Description
We're transforming financial services through bold innovation and relentless execution.
As an Intermediate Account Manager, you will own some of our most significant relationships: mid-sized to large clients including JSE-listed groups, banks and large professional firms.
Responsibilities
- Own renewals and expansion across your portfolio, bringing every client to renewal satisfied and ready to grow
- Build a success plan with each client that maps our capabilities to their business goals
- Drive adoption so clients use every licence and see the full value of their investment
- Lead executive business reviews and build relationships from the C-suite down
- Spot risks to client outcomes early and put clear mitigation plans in place
- Identify upsell and cross-sell opportunities and partner with business development to close them
- Coordinate across compliance, onboarding, product, support engineering and finance to resolve issues end to end
- Guide clients through cultural, technical and process change
- Bring client insight into product conversations and share best practice internally and externally
- Use AI tools to automate routine work and sharpen your decisions
Requirements
- A bachelor's degree
- 3+ years of relevant experience, or an equivalent combination of experience, education and superior performance
- Experience planning and prioritising across a portfolio of accounts
- Credibility as an advisor and coach, especially through change, and confidence leading meetings and workshops
- Excellent written and verbal communication, with the confidence to navigate conflict and foster honest dialogue
- Strong business acumen and a solution-focused approach
- Sharp organisation and attention to detail when priorities compete
Nice to Have
- Sales experience
- AML and FICA knowledge
- Salesforce or other CRM experience
- A financial services or SaaS background
Benefits
- Discovery medical aid (Classic Delta Saver), premium paid by nCino
- Retirement fund with employer contribution
- Life, severe illness and funeral cover
- 20 days' paid time off plus volunteer days
- Enhanced maternity and parental leave
- Employee Stock Purchase Plan
- Employee Assistance Programme for you and your family