Financial Solutions Consultant
hace 3 días
Company Overview: At RavenPack, we are pioneers in developing cutting-edge AI tools for the finance industry. With 20 years of experience as a leading provider of big data analytics for financial services, we empower our clients – including top hedge funds, banks, and asset managers – to enhance returns, reduce risk, and boost efficiency by integrating public information into their models and workflows.
About Us: Building on our expertise, we have launched a new suite of GenAI and SaaS services designed specifically for financial professionals. Our innovative approach transforms financial decision-making through state-of-the-art AI and unique data sets. As the global leader in data analytics for financial services with over 20 years of experience, we are recognized as the frontrunner in the field of Alternative Data.
Salary: This role offers an estimated annual salary of $110,000 - $130,000, commensurate with experience, based on national averages.
Job Description:
Account Manager is a critical role that involves nurturing and expanding relationships with key clients. Your primary goal is to support and enhance our clients' experience by understanding their needs and ensuring they fully leverage our products and services to drive their success.
Responsibilities:
- Build and strengthen relationships with key enterprise and mid-market clients, delivering exceptional customer service.
- Conduct thorough onboarding sessions for new clients, facilitating seamless integration of our solutions into their workflows.
- Identify opportunities to upsell additional services aligned with client needs and drive increased engagement.
- Develop a deep understanding of clients' organizations, objectives, and workflows to maximize the value of our products and services.
- Collaborate with internal teams to address client needs swiftly, ensuring consistent high-quality service.
- Track account health and proactively address potential issues to ensure long-term client satisfaction and retention.
Requirements:
- Proven experience in Account Management, preferably within a SaaS or Fintech environment.
- Strong communication and relationship-building skills, with the ability to navigate complex client organizations.
- Proficiency in CRM tools like Salesforce and a solid understanding of customer success best practices.
- Analytical skills to assess client needs and recommend tailored solutions.
- Bachelor's degree in Business, Finance, or a related field, or equivalent professional experience.
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