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Altrata · 1 day ago

Senior Account Manager

NYC Metro Area

Full-time

Hybrid

Senior Level

$205K/yr - $230K/yr

7+ years exp

Altrata is a global leader in people intelligence, and they are seeking a Senior Account Manager to maintain and upsell accounts within influential Financial Institutions and Investment Banks. The role involves building relationships, demonstrating value to clients, and achieving monthly targets while using CRM tools effectively.

Information ServicesSoftwareWeb Development

Hiring Manager

Megan Ramirez

Responsibilities

Maintain an existing mid-market BoB, integrating yourself as a trusted partner with existing clients

Demonstrate the value of expanding their relationships to key stakeholders within your BoB

Utilize and maintain an organized CRM (Salesforce)

Respond to and follow up on client enquiries in a timely manner

Upsell and see the process through to completion of renewal

Align and drive initiatives with company goals

Achieve monthly targets on a cumulative basis

Qualification

Account managementSales skillsRelationship buildingSaaSFintechResearch skillsNetworkingListening skillsOrganizationCommunication skillsPresentation skillsSelf-motivatedPositive attitude

Required

7 years account management experience with consistent success meeting or exceeding renewal and upsell objectives with software products and technical solutions into the Financial Services space

Experience working with and selling into Investment Banks, and Financial Institutions

Experience building and developing rich, lasting relationships with clients

Ability to work in person at our NYC office 1-2 days per week. For candidates outside of the TriState area, ability to travel to NY on a monthly basis

Are Client Obsessed!

A familiarity with solution-based approaches to selling, excellent presentation and listening skills, organization, and contact management capabilities

Ability to interact from C-Suite to Associate level

Experience with SaaS and fintech products a strong plus

Hard working with a positive attitude, strong work ethic, ability to work under pressure and independently

Self-motivated and able to prove this based on previous performance

Motivated by the desire to constantly learn in a changing environment and actively contribute to a dynamic team structure