Added
2 days ago
Type
Full time
Salary
Salary not provided

Related skills

crm ms office account management salesforce client relationships

📋 Description

  • Manage and renew contracts for ~50 enterprise accounts.
  • Forecast revenue and plan accounts monthly/quarterly/annually.
  • Onboard new accounts with insights/advisory teams and present offerings.
  • Establish regular engagement cadence: kickoff, ad hoc, quarterly updates.
  • Run and analyze client usage reports; maintain CRM data.
  • Coordinate with admin to manage contracts and user access.

🎯 Requirements

  • 8-10 years of client services and B2B business development.
  • Ability to engage C-level and senior leadership.
  • Track record of overachievement on goals or quotas.
  • Proficiency in MS Office and Salesforce; strong project management.
  • Fluent in English with excellent written and verbal communication.
  • Bachelor’s degree required; experience in financial services/research/subscription sales a plus.
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