Client Account Manager (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Client Account Manager (Fintech): Driving revenue growth across a large portfolio of existing and dormant B2B clients with an accent on proactive outbound engagement and reactivation of trading activity. Focus on cross-selling financial solutions, including FX, corporate cards, and spend management, while building long-term relationships with finance leaders and business owners.
Location: Sydney, Australia (Hybrid)
Company
is a leading global financial operations company providing businesses and accounting firms with real-time financial control and cross-border payment solutions.
What you will do
- Execute high-volume outbound engagement via phone, email, and virtual meetings to re-engage dormant clients.
- Drive cross-sell and upsell opportunities across FX, corporate cards, and spend management products.
- Build and maintain relationships with finance leaders, business owners, and key decision-makers.
- Translate client needs into tailored financial solutions and value-based outcomes.
- Maintain accurate pipeline management, forecasting, and CRM records in Salesforce.
- Consistently achieve and exceed activity, engagement, and revenue targets.
Requirements
- 2.5+ years of experience in Account Management, Business Development, or Relationship Management within B2B SaaS, FinTech, or Financial Services.
- Proven track record of success in upselling, cross-selling, and outbound sales in a target-driven environment.
- Strong consultative sales approach with the ability to uncover needs and tailor solutions.
- Confident using SaaS tools and CRM systems, with a preference for Salesforce.
- Excellent verbal and written communication skills with the ability to build trust quickly.
- Post-secondary degree or diploma in a related field or equivalent professional experience.
Culture & Benefits
- Attractive compensation and benefits package.
- Hybrid work model supporting flexibility and work-life balance.
- Inclusive, diverse, and non-hierarchical culture that values innovation and initiative.
- Strong career development pathways across sales, account management, and leadership functions.
- Comprehensive parental leave (16 weeks) and birthday leave.
- Access to leadership training, internal mobility, and online learning resources.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →