The Ideal Candidate We are looking for a candidate with several years' experience managing FI client relationships at an operational level. A background in B2B client support would be beneficial. Experience in the fintech space is preferred. The ideal candidate is a problem-solver with a hands-on approach and strong communication skills. Being well organised and a systemic thinker is essential. The Role Entersekt's Essentials Account Manager will manage Entersekt's relationships with a portfolio of existing financial services clients. Your primary focus is ensuring the clients' operational needs are being met. This entails monitoring support activity, managing any client escalations, ensuring reports are distributed timeously, arranging any meetings requested by the client, managing standard contractual renewals, following up with clients on aged invoices, identifying clients with potential cross sell or growth opportunities and enusring proper adoption of Entersekt solutions. and identying clients with potential cross sell or growth opportunities, etc. Responsibilities: Manage a large portfolio of smaller clients, taking responsibility for the relationship in its entirety.Oversee key account management best practices, coordinate activities, and measure progress.Work with clients to understand their procurement processes and project timelines.Monitor and manage standard renewals, apply annual increases, track the invoicing cycle, follow up on aged accounts etc.Provide accurate reporting and forecasting for each of the portfolio of clients via Salesforce.Assist with client surveys, NPS programmes and other client satisfaction tools to measure how well the clients' needs are being met.Assist Sales by providing any relevant leads for cross- or upsell of Entersekt products, including setting up introductions to client stakeholders, providing client context and supporting the Salesperson through the sales process.Identify and work with cross functional stakeholders to identify and implement tools and processes that will help us scale (automated client reporting and tracking, client success tools, BI reports, etc).Skills and Experience Successful candidates for this role will generally possess the following qualifications and skills:
Relevant tertiary education, Bachelor's degree preferred.Experience working with FI and banking clients and solving for their needs with a technology product offering. Either:5+ years client support experience in banking or other financial services or in the fintech space1-2 years' experience directly managing client accountsSolid understanding of Entersekt's operating model, commercial framework and product offering.Personality Attributes An organised and systemic thinkerAnalytical, proactively identifying challenges and optimisation opportunitiesAbility to problem-solveStrong communication skillsHigh energy levels and resilience are key to being successful in an exciting and fast-growing fintech like Entersekt.
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