Account Strategist

Job Title: Account Strategist

Company: Finastra USA Corporation

Job Summary:

We are seeking an experienced Account Strategist to join our team. As an Account Strategist, you will be responsible for developing and executing account strategies to drive client retention and growth within a defined portfolio of accounts and/or territory.

Key Responsibilities:

• Establish a joint strategy and plan for the named accounts to drive the continued investment and expansion of existing Finastra products and the identification of new opportunities for growth across Finastra products and solutions.
• Build strong and positive relationships with clients at various levels, including executives across business and IT domains, maintaining regular touch points.
• Lead and collaborate the extended Finastra team for account planning, new project opportunities, and to ensure business objectives and customer expectations are met.
• Establish and maintain a deep understanding of the client operating environment, their business objectives, strategic initiatives, key stakeholders, and influencers in the relevant business domains.
• Identify new sales opportunities and build a pipeline for Finastra products and services, engaging and supporting internal stakeholders such as Solution Consultants and/or Sales Executives to advance the sales pursuit to close.
• Act as a point of escalation for client resolution on issues, ensuring client challenges are resolved in a timely and professional manner and comply with agreed-upon Service Level Agreements.
• Establish regular business update meetings with appropriate client personnel to provide visibility to Finastra products and solutions and align to client initiatives.
• Ensure and maintain sales forecasting data in sales reporting systems to allow for opportunity management and reporting, close business to meet forecast commitments and sales quotas.
• Maintain well-documented knowledge about clients' businesses via Account Plans and in sales tracking systems.
• Close business to meet forecast commitments and sales quotas.
• Provide monthly sales status updates.
• Stay abreast of current industry trends, competitors, and current/new company products and services.
• Other duties as assigned.

Requirements:

• 5+ years of experience in consultative sales and account management capacity.
• Previous experience with CRM technology for pipeline management, business intelligence, and integrated account management.

Preferred Skills and Experience:

• Experience managing multiple accounts.
• Ability to build credible and influential client relationships.
• Demonstrates product and industry knowledge, including market trends and competitive intelligence.
• Ability to conceptualize and build value propositions that deliver a compelling message to clients.
• Ability to build and manage a sales pipeline and achieving/exceeding quota.
• Strong written, verbal, and presentation skills with proven ability to effectively engage with and present to senior-level executives.
• Ability to collaborate with internal stakeholders in the pursuit of sales and account engagement objectives.
• Client-focused, self-directed, and motivated.
• Ability to navigate within Financial Institutions, understand current and future business requirements, and translate into understanding of customer needs and sales opportunities.
• Strong analytical and issue resolution skills.

Education:

• Bachelor's degree or equivalent experience.