Account Manager -Trading at Iress

Accountabilities & Deliverables

• Retain client revenue through structured and constant client and user engagement.
• Be able to identify and close out on new revenue opportunities at clients for both existing and new product/solutions.
• Articulate Iress roadmaps/enhancements (Product, Technology, Strategy etc.) eloquently to clients/users at all levels.
• Work with business owners and corporate account specialists to understand the business strategic roadmap and create and implement a client strategy roadmap.
• Introduce and drive additional campaigns with existing client base to drive new revenue and keep Iress relevant at the clients.
• Meet and exceed agreed revenue targets.
• Engage with clients regularly and in line with an agreed, structured engagement model
• Generate leads, new sales and commercial proposals
• Manage billing for client base. Ensure commercial proposals are approved, correctly documented and entered into the billing process and handle any client billing queries. This requires engagement with Finance and other account managers to ensure the correct and consistent client billing structure is applied.
• Making things happen, by having a keen sense of urgency and can do attitude, with deep desire to provide a great customer experience.
• Owns the customer, by maintaining a strong sense of urgency and overall accountability.
• Bringing multiple facets together, with extensive experience of managing complex solution delivery at clients.
• Experience of coordinating multiple major or smaller projects, with active engagement with relevant delivery teams.
• Responsible for the overall client experience throughout the project(s) by juggling and prioritising items.
• Prioritise and coordinate projects, quality and timely delivery according to budget, and in line with stakeholder expectations
• Oversee solution implementation to ensure delivery as per client expectations. This requires collaboration and regular engagement and communication with business owners.
• Ensure that the users are sufficiently skilled in the use of the relevant Iress products and are kept up to date on new features and enhancements.
• Present product demos and front end user training as and where required.
• Negotiate client contracts and commercials to be approved by the Head of Sales and Client Services.
• Own each of their respective clients end to end and facilitate the coordination of people internally where relevant i.e. product, business etc.

What you must have:

• Understanding of Client Business Environment and technology requirements.
• Experience in the Financial Advice Business Industry.
• Industry and competitor awareness.
• Experience working with software and technology including training/coaching users on new products.
• Must be able to prioritise and meet deadlines.