Account Manager

About the role

Financial Recovery Technologies is a technology-based services firm that helps institutional investors identify, file claims, and collect funds made available in securities class action settlements. Our best-in-class people and technology have made FRT a market leader.

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, 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
• Ensure client satisfaction and retention
• 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 (value of counsel and expertise, value of solutions, value of implementation expertise)
• 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

• Experienced account manager with two years’ experience in key account management in the financial services industry
• Effective in driving successful business outcomes with clients and prospects
• A highly skilled client manager, influencer, negotiator, and organizer
• Self-directed and detail-oriented, able to work in a fast-paced environment with limited administrative support or hand-holding
• Highly collaborative, prioritizing collaboration over credit, and interested in building strong relationships with peers across corporate functions
• Naturally confident networker and relationship builder, able to build strategic relationships internally and externally, with an ability to lead inspirational presentations in an adaptive style
• Experienced in identifying new business opportunities and increasing revenues from existing clients
• Intellectually curious, with a passion for learning and a demonstrated commitment to continuous growth

Qualifications

• Experience in the financial services industry
• Strong communication and interpersonal skills
• Ability to prioritize tasks and manage time effectively
• Knowledge of securities class action settlements and recovery processes
• Proficiency in CRM systems

Skills

• Client management and relationship building
• Project coordination and scheduling
• Communication and negotiation skills
• Industry knowledge and research skills
• CRM system proficiency

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
• Fun, smart, diverse colleagues

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.

Company Culture

We are a hybrid company; in office, we offer:

• Closer proximity to public transit (walking distance to Wellington T on the Orange Line)
• Free drinks and snacks
• Free parking onsite
• Free access to onsite gym

Equal Employment Opportunity

FRT is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the application or employment process, please let us know the nature of your request and your contact information.