Account Manager

About the role

Financial Recovery Technologies (FRT) is a technology-based services firm that specializes in helping institutional investors identify, file claims, and collect funds from securities class action settlements. We are a market leader driven by our best-in-class people and technology.

Responsibilities

• Serve as the primary client service provider for your assigned clients
• Develop and maintain strong relationships with an assigned portfolio of clients
• Apply proven client service techniques, methods, and tools to coordinate service across multiple accounts, develop task schedules, track client requests, and manage the progress of each request through to completion
• Document and communicate client priorities and pain points to internal teams
• Maintain records of client, prospect, and partner visits, appointments, contacts, and activities in FRT’s CRM
• Become a trusted advisor to clients
• Build and maintain long-term relationships with clients and business partners based on knowledge of client requirements and commitment to value
• Provide guidance to clients on upcoming participation opportunities, key industry topics, and best practices
• Partner with sales, marketing, and sales partners to demonstrate FRT’s value proposition to existing clients
• Listen to the needs of prospects and existing clients
• Identify and analyze clients’ business and issues in order to match the appropriate solution/technology to the clients' requirements and present it to the client

Requirements

The ideal candidate is an experienced account manager with two years’ experience in key account management in the financial services industry. They should be effective in driving successful business outcomes with clients and prospects, skilled in client management, influencer, negotiator, and organizer, self-directed, detail-oriented, able to work in a fast-paced environment, highly collaborative, and able to build strategic relationships internally and externally.

Qualifications

• Intellectually curious, with a passion for learning and a demonstrated commitment to continuous growth
• Experienced in identifying new business opportunities and increasing revenues from existing clients
• Naturally confident networker and relationship builder
• Knowledgeable about the class action portfolio recovery space

Skills

• Excellent communication and interpersonal skills
• Strong organizational and time management skills
• Ability to prioritize tasks and meet deadlines
• Proficiency in CRM systems
• Experience with financial services industry

Benefits

• Competitive salary and bonus
• Health, dental, vision insurance
• 401(k) with company match
• Income protection plans (life, accidental death and dismemberment, short- and long-term disability)
• Access to a suite of voluntary benefits
• Commuter benefits
• Employee Assistance Program
• Free drinks and snacks
• Free parking onsite
• Free access to onsite gym

Pay

Base salary is experience-dependent and can range from $70,000 - $90,000 per year (based in MA).

Schedule

This position is based in our Medford, MA headquarters. Local candidates only, please.