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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Account Management and B2B Sales, with a strong focus on relationship building, revenue growth, and strategic planning. Proficient in utilizing CRM tools and Microsoft Office to analyze client needs and drive business outcomes.
Highest-signal resume keywords
Account ManagementB2B SalesCRM Tool ExperienceFinastra ProductsRelationship Building
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account PlanningRevenue Growth StrategiesPipeline GenerationContract OptimizationData Analysis
Soft Skills
Strong TenacityExcellent Communication SkillsOrganizational SkillsTime ManagementAdaptability
Tools & Technologies
CRM SystemsMicrosoft Office
Certifications & Qualifications
Bachelor's Degree in Business
Industry Keywords
Financial InstitutionsClient RetentionService EngagementsUpsellsCompliance Requirements
About the role
Key responsibilities & impact- Manage assigned customer accounts and develop account plans to support revenue growth and customer success
- Engage proactively and regularly with customers, including on-site visits, to build relationships and understand business drivers and challenges
- Build and maintain relationships with existing clients, communicating strategic plans and status updates
- Identify and drive opportunities within existing accounts, including service engagements, upsells, renewals, and contract optimization
- Analyze clients' business needs and challenges to develop account strategies and solution recommendations
- Collaborate across functions to manage customer opportunities, including services, upsells, renewals, and compliance requirements
- Maintain accurate account and forecasting data in CRM systems
- Coordinate internal resources to deliver sales, marketing, and proposal materials to customers
- Develop and maintain relationships with industry and professional organizations
- Stay abreast of industry trends, competitors, and company products and services
- Participate in training programs as directed by the manager
- Embed AI into day-to-day work to increase productivity, reduce manual effort, validate information against trusted sources, improve processes, and translate data-driven insights into better business outcomes
- Report to Regional MDs within the Sales organization
- Support revenue growth, assigned revenue targets, and long-term client retention
Requirements
What you’ll need- Demonstrated track record of generating pipeline with a history of exceeding targets
- Experience working with Finastra products preferred
- CRM tool experience preferred
- B2B Sales and/or Account Management experience a plus
- Ability to build and grow relationships
- Strong tenacity and follow-up skills
- Self-motivated with ability to work autonomously, take ownership and accountability, while rallying individuals and global teams to support pipeline progression towards closure
- Ability to interact and demonstrate presence with all levels of stakeholders, challenge, negotiate, influence, and persuade them
- Organizational skills, ability to prioritize, multi-task, and demonstrate adaptability
- Excellent written, verbal, and interpersonal communication skills
- Strong time management, organizational, and decision-making skills
- Strong attention to detail
- Proficient with Microsoft Office
- Strong knowledge of financial institutions' internal operations
- Bachelor's degree in business or equivalent experience
- Mandarin or Cantonese language skills a plus
Benefits
Comp & perks- Unlimited vacation, subject to local regulations and business priorities
- Hybrid working arrangements
- Paid time off for voting, bereavement, and sick leave
- Confidential one-to-one support through the Employee Assistance Program
- Wellbeing Champions and Gather Groups
- Monthly wellbeing events and initiatives
- Medical, life and disability insurance
- Retirement plans, lifestyle, and other benefits
- Paid time off for volunteering
- Donation-matching opportunities
- Inclusion communities, including Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, and Women@Finastra
- Online learning and accredited courses through the Skills & Career Navigator tool
- Global recognition program, Finastra Celebrates
- Regular employee surveys
