Account Manager

1 week ago

Salt Lake City, United States Now CFO Full time
Job DescriptionJob Description

About Us

Now Capital Partners is a full-service investment bank specializing in growth capital, M&A, debt, and long-term capital attainment. We collaborate directly with entrepreneurs and founders to navigate valuation milestones tailored to their specific exit timelines. Our approach involves strategizing and reverse-engineering clear, concise, and achievable exit plans, providing comprehensive support throughout every stage of the business lifecycle.

The Role

As an Account Manager at Now Capital Partners, you'll serve as a key liaison between the firm and our clients, reporting directly to the VP of Operations. Your primary responsibility is to ensure the highest level of client satisfaction by managing relationships, understanding their needs, and facilitating the delivery of our services. You'll play a vital role in identifying opportunities for business expansion, managing account budgets, and fostering long-term client partnerships. Your expertise will be instrumental in guiding clients through our suite of offerings and maximizing their value from our services.

Responsibilities

  • Provide exceptional client service, maintaining regular communication and identifying opportunities for upselling additional services.

  • Act as the primary point of contact for clients, coordinating internal resources and external stakeholders to deliver projects on time and within budget.

  • Conduct client meetings and research to gather necessary information, ensuring alignment with project objectives.

  • Monitor account budgets and contribute to overall company profitability goals.

  • Facilitate training sessions (Roadmaps) as needed, ensuring clients are equipped with the knowledge to leverage our services effectively.

  • Represent Now Capital Partners at industry events and meetings as needed, cultivating new business relationships.

  • Review client deliverables for quality assurance, ensuring consistency in content, design, and presentation.

  • Identify opportunities for process improvements, both internally and externally, to enhance the client experience.

Qualifications

  • Bachelor's degree in Business Administration, Marketing, Finance, or equivalent experience.

  • Exceptional written and verbal communication skills.

  • Proficiency in Microsoft Office suite.

  • Strong organizational skills and attention to detail.

  • Experience in client relationship management or account management roles.

Bonus Points

  • Proficiency in Adobe Creative Suite, particularly InDesign.

  • Experience with CRM software.

  • Sales or marketing experience in financial services or related industries.

Our Team

At Now Capital Partners, we foster a dynamic and collaborative environment where expertise meets innovation. Our team is comprised of driven individuals who thrive on delivering impactful solutions to our clients. If you're passionate about building lasting client relationships and driving business growth, we invite you to join us in shaping the future of finance.

#IND2

#LI-CS1

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