Client Relationship Manager – Banking & Investments
Bank of America
Job Level
Mid-LevelSenior
About the role
- Develop and implement effective account management strategies to achieve corporate revenue objectives for our enterprise accounts.
- Directly manage and nurture a named account list and develop account plans for winning and expanding business with enterprise accounts.
- Lead quarterly business reviews with executive level decision makers and key influencers that focus on driving expansion and identifying new growth opportunities.
- Cultivate deep relationships with key enterprise accounts, acting as an advisor and partner. Identify and capitalize on upsell and cross-sell opportunities, expanding relationships to increase revenue.
- Drive revenue growth within your book of business for quota attainment
- Work closely with the customer success team to drive customer retention and satisfaction
- Stay informed of industry trends, competitor activities, and market demands to strategically position the company’s products and solutions to potential customers.
- Work closely with Marketing, Product, and Customer Success teams to ensure alignment of messaging, product fit, and customer satisfaction.
- Regularly track and report on key account management metrics and performance against targets. Use data-driven insights to make adjustments and continuously optimize strategies.
Requirements
- 5+ years of enterprise/strategic account management experience, preferably within the payments or technology sector.
- 3+ years of experience supporting the professional services segment, preferably the legal and accounting market segments
- Ability to develop and execute effective account growth strategies, with a deep understanding of sales cycles for complex enterprise solutions.
- Strong commitment to understanding and addressing customer needs to drive business outcomes and foster long-term partnerships.
- Demonstrated success in achieving revenue growth.
- Experience successfully managing up, with a strong track record of influencing and aligning with senior leadership.
- Proven ability to build collaborative relationships to meet shared goals
- Excellent communication, organizational and presentation skills
- Team player attitude who also enjoys and thrives in healthy competition
- Self-motivation to learn fast and pivot as the business develops
- High degree of emotional intelligence.
- Demonstrated experience leveraging AI tools and technologies to improve workflows, enhance decision-making, or drive innovation.
- Travel to client sites and conferences. 20% - 30%
- This position is preferred to sit in Austin, Texas
