Account Manager
Four Eyes Financial is uniquely positioned to be North America’s #1 provider of retail investment advisor technology. We are experiencing significant growth and require the talents of an Account Manager to help us retain & grow key accounts with North America’s top independent investment broker/dealer firms.
If you believe that personal ownership of the client experience is what converts customers into apostles, this role is for you. The Account Manager ensures clients can’t wait to buy more products, and that they see their needs in our evolving solutions; resulting in increased lifetime value of the client.
Focus Areas
Client Advocate: Ensure internal functions at FEF understand customers’ requirements and respond appropriately.
- Work with Four Eyes’ Product development to ensure our product portfolio reflects changing client needs.
- Work with Client Success team members to ensure training, support & projects meet client needs.
- Work closely with the Product Delivery team to identify opportunities to improve client services.
Manage Client Relationships: All customer requirements and Service Level Agreements (SLAs) are documented, measured and managed.
- Oversee the successful financial and operational set-up of newly contracted clients.
- Key person in coordinating new client integrations and existing client product launches.
- Facilitate strategic communications inside the client organization to ensure we understand priorities and are meeting SLAs.
- Ongoing review and communication with all client contact points to improve FEF efficiency and effectiveness in delivery of service.
- Work with technical decision makers and daily managers to monitor and manage SLAs for client success.
- Manage multiple cross-product opportunities and projects.
Leadership & Account Planning: Map client lifecycle and lead internal FEF resources and client contacts to achieve desired outcomes..
- Ensure the client is successful in using our solutions to achieve their desired results. Collect data for Case Studies.
- Oversee timely and accurate billings, tracking of actuals and estimates, month-end and year-end reporting.
- Work with the Head of Growth to identify opportunities to expand existing relationships to cross-sell additional products/services. Including revenue forecasts by product line and aligning sales & marketing to account development plans.
- Review client profitability & accounts receivables and address negative trends.
- Present value at every opportunity.
Qualifications
- 5+ years of experience influencing executive decision makers.
- Demonstrated ability to facilitate agreement.
- Deep understanding and experience managing through CRM.
- Experience in B2B technical sales or service.
Four Eyes Financial is a rapidly growing Regulatory Technology company based in Saint John, NB. We are at the forefront of change in how Wealth firms optimize their data and compliance functions through our Intelligent Compliance Platform.
Benefits include:
- Group health & dental benefits
- RRSP matching program
- Competitive salary & vacation days
- Hybrid work options
- And more!
Are you ready to accelerate your career? If you have a pioneering spirit, a passion for results, seek meaningful work and want to make an impact on a changing industry, come join us!
Skills Required
- 5+ years of experience influencing executive decision makers
- Demonstrated ability to facilitate agreement
- Deep understanding and experience managing through CRM
- Experience in B2B technical sales or service
What We Do
Changing the way compliance is done Globally. Four Eyes Financial is a pioneering force within wealth management, addressing major challenges that face financial institutions. Our innovative approach increases capacity and reduces costs by leveraging a cloud-native Intelligent Compliance Platform that efficiently gathers data for use across back, mid, and front-office workflows. Empowering wealth management firms to streamline operations by consolidating vendors, minimizing endpoint products, and maximizing both cost and time in the integration of their daily custodial data through a unified platform rather than engaging with multiple vendors. The Intelligent Compliance Platform stands as the only cloud-native solution in Canada and provides a comprehensive suite of services for robust compliance management. Risk 7 | Trade Surveillance & Suitability, KYC & KYP 4ms (Forms) | Digital Onboarding & KYC Maintenance Discovery Zone | Client Portal The platform allows wealth management firms to exceed current regulatory requirements and be positioned for future challenges with a flexible architecture built for change. 2023- Best Innovative Technology Solution (CRTA) 2022- Canadian RegTech Company of the Year (CRTA) 2022- Best Wealth Management Regulatory Solution (CRTA) 2021- Best Compliance as a Service Solution (CRTA) 2021- 5-Star Leading Women in Wealth Award (Wealth Professional)
