Account Manager

Department: Account Management

Employment Type: Full Time

Location: Remote US

Description

The Account Management team is responsible for the successful renewal and growth of CFRA’s existing clients.  In addition to renewing the business in place, Account Managers should develop strong relationships with key contacts at each account, understand the goals and initiatives of each account, think strategically about ways in which CFRA can help each client achieve their goals by utilizing our products & services, and identify areas for potential account growth. Account Managers should work cooperatively with all departments at CFRA to ensure client expectations are exceeded and account goals are met.

Key Responsibilities

THE ROLE

We are looking for an Account Manager to join our Account Management Team.  The successful candidate will support the team servicing existing accounts through:

• Account Strategy Development & Execution
• Relationship Development
• Revenue Retention & Growth
• Cross-Selling Initiatives

THE CANDIDATE

This role would suit a qualified individual with 3-5 years of account management or sales experience in the financial services industry in a client-facing position.

Skills Knowledge and Expertise

 DESIRED SKILLS & CHARACTERISTICS

• Collaborative work ethic
• Polished verbal and written communication skills
• Demonstrated commitment to customer service
• Facility with data analysis
• Proficiency with Excel required
• Familiarity with financial markets and investment research
• Experience with Salesforce highly valued

EDUCATIONAL REQUIREMENTS

• Bachelor's degree - financial major preferred

Benefits

• 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
• Quarterly Bonus Pay
• 401K Match