A Strategic Account Manager plays a critical role managing accounts that are key to the future success of the company. In this role you will ensure that clients derive the maximum value from CFRA's service by developing and implementing customized engagement strategies. The Account Management team works with the Sales, Research, Product, Marketing and Sales Operations Teams to develop an in-depth understanding of each client’s requirements and tailors’ solutions using CFRA content, products, and expertise to meet the client’s needs.
· Manage key wealth management accounts in designated region· Achieve assigned strategic account objectives · Establish strong, long-term client relationships · Engage with major clients regularly and respond to specific queries· Suggest solutions and innovative ideas to meet client needs · Handle concerns and problems efficiently and effectively· Act as the liaison between key customers and internal teams· Monitor the health of accounts and provide timely and accurate forecasting · At least 5 years’ worth of experience as a Strategic Account Manager, Key Account Manager or within a Strategic Sales role in the financial services industry, preferably wealth management· Hands-on experience with CRM and Account Management systems (preferably Salesforce) · Collaborative work ethic· Understanding of sales performance metrics· Excellent communication and interpersonal skills with a strong client relationship aptitude· Strong negotiation skills with a problem-solving attitude · Demonstrated commitment to customer service· Previous experience in a Research environment is highly preferred · Availability to travel as needed
- 20 days of Vacation
- 8 Sick Days
- 1 paid volunteer day
- 10-11 Holidays a year
- Health, Dental, & Vision Insurance
- Company paid Life & Disability Insurance
- Competitive Pay
- Annual Performance Bonus
- 401K Match
