Our Senior Management has decided to set up account management teams to support Strategic client accounts. This position will report to and take direction from a Director Account Manager. The key justification is that the clients being managed by the team provide a major percentage of our revenue. This team will be responsible to address issues, guide new program launches and most importantly, ensure that the client meets projected revenue plan.
Key responsibilities:
- Manage day-to-day client issue including, support item follow up, respond to Client requests, create and update Action Register and review daily tracking reports.
- Manage development requests and monitor support issues for timely completion
- Responsible for creating/maintaining documentation for client meetings
- Assist the Director in creating/managing detailed account plan w/monthly revisions and quarterly updates
- Assist the Director with developing/managing 2-year revenue plan with monthly revisions and quarterly updates
- Identify and manage sales opportunities for assigned clients – update and maintain all opportunities in Saleforce
- Identify cross-selling opportunities for other i2c products/services to drive incremental revenue
1st Quarter Goals
Create definitive roles & responsibilities for each member of this new team
Manage Business Development tickets
Update Salesforce weekly with updates to opportunities and contacts
Maintain group service levels for client response and request turn around
2nd Quarter Goals
All 1st Quarter Goals
Create FY2018 revenue and account plans
Maintain FY2017 revenue and AR collections
1st Year Goals
Client satisfaction level at or above 8.5
Meet revenue plan
Retain 100% of clients
Maintain 95%+ service quality standards
DESIRED COMPETENCIES:
Education : BA/BS required, MA/MS preferred
Experience: 4-7 years in Financial Services or related industry
4-7 years in Financial, Technical Services, Software Services or related industry , strategic clients w/technology company and/or bankcard industry background preferred
1-2 years in a technology position with the ability to understand and effectively communicate technical responses to all levels of a client’s management team
Must be able to work with various internal cross functional teams and with all levels of the client’s management team
Specific Tools, Technologies or Equipment Skills.
- Native English language skills – ability to speak any other languages a plus
Exposure to agile/waterfall software processing, cloud technology, web services
Ability to embrace technology
Ability to work any shift
Proficient with technology including but not limited to MS Word, Excel, Power point and Sale-force
工作详细内容
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