Account Manager, Treasury & Trade Solutions

Company: Work Abroad Location: Calgary Department: Sales Employment Type: Full Time

Responsibilities:

  • Acting as primary TTS relationship contact for existing clients

  • Maintaining contact with clients for implementation of deals won
  • Developing client industry knowledge and becoming an expert in the client's business
  • Developing potential client contacts, with regular updates to the CRM database
  • Supporting the completion of follow-up tasks as a result of client calls
  • Assisting Client Managers and Product Sales in successfully winning business
  • Coordinating and preparing TTS Relationship Reviews with clients
  • Serving as the senior coordination point to resolve client issues and ensure execution of client sensitive special transactions
  • Working with a pipeline management tool in tracking value of sales wins and losses, sales cycle tracking and tracking sales activities via on-line tools

Qualifications

  • Undergraduate degree required; graduate degree preferred

  • Minimum of 5 years’ experience based in Financial Services/Cash Management with a focus on sales
  • Extensive knowledge of the Cash Management industry, including an understanding of product functions, operational structure and support processes
  • Experience building and maintaining relationships, with demonstrated ability to create and close new revenue opportunities
  • Experience in delivering revenue growth, assisting in developing and meeting financial plans
  • Ability to thrive in a results oriented environment
  • Strong communication and presentation skills
  • Familiarity using a sales database such as CRM would be considered an asset.

 

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