Residential Sales Consultant responsible for selling Pella windows and doors directly to homeowners for replacement projects. Strive for first - time close through effective follow - up and self - generated leads.
About the role
- Senior Vice President managing client relationships for financial services firm. Growing existing client accounts through strategic planning and regular engagement in the competitive data and analytics space.
Responsibilities
- Develops the strategic plan for managing and growing existing client relationships, with a focus on revenue retention and incremental account growth.
- Conduct frequent and regular check-ins with assigned clients, ensuring their continued satisfaction and strategic alignment with firm services/product offerings.
- Work with clients to ensure awareness of product enhancements, new capabilities and maintaining regular adoption of the latest releases.
- Act as internal/external escalation point for portfolio of clients leveraging Data and Analytics solutions.
- Assess risk levels for assigned clients and develop action plans for client retention.
- Develop, track and report on relationship strategy/results for assigned client portfolio and contribute to the development of team/unit metrics, dashboards and roadmaps.
- Work closely with business development teams to ensure relationship management strategy is executed by account management and client service teams.
- Evaluate and structure deal (pricing, contract terms, etc.) to determine the optimal terms for both the client and the firm.
- Attend industry events and conferences to remain visible in the market and remain current on industry trends and competitor services/offerings.
Requirements
- 7 – 10 years in Relationship Management, Sales, Client Service, or Account Management in Financial Services industry with focus on investment managers and fund companies
- Bachelor's degree in business or a related discipline, or equivalent work experience required; MBA or other advanced degree preferred
- Has developed significant expertise on industry trends, competitor services/offerings and client’s business environment.
Benefits
- highly competitive compensation
- benefits
- wellbeing programs
- flexible global resources and tools
- generous paid leaves
- paid volunteer time
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