JOB SUMMARY:

This is an exciting opportunity to join an ambitious and innovative organisation. The key focus of this role is to be responsible for managing and growing average contract value across our existing client portfolio and understand clients’ challenges to be able to successfully position the Fundpath product suite.

• Maintain a high level of client satisfaction through excellent relationship management and proactive communication.
• Support the Senior Account Manager in managing client relationships, reporting directly and regularly on account activity, performance, and strategic opportunities
• Developing a deep understanding of client’s business objectives and hurdles in order to position tailored solutions that deliver measurable value
• Demonstrate commercial agility in closing business opportunities.
• Provide clients and prospects with detailed proposals, product demonstrations, and consultations (in person or via phone)
• Accurately follow processes and report activity in Salesforce CRM, sales pipeline forecasting and proposal preparation
• Build a strong working knowledge of Fundpath’s products, positioning, and the industry we serve.
• Collaborate cross-functionally with Sales, Customer Success, Insight, Marketing, and Leadership teams to support strategic company objectives.
• Understand and work towards individual and team KPIs, including revenue targets, client engagement metrics, and activity benchmarks.
• Provide actionable client feedback to inform business strategy.
• Assist in preparing regular performance reports for internal stakeholder.