Develops deep customer knowledge and relationships to drive client retention and new sales opportunities across a set of accounts
Is a key relationship owner for low-medium complexity/priority accounts
Maintains and increases revenue from existing accounts
Develops and implements go-to-market plans for assigned accounts
Completes all Account Plans and ensures they are in use by all team members
Drafts annual price increase process and ensures effective price realization across all products and services
Ensures strong renewal execution, minimizing cancellations

Account Manager, Broker Dealers

Key skills