Responsible for development, communication, and service needs for our Private Equity and Portfolio group companies and for retaining large, complex accounts through relationship management. Manage and retain client relationships as a trusted advisor. Assess client’s risk profile to determine risk and insurance needs and go-to-market strategy. Partner with production teams to establish and maintain aligned service offerings and delivery of client needs.
This person will help manage both our external partners and internal partnerships team operations and processes. The Partnerships team is a very collaborative team and works very closely with all functions in the company. Work internally with strategic partner managers, customer support, revenue operations, compliance, onboarding, sales, marketing, and relationship management teams on behalf of our partners and their referrals.
The Key Account Specialist performs account management activities to ensure customer contracts are administered to meet needs and deliver satisfaction. This position is 100% Remote and the primary point of contact for clients. The role involves monitoring contract performance, managing commercial aspects, and providing liaison between SGS personnel and clients.
As an Account Manager, you'll play a crucial role in driving innovation and sustainability. Working closely with our customers, you'll create advanced equipment and chemical treatment solutions across various industries. Beyond managing the sales lifecycle, you'll serve as a technical advisor, understanding customer needs and delivering creative solutions to improve energy and water efficiency, enhance profitability, and protect our natural resources.
Develop, implement and realize the account strategy and plan, within the overall business strategy and plan and corporate requirements and guidelines, in order to ensure the realization of business growth targets and long term customer relationship objectives are achieved. Coordinate and manage pricing, including price increase implementation in coordination with global account teams and document all visits/calls with comprehensive, detailed and accurate visit and call reports.
As an Account Manager II, you will be in a portfolio sales role, selling Forward Financing’s value proposition to existing Independent Sales Organization (ISO) brokers in your book of business with the goal of retaining and growing profitable revenue for our organization. You will learn the ins and outs of the small business financing sector.
This role involves helping customers find the right solutions while driving real business growth. As an Associate Account Manager, you'll support and grow relationships with current customers and uncover new opportunities within the Key Card and Group Ex Pro product lines. You'll focus on smaller business opportunities within your territory, understand client needs, and grow their engagement with Daxko’s software.