Junior Account Manager- Financial Software recruitment
General Summary
The primary responsibility of the Account Manager is to manage Ipreo's existing and growing client base, which includes supporting the BD Corporate product and serving as the primary contact for all relevant Ipreo products and partnership integrations. Account Managers follow proactive account management strategies to support clients in the following areas: training sessions, leading on-site meetings and account reviews, offering continuing product education, presenting best practices for Investor Relations workflow, and delivering extraordinary customer service via email and phone communication.
Principal Duties and Responsibilities
- Exceed customer's expectations by providing extraordinary service for all customer requests.
- Provide training and assistance to client base through training sessions, presentations, and inbound customer contact.
- Understand the Investor Relations industry and the job functions of your clients in order to become an invaluable resource to your clients.
- Troubleshoot client issues and work with internal groups to solve client problems.
- Meet travel expectations for on-site client meetings
- Continuously work to promote the Bigdough products and identify sales opportunities.
- Analyze sales pipeline data related to market needs and support management reporting
- Analysts will have significant exposure to all levels of management within Ipreo and will regularly interact with the CEO's and CFO's of our client.
Knowledge, Skills, and Abilities Required
• 1-3 years client account management or relevant industry experience i.e. Finance/Sales.
• Detail oriented
• Excellent communication and writing skills, outstanding customer service orientation
• Ability to Multi-task
• Ability to work in a team environment.
• Exceptional organizational ability
• Self Motivated
• Financial Industry knowledge (preferred)
• Ability to work with all levels of management
• Creative Problem Solving
• Word, Excel proficiency
• Bachelor's degree