The National Account Manager for Financial Services will be responsible for managing and growing strategic relationships with key national accounts within the financial services sector. This role demands a deep understanding of financial products and services, along with a strong ability to build and maintain relationships with senior-level stakeholders. The ideal candidate will have a proven track record in sales, account management, and a strong grasp of the financial services industry.

Key Responsibilities:

Account Management:

- Serve as the primary point of contact for assigned national accounts within the financial services industry.

- Develop and implement strategic account plans to achieve sales targets and grow account revenue.

- Foster long-term relationships with key decision-makers and stakeholders within client organizations.

Sales Strategy & Execution:

- Identify and pursue new business opportunities within existing accounts and across the financial services market.

- Collaborate with internal teams to tailor solutions that meet client needs and align with company offerings.

- Negotiate contracts, pricing, and terms to ensure mutually beneficial agreements.

Client Relationship Management:

- Maintain regular communication with clients to understand their evolving needs and ensure high levels of customer satisfaction.

- Act as a trusted advisor, providing insights and recommendations to help clients achieve their business objectives.

- Resolve any issues or concerns promptly, ensuring a positive client experience.

Market & Industry Analysis:

- Stay informed about industry trends, competitive landscape, and regulatory changes affecting the financial services sector.

- Provide market intelligence and feedback to internal teams to inform product development and marketing strategies.

Reporting & Performance Tracking:

- Monitor and report on account performance, including sales metrics, customer satisfaction, and revenue growth.

- Prepare and present regular updates to senior management on account status and growth opportunities.

Qualifications:

Experience:

- Minimum of 5 years of experience in sales, account management, or business development within the financial services industry.

- Proven track record of managing large, complex accounts and achieving sales targets.

Industry Knowledge:

- Deep understanding of financial products, services, and market dynamics.

- Familiarity with regulatory requirements and compliance issues in the financial services industry.

Skills:

- Strong communication, negotiation, and interpersonal skills.

- Ability to think strategically and develop long-term account plans.

- Proficiency in CRM software and other sales tools.

Education:

- Bachelor’s degree in Business, Finance, Marketing, or a related field; MBA or equivalent experience is a plus.

What We Offer:

Compensation:

- Competitive base salary with performance-based bonuses.

Benefits:

- Comprehensive benefits package including health, dental, vision, and retirement plans.

Professional Development:

- Opportunities for continuous learning and career advancement.