Account Manager: Financial Services

SUMMARY:
Our client a leading documents storage records & Information management Company is seeking to employ an Account Manager to join their team in Cape Town.

POSITION INFO:

Job Description: 

• In order to perform this role successfully, the incumbent must be able to perform these responsibilities satisfactorily:
• Provides purpose fit solutions through an in-depth understanding of specific client needs relating to the services the company provides.
• Prepares and presents business proposals and quotations to existing and potential clients as required.
• Engages with clients on a regular basis to maintain sound relationships.
• Acts as primary contact between clients and Company for purposes of:
• Negotiating prices within the parameters of the Authority Framework
• Providing customised solutions
• Problem/issue resolution
• Communicates concerns relating to service delivery to Operations and to respective support and management personnel. Ensures remediation thereof.
• Stays abreast of and informs the Sales Manager of changing market and competitor trends.
• Maintains a current and updated database on all clients in own portfolio.
• Keeps informed of legislative requirements pertaining to document & records management.
• Ensures effective classification of client information to ensure fast and accurate retrieval.
• Ensures effective management of documentation and records as defined within the customer’s document retention strategy by informing customers of past due dates.
• Compiles and reports on boxes past due on a quarterly basis.
• Develop Account Plans as agreed with Sales Manager for the allocated Portfolio in order to leverage new opportunities and ensure customer retention.
• Reports sales and service statistics to the Sales & Service Manager on a weekly basis.

• 3 year Degree/Diploma/Higher Diploma in Sales/Marketing/Commerce
• At least 3 years’ experience in a sales/business development role preferably in Information Services/ Banking/ Insurance with Information Technology background or similar environment
• Postgraduate qualification is business administration or commerce will be highly advantageous
• Account management experience in document management, archival, financial services related or similar industry sales will be preferable

• Must have business to business (B2B) experience
• Must have excellent track record in delivering high level sales presentations
• Must have excellent track record in meeting and exceeding monthly, quarterly and annual sales targets
• Must have excellent communication and interpersonal skills.
• Must have a flair for sales
• Must hardworking and solutions driven
• Must be a team player
• Must have business acumen and be able to communicate with senior to top management levels
• Must be prepared to travel
• Must be highly computer literate
• Demonstrate excellent organisational skills
• Must have experience in tender document preparation
• Must have own vehicle and valid driver’s licence

NB! This job is now closed. You can apply for other jobs by uploading your CV.