Account Manager – FS
Cloud Software Group
full-time
Posted on:
Location Type: Remote
Location: United Kingdom
Visit company websiteExplore more
Tech Stack
About the role
- Manage and develop relationships within an assigned portfolio of FSI accounts, building trust with business and technical stakeholders over time.
- Establish and maintain relationships with senior decision-makers and influencers across IT and Lines of Business.
- Develop a strong understanding of each customer’s business strategy, operating model, and technology landscape.
- Act as a consistent point of contact for customers, ensuring alignment between customer objectives and internal teams.
- Support the development and execution of account-based strategies that drive recurring growth and expanded adoption within existing customers.
- Identify new use cases, expansion opportunities, and cross-functional needs by understanding customer priorities and KPIs.
- Contribute to account plans, opportunity strategies, and customer business reviews in partnership with senior account leaders.
- Help translate customer needs into clear value propositions and business outcome-focused proposals.
- Participate in complex sales cycles, supporting negotiations, presentations, and executive discussions.
- Coordinate internal resources such as Solutions Engineering, Architects, Product Management, Customer Success, and partners to support customer engagements.
- Maintain accurate account information, pipeline visibility, and forecasting inputs.
- Build foundational knowledge of FSI industry trends, regulatory considerations, and common transformation initiatives (e.g., digital banking, claims modernization, fraud prevention, risk and compliance).
- Demonstrate an understanding of how technology supports business outcomes in regulated environments.
- Act as the voice of the customer internally, sharing insights with Sales, Product, and Customer Success teams.
- Support participation in customer briefings, executive workshops, and industry events.
Requirements
- At least 8 years of experience in technology sales, account management, or customer-facing commercial roles.
- Experience working with Financial Services and/or Insurance customers.
- Demonstrated ability to build and maintain trusted relationships with customers and internal stakeholders.
- Strong communication skills with the ability to articulate business and technical concepts clearly.
- Experience supporting complex, multi-stakeholder sales processes.
- Comfortable working in a matrixed team environment and collaborating across functions.
- Organized, detail-oriented, and able to manage multiple accounts and priorities effectively.
- Fluent verbal and written English communication skills required, additional European languages advantageous.
- Exposure to SaaS, cloud, digital workplace, automation, analytics, or enterprise software solutions preferred.
- Bachelor’s degree in Business, Finance, Technology, or a related field preferred.
Benefits
- Equal Employment Opportunity (EEO)
- Reasonable accommodation due to a disability during application process
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
technology salesaccount managementcustomer-facing rolesSaaScloud solutionsdigital workplaceautomationanalyticsenterprise software
Soft Skills
relationship buildingcommunication skillsarticulating conceptscollaborationorganizational skillsdetail-orientedmanaging priorities
Certifications
Bachelor’s degree in BusinessBachelor’s degree in FinanceBachelor’s degree in Technology