Description
The Account Manager develops deep customer knowledge and strong relationships to drive client retention and identify new sales opportunities across a portfolio of low-to-medium complexity/priority accounts.
Key Responsibilities:
- Act as primary relationship owner for assigned accounts, maintaining and growing revenue
- Develop and execute go-to-market plans aligned to sector and territory priorities
- Build strong understanding of clients' business environments and commercial challenges
- Manage full sales cycle competently, from opportunity identification to close
- Complete and maintain Account Plans, ensuring current and consistent use across the team
- Maintain accurate pipeline data and forecasting hygiene in Salesforce
- Lead annual price increase process for assigned portfolio
- Follow structured sales process suited to standard product and service offerings
- Apply customer lifecycle framework to drive strong renewal execution and minimise cancellations
- Engage credibly with industry stakeholders and peers
- Deliver against agreed gross sales and cancellation targets
Qualifications & Experience:
- Solid product and workflow knowledge, preferably in insurance/corporates sector
- Proven experience in account management, sales, or client relationship roles, ideally in financial data, information services, or insurance markets
- Strong organisational skills, with experience maintaining CRM systems and account planning documentation
- Good commercial acumen, including experience with pricing and renewal processes
- Professional certifications relevant to the sector an advantage
Key Skills:
- Relationship management and client retention
- Sales cycle management and pipeline discipline
- Commercial/pricing awareness
- Communication and stakeholder engagement
- Salesforce/CRM proficiency