Key skills
SalesforceCRMCollaborationAccount Management
About this role
Role Overview
- Develop and execute digital strategies for large accounting partners
- Own territory and build lasting relationships
- Manage appointments and meetings within allocated territory
- Recruit and educate partner base through events and training
- Maintain accurate data using Salesforce for forecasting
Requirements
- Proven success in field account management
- Results-driven approach with enthusiasm for building relationships
- Interest in fintech market and ability to educate others
- Initiative to work independently while being detail-focused
- Experience using CRM tools like Salesforce for client communications
Benefits
- Hybrid working model with freedom to manage own schedule
- Beautiful office spaces for collaboration
- Events and certification training for partner base
- Regular travel for client visits