Senior 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 seeking a Senior Account Manager to join our team.

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
• 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
• 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

• Experienced account manager with five 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 interpersonal and communication skills
• Ability to work independently and manage multiple tasks simultaneously
• Excellent organizational and time management skills
• Knowledge of securities class action settlements and related processes

Skills

• Client management and relationship-building skills
• Project coordination and scheduling
• Communication and negotiation skills
• Industry knowledge and understanding of securities class action settlements

Benefits

• Fun and diverse colleagues
• Free drinks and snacks (and free access to onsite gym)
• Health, dental, and vision insurance
• 401(k) with company match
• Income protection plans (life, AD&D, short- and long-term disability)
• Access to a suite of voluntary benefit programs
• Close to public transit (walking distance to Wellington T on Orange Line)
• Free parking onsite at our corporate headquarters in Medford, MA

Pay

Base salary is experience-dependent and can range from $87,000 - $120,000 per year (based in MA).

Schedule

The position is open to candidates in MA. Local candidates only, please.