Sr Relationship Manager at TIAA responsible for deepening client relationships and identifying sales opportunities in institutional business. Leading integrated teams to drive positive financial outcomes and strategic client engagement efforts.
About the role
- Account Manager focusing on SaaS revenue growth through proactive customer engagement and upselling opportunities. Join Moss, a SaaS scale-up helping finance professionals automate and excel.
Responsibilities
- Drive customer engagement - through building and nurturing value-creating and scalable relationships, you develop a deep understanding of your clients’ and their finance goals.
- Upsell - you leverage your deep understanding of both the product and your customer's needs to identify new business opportunities.
- Measure success and provide data insights - with the use of specific KPIs you aim to achieve and monitor revenue trajectory.
- Act as Product ambassador - working closely with internal stakeholders, you compile and communicate client feedback.
- Thrive for process excellence - you aim for continuous improvement, designing and delivering upon the client journey touchpoints that will increase customer satisfaction.
Requirements
- Proven experience in a proactive commercial-centric role, ideally in a B2B setting.
- Prior experience with upselling products and product features to existing clients.
- Fluent in both German (C2) and English (C1).
Benefits
- Top-of-market compensation package, including equity.
- Our vibrant offices are at the heart of our culture, where in-person time fuels collaboration and connection over weekly breakfasts and Friday demos.
- Additional benefits include: 20 days “work from abroad”, 600EUR/GBP Learning & Development Budget, and other local benefits.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Senior Director managing complex client relationships and strategic growth for TIAA. Focus on delivering lifetime income solutions and mentoring internal teams in consultative sales.
Regional Account Manager for Alexion's Neurology portfolio, developing physician relationships and driving sales in assigned territory. Focused on ethical engagement and education of healthcare providers.
Account Manager responsible for selling construction and agriculture equipment for United Ag & Turf. Developing customer relationships and representing the company's sales efforts in assigned territories.
Account Manager providing service on assigned tasks for clients at Acrisure. Handling insurance marketing, sales, and client inquiries with a high level of organization.
Account Manager supporting clients with their surety bond needs for a global fintech leader. Collaborating with clients and teams to ensure accuracy in bond requests and relationships.
Account Manager managing onboarding and implementation for insurance groups at Acrisure. Collaborating with Sales and Client Services for successful account servicing.
Account Manager in fintech handling insurance accounts and client inquiries. Performing daily tasks related to policy services, claims support, and client communication with proactive service.
Account Manager providing support to sales producers in developing new business opportunities and managing client renewals in commercial insurance. Engaging in marketing, proposals, and coverage negotiations.
Client Relationship Manager managing regional account portfolios focusing on life and disability insurance. Supporting client needs, developing strategies, and driving business growth in hybrid work setting.