Account Manager, Symphony

• This role requires a self-starter who excels at building deep client relationships, driving strategic platform adoption, and achieving significant revenue growth targets (renewals and expansion)
• The ideal candidate will combine strong financial technology knowledge with exceptional relationship management and sales skills
• 5+ years of proven experience in a senior Account Management, Client Success, or Enterprise Sales role, specifically managing large or strategic accounts
• Demonstrated experience as a high-performing account manager with a track record of exceeding revenue and retention quotas
• Deep knowledge of the Fintech, Capital Markets, or Enterprise SaaS sector is essential, with an ability to speak fluently about financial technology and workflows
• Strong business acumen, with excellent presentation, negotiation, and contract management skills
• Proficient in using CRM software (e.g., Salesforce) for forecasting, tracking client activity, and managing the renewal cycle

Desirable

• Symphony is seeking a talented Account Manager in Wealth Management to oversee and develop existing client base by analyzing account potential, initiating, developing, up-selling, cross-selling and recommending new applications and strategies
• Ensure client retention (develop loyalty and build long-term relationships by facilitating any further needs Symphony can provide them with)
• Expand existing Accounts (Increasing penetration within an enterprise)
• Up-sell premium services (Increasing package offering selected by enterprise) and, managing client relationships effectively
• Contribute information to sales strategies by evaluating current product results; identifying needs to be filled; monitoring competitive products; analyzing and relaying customer reactions
• Communicate new services, information, or changes relevant to the client
• Enhance department and organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job
• Forecast account management targets and align account forecasting metrics with new sales to meet company budget
• Develop and continuously refine effective processes for account management department