Senior Account Executive

BASIC FUNCTION 

Senior Account Executive reports to the VP of Client Experience and is responsible for overseeing and managing their assigned clients. The role will include developing strong relationships with clients and connecting with key business executives and stakeholders. The Senior Account Executive is responsible for the overall management of the client relationship and will coordinate and lead strategic as well as tactical planning sessions with client leadership. This position requires an experienced Account Executive who is the primary strategic contact for all assigned clients, and is further responsible for managing cross-functional internal relationships required to support clients and achieve established team and corporate goals.

SENIOR ACCOUNT EXECUTIVE RESPONSIBILITIES

Facilitate, plan and organize telephone and in-person client meetings.

Develop strong relationships with clients, connect with key business executives and stakeholders.

Update and distribute operational metrics and benchmarks used to measure client health (adoption, usage, satisfaction, retention, etc.).

Assist with challenging client requests or issue escalations as needed, involving the appropriate client and internal teams.

Complete assigned processes related to client on-boarding, training, renewals and retention.

Drive new business growth through expansion and up-sell initiatives with assigned clients.

Work to attain assigned goals for sales qualifications and client retention.

Work alongside Product and Operations teams to improve service and product offerings.

ESSENTIAL FUNCTIONS

Manage and develop trusted advisor relationships with clients and colleagues.

Partner with clients to understand their business goals and strategies and provide strategic direction and creative strategies that help them achieve their business objectives.

Support and follow the vision, discipline, guidelines, and best practices established for account management.

Monitor progress of client relationships across all assigned clients and provide necessary updates to Client Services leadership to address issues or problems that may arise.

Provide regularly occurring meetings such as bi-weekly client partner meetings and annual onsite partner meetings.

Other duties and/or special projects as assigned.

POSITION SPECIFICATIONS

Education/Experience: Bachelor’s Degree. In lieu of degree, five years of experience in directly managing client relationships.

KNOWLEDGE, SKILLS, and ABILITIES

Strong leadership and communication skills

Success building and growing client relationships and achieving client business goals

Adept at navigating client feedback and maintaining positive relationships

Strong business acumen 

Strong communication and presentation skills with the ability to communicate at all decision-making levels

Ability to manage day-to-day relationships with clients and various internal stakeholders

Able to multitask, prioritize, problem solve and work independently

Proven ability to exercise good judgment and independent discretion regarding client initiatives and other company-related efforts

Excellent problem-solving skills

Team player, flexible and fast thinker, especially during critical or stressful times

Financial services experience preferred