KBS - Kellermeyer Bergensons Services, LLC

Strategic Account Manager – Financial Services

KBS - Kellermeyer Bergensons Services, LLC

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Salary

💰 $120,000 - $150,000 per year

Job Level

SeniorLead

Tech Stack

ERP

About the role

  • Act as senior point of contact with customers and establishes productive, professional relationships with key personnel at the account
  • Understands the scope of work for financial services organization, translates that scope into priorities for the operational teams, monitors those KPIs and drives action plans as required
  • Meet assigned sales quota and expectations for profitability for assigned accounts, independently or in partnership with the Sales and Operations team
  • Meet budgeted gross profit margin dollars and percentages for assigned accounts in partnership with the Operations team
  • Achieve strategic customer objectives defined by company management
  • Complete strategic customer account plan and maintain on a quarterly basis
  • Establish proactive, ongoing contact management program with each echelon of the customer organization, including site, regional and headquarter levels of the customer organization
  • Work with and through the company SAM program leadership, field operations, customer service, finance, accounting, and sales teams to deliver service and growth
  • Monitor and assist with client billing and collection issues
  • Submit the QBR agenda, content and report prior to the meeting to SAM program leadership
  • Direct the traffic of information between customer and company operations and other functional departments involved in rollout and account maintenance activities
  • Review client-directed processes and procedures or changes to the program and identify financial considerations
  • Update customer notes and other information in related CRM/ERM and other databases as needed (e.g. Salesforce); monitor information in systems for proper response and action
  • Review and analyze the weekly Executive reports generated by the Customer Support team address and, or, support, any major concerns or issues in the trends
  • Proactively assess, clarify, and validate customer needs and related performance data on an ongoing basis, and communicate trends, opportunities and progress
  • Be the accountable point person with all rollouts of new business within the account
  • Lead solution development efforts that best address customer needs, while coordinating the involvement of all necessary company personnel

Requirements

  • 10 years of strategic account management, sales, or related experience in the financial services industry
  • Knowledge of facilities (janitorial services and building maintenance service) for financial services industry
  • Understanding of account management processes and components of facility operations
  • Strong CRM/ERP (Salesforce etc.) software and related technology knowledge
  • Knowledge of MS Office products including experience working with Excel (pivot tables, filtering, etc)
  • Ability to identify and drive account growth
  • Ability to prepare and present oral presentations to leadership and customers
  • Strategic planning and execution
  • Problem solving and conflict management
  • Ability to work under pressure and perform tasks with strict deadlines
  • Demonstrated problem-solving skills with experience leveraging data to provide business insights and recommendations
  • Ability to travel domestically
Benefits
  • Medical, dental, vision insurance
  • Prescription drugs
  • Paid Time Off
  • Paid Holidays
  • Sick Time
  • Life Insurance
  • Short Term Disability – Employer paid
  • Long Term Disability
  • Supplemental Health Insurance (E.G., Accident)
  • 401k plan with a match or Non-qualified Deferred Compensation Plan
  • Pet Insurance
  • PerkSpot Discount Program – discounts on travel, gyms, cell phones, restaurants, auto, apparel & electronics

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
strategic account managementsalesfinancial servicesfacilities managementaccount management processesdata analysisstrategic planningproblem solvingconflict managementpresentation skills
Soft skills
relationship buildingcommunicationleadershiporganizational skillsability to work under pressuretime managementproactive assessmentcollaborationcustomer needs assessmentdriving account growth