Grow and strengthen existing customer relationships by identifying opportunities to expand solution adoption
Engage in regular, consultative conversations with clients to understand their evolving business challenges
Uncover account growth opportunities through performance analysis, market insights, and regular account reviews
Collaborate cross-functionally with internal teams to deliver seamless, value-driven service
Deliver compelling presentations using data, case studies, and industry trends
Negotiate renewals and upsells, ensuring each agreement aligns with the customer’s needs
Use CRM tools to manage your pipeline, track engagement, and forecast account growth
Lead Quarterly Business Reviews to align with key stakeholders

3+ years of experience in account management, client success, or business development, ideally in a B2B environment
Strong business acumen and a consultative approach to identifying customer needs and solutions
Proven ability to engage and influence decision-makers at all levels
Excellent communication, presentation, and negotiation skills
A collaborative mindset with the ability to navigate cross-functional teams
Proficiency with Microsoft Office and CRM platforms (preferably Salesforce)
A self-starter mentality, able to work independently while staying connected to team goals
Willingness to travel up to 60% for in-person client engagement

Business Development Manager – Financial Institutions

Key skills