What to expect from this position
You will
join VisiFI, part of Deda Group, a thought leader in fintech solutions that
introduces innovative approaches to help credit unions across the country
compete more effectively in the ever-changing consumer finance market.
We are
seeking a skilled Account Manager who will be responsible and accountable for revenue retention and
growth on assigned customer accounts. The Account Manager will, through a clear
understanding of company products and services as well as each customer’s
strategic objectives, monitor customer satisfaction and identify opportunities
for revenue growth. The Account Manager will present solutions to enhance
company value and revenue when appropriate. This position reports directly to
the Director of Account Management and has no supervisory responsibilities
Key Responsabilities:
- Retain customers by proactively and consistently engaging with key contacts to determine their satisfaction, needs and objectives through an established trusting relationship.
- Identify revenue growth opportunities for assigned accounts through a thorough understanding of company products (features and value) and collaborate with the VP of Business Development to present proposals for additional services.
- Identify revenue risk within assigned accounts and engage appropriate internal departments to manage resolutions.
- Review, monitor and evaluate customer contracts and ensure successful implementation into on-line contract management system.
- Monitor and initiate contract renewal efforts in conjunction with the Director of Account Management.
- Collaborate with Knowledge Centers to ensure the successful launch and acceptable performance of solutions.
- Assist in planning, developing and organizing customer meetings to include Regional Meetings, Issue Resolving Meetings and Installation Planning Meetings
- Follow up and or communicate company product releases and enhancements to each customer to assure understanding and proper notification.
- Provide input and concerns to theDirector of Account Management as necessary.
- Provide input for the planning and preparation of the departmental budget.
- Based on an understanding of their needs and strategic objectives, develop an annual plan to grow satisfaction and revenue for each assigned account.
- Act as liaison for internal and external communications with assigned accounts.
- Facilitate introduction to the Knowledge Center as needed and follow up to ensure customer satisfaction.
- Provide quarterly status reports on accounts reflecting progress and unresolved concerns.
- Assess and escalate any urgent issues to the Director of Account Management as necessary.
- Participate in cross functional groups to establish marketing campaigns, product direction and product training as requested.
- Document customer information and interaction within the CRM system.
- Perform other related duties as assigned by management.
Must Have
- Knowledge of Business Application Technology systems and terminology.
- Knowledge of banking or credit union operations a plus.
- Ability to strategically assist assigned customers through an understanding of their business processes and champion their success.
- Ability to understand, articulate and drive resolutions for clients’ needs.
- Capable of managing conflict and collaborating within company departments to achieve resolution.
- Ability to think strategically, analyze issues and take action as required.
- Ability to communicate clearly and effectively, both orally and in writing.
- Ability to collaborate, communicate and document customer needs to other departments within the company as needed.
Soft skill that we consider important
We look for a candidate
with excellent communication, adaptability, and leadership skills, who understand
business implications of decisions.
Physical
demands
Work is essentially
sedentary with occasional walking, standing, bending, carrying items under 25
pounds such as books, papers, small parts, etc.
Dedicated to Growth
Whether it is software, a technological solution or consultancy, at the heart of each project there are always people working with other people. Competent and curious, ambitious and tenacious: Deda People want to learn, dialog and develop. To us, dedication means propensity to continuously improve, search for ever new goals, achievement of results and team work. We are committed to helping people grow so that they can improve, express their potential to the fullest and contribute to building a better future for themselves, for Deda and for the society as a whole.
Our positions are addressed to both sexes, according to the provisions of L. 903/77, Legislative Decree 198/2006 and ss.mm.ii. and to people of all ages and nationalities, under Legislative Decree 215/2003, Legislative Decree 216/2003 and Legislative Decree 276/2003 and ss.mm.iiThe data acquired through resume receipt are processed by Dedagroup S.p.A. to assess possible interest in establishing a contractual relationship in the future. This information may be transmitted to different companies in the Dedagroup Group.
The curriculum vitae must include a summary of one's educational background and work experience. Allowed file formats are doc, docx, or pdf. You may also send a close-up photograph of yourself in jpeg format along with the resume. Please note: The maximum size of attachments should be 4 Mb.
