate internal resources such as Solutions Engineering, Architects, Product Management, Customer Success, and partners to support customer engagements.
- Maintain accurate account information, pipeline visibility, and forecasting inputs.
- Build foundational knowledge of FSI industry trends, regulatory considerations, and common transformation initiatives (e.g., digital banking, claims modernization, fraud prevention, risk and compliance).
- Demonstrate an understanding of how technology supports business outcomes in regulated environments.
- Act as the voice of the customer internally, sharing insights with Sales, Product, and Customer Success teams.
- Support participation in customer briefings, executive workshops, and industry events.
Requirements:
- At least 8 years of experience in technology sales, account management, or customer-facing commercial roles.
- Experience working with Financial Services and/or Insurance customers.
- Demonstrated ability to build and maintain trusted relationships with customers and internal stakeholders.
- Strong communication skills with the ability to articulate business and technical concepts clearly.
- Experience supporting complex, multi-stakeholder sales processes.
- Comfortable working in a matrixed team environment and collaborating across functions.
- Organized, detail-oriented, and able to manage multiple accounts and priorities effectively.
- Fluent verbal and written English communication skills required, additional European languages advantageous.
- Exposure to SaaS, cloud, digital workplace, automation, analytics, or enterprise software solutions preferred.
- Bachelor’s degree in Business, Finance, Technology, or a related field preferred.
Benefits:
- Equal Employment Opportunity (EEO)
- Reasonable accommodation due to a disability during application process
Similar Jobs
Senior Director, Account Management
Operations Director for Corporate Soft Service Business overseeing client relations and team leadership for innovative solutions. Drive growth and operational excellence across the UK.
Key Account Manager
Key Account Manager driving sales growth and market access for NIOX's FeNO testing solution in UK healthcare settings. Building relationships and exceeding sales targets across designated regions.
Account Manager
Account Manager managing customer accounts for CallRevu, ensuring effective usage and exceptional support. Focused on training and maintaining relationships with dealerships in the automotive sector.
Mid-Market Account Manager
Mid-Market Account Manager in a remote sales role at insightsoftware. Focused on cultivating client relationships and executing sales plans for software offerings.
Partnerships & Alliances Manager
Partnerships & Alliances Manager with CP Digital consultancy focused on building technology partnerships. Responsible for strategic relationships, partner performance, and collaborative initiatives.
Associate II – Corporate and Foundation Partnerships
Associate II supporting corporate and foundation partnerships at FHI 360. Involves research, account management, and partner engagement across high-priority funders.
Fintech Account Manager
Fintech Account Manager at Coastal managing fintech and platform partner relationships. Driving revenue and ensuring compliance while achieving growth and adoption goals.
Senior National Account Manager
Senior National Account Manager for Wella Company responsible for leading Sephora Canada business. Managing account relationships, driving sales, and ensuring best-in-class retail execution.
Influencer Marketing Account Lead
Account Lead driving strategic client partnerships and delivering influencer marketing programs at Later. Overseeing campaigns and leading client strategies to achieve growth and impact.
Senior Manager, Account Management, Enterprise
Senior Manager leading Account Management at Vanta, ensuring customer satisfaction and driving value through the GRC program. Responsible for team development and strategy execution.
Channels Partner Manager
Channel Partner Manager responsible for managing strategic relationships with VARs. Collaborating closely with sales and marketing teams to drive revenue growth.
Client Engagement Account Manager
Client Engagement Account Manager for Brown & Brown, overseeing product and service delivery. Managing relationships and onboarding for pharmacy benefit accounts.
Employee Benefits Client Account Manager
Employee Benefits Account Manager ensuring client deliverables and customer satisfaction. Collaborating with Account Executives and managing projects while supporting overall client retention.
HVAC Channel Account Manager
Channel Account Manager for HVAC partners facilitating the adoption of Palmetto LightReach Finance program. Engaging in partner training, recruitment, and support to achieve sales goals.
Regional Partnerships Manager
Regional Partnerships Manager engaging with K-12 school districts to implement literacy solutions. Building relationships and driving district-level sales with a consultative approach.
Travel Industry Partnerships Manager – Americas
Travel Partnerships Manager driving relationships and growth in US distribution for Mr & Mrs Smith. Managing partnerships with travel advisors while optimizing performance and strategy in the travel industry.
Account Manager, Urology
Urology Account Manager responsible for generating new revenue and managing key accounts at Accendra Health. Collaborating with teams to enhance healthcare accessibility and deliver targeted sales solutions.
Sales Account Manager – Kollmorgen Products
Area Sales Manager driving growth across customer accounts for Kollmorgen products. Focus on developing new OEM and machine builder relationships with up to 50% travel.
Account Manager
Account Manager at Integrate managing strategic customer relationships. Responsible for driving growth, adoption, and renewals for enterprise marketing teams.
Manager, Public Sector Account Management – SLED, FED
Manager of Public Sector Account Management leading SLED & FED teams at Keeper Security. Overseeing sales activities to inspire achievement of sales targets in cybersecurity market.