SWBC

Account Manager

SWBC

full-time

Posted on:

Location Type: Remote

Location: California • United States

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Salary

💰 $57,148 - $114,296 per year

About the role

  • Builds and maintains strong, long-lasting relationships with large-sized clients, becoming their trusted advisor.
  • Identifies growth opportunities within client accounts and develops strategies to maximize revenue and profitability.
  • Stays up to date with our products and services to effectively present them to clients and address their inquiries.
  • Develops account plans and strategies that align with the company's objectives and client needs.
  • Works closely with internal teams, including Sales, Marketing, and Product Development, to ensure seamless client experiences.
  • Addresses and resolves client issues or concerns promptly and effectively, ensuring a positive client experience.
  • Provides regular reports on account status, revenue forecasts, and market trends to management.
  • Strives for the success and satisfaction of clients, ensuring they receive maximum value from our offerings.
  • Applies critical thinking skills to analyze client challenges, identify root causes, and develop innovative solutions that align with the company's goals and client objectives.
  • Auto or air travel to designated top clients within assigned territory, to also include prospective clients.

Requirements

  • Bachelor’s degree in business, Marketing, Finance, or a related field is typically required.
  • At least 2-3 years of relevant experience in account management, sales, or a related customer-facing role.
  • Knowledge of financial services, risk management, or related fields is a plus.
  • Strong written and verbal communication skills.
  • The ability to analyze issues, identify solutions, and implement them to meet client needs.
  • A deep commitment to understanding and meeting client needs, along with a focus on customer satisfaction.
  • Excellent interpersonal and relationship-building skills to establish and maintain trust with clients and colleagues.
  • Adherence to high ethical standards and a commitment to compliance with industry regulations.
  • The ability to work independently and stay motivated to achieve goals and targets.
Benefits
  • Competitive overall compensation package
  • Work/Life balance
  • Employee engagement activities and recognition awards
  • Years of Service awards
  • Career enhancement and growth opportunities
  • Emerging Professionals and Mentor Program
  • Continuing education and career certifications
  • Variety of healthcare coverage options
  • Traditional and Roth 401(k) retirement plans
  • Lucrative Wellness Program
Applicant Tracking System Keywords

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

Hard Skills & Tools
account managementsalesfinancial servicesrisk managementstrategic planningrevenue forecastingmarket analysisclient relationship managementproblem solvingcritical thinking
Soft Skills
communication skillsinterpersonal skillsrelationship buildingcustomer satisfactionindependencemotivationethical standardsclient needs analysisteam collaborationclient issue resolution
Certifications
Bachelor’s degree