Sales Account Manager

Posted 19 Days Ago
Be an Early Applicant
Hiring Remotely in Rome
In-Office or Remote
Mid level
Fintech • Software • Financial Services
The Role
The role involves nurturing client relationships and generating new business in forex and derivatives trading, ensuring client satisfaction through support and strategic management.
Summary Generated by Built In

Eightcap is a dynamic online trading provider focused on the sale and delivery of exceptional trading tools and professional trading insights to enable smarter trading with a commitment to excellence and a passion for delivering trading technology directly to clients and via our network of strategic partners.

The Company is headquartered in Melbourne, Australia and has support offices in the UK, Cyprus, Bulgaria and Bahamas.

As a pivotal component of Eightcap, our sales team takes pride in serving as the first point of contact for clients, guiding them through their trading journey with expertise and technical assistance.

The primary objective of this role is to nurture and expand relationships with existing clients, while also identifying and engaging new opportunities to contribute to overall business growth. This position plays a key role in enhancing client satisfaction, driving retention, and reinforcing Eightcap’s reputation as a leading online trading business 

Through strategic relationship management and proactive support, the role contributes to the company’s growth and long-term success, focusing on supporting current client flow.

Responsibilities

  • Understand the derivatives financial market, Eightcap’s offerings and competitor’s offerings to sell FX services to prospective clients to produce fee revenue and flow for Eightcap.
  • Negotiates products, services and pricing with clients
  • Apply knowledge in Forex trading to analyse the processing methods and foreign exchange trade lifecycle of clients and prospects to recommend appropriate products, assist clients in managing currency exposures effectively and efficiently and advice on risk reduction strategies.
  • Analyse the position of foreign exchange trading in the investment process of clients and prospects to determine suitability for Eightcap services.
  • Maintain thorough and up-to-date knowledge of foreign exchange products and services by initiating frequent contact with other financial or competitor institutions, partners, and stay informed about industry laws and regulations.
  • Network and visit regular and prospective client businesses to establish and act on sale opportunities
  • Manage the complete sales cycle process from initiation through compliance to the onboarded trading client.
  • Establish rapport and trust with clients by effectively presenting technical derivative trading solutions to clients, which in turn will obtain referrals and increase funding.
  • Actively seek out new sources of leads and client referrals.
  • Provide ongoing assistance and support to clients (in a timely and professional manner), including technical support and operational support in relation to trading account and trading platform matters.
  • Communicate with existing and prospective clients on Eightcap’s product offerings and services and resolve any issues to ensure client satisfaction is achieved and maintained.
  • Participate in telemarketing activities and initiatives to prospective and existing clients.
  • Monitor and achieve agreed KPIs.
  • Prepare salesforce reports, pipelines, and forecasts and (where required) marketing briefs on trade products and services. Collaborate with and assist other team members with ongoing technical sales support and training.
  • Assist with and coordinate with other teams to create and implement new forex sales procedures and processes.
  • Work closely with compliance to ensure best practices and industry and company standards for AML/KYC are met

Requirements
  • Native Italian speaker with professional proficiency in English.
  • Bachelor's degree in a relevant field or at least 3 years of experience in a sales role or a role in the financial services industry.
  • Strong experience and understanding of financial markets, particularly in forex and derivatives trading, with a deep understanding of different trading platforms.
  • Well versed in electronic trading competitive landscape
  • Strong sales acumen - be a problem solver and go-getter “hunter” to deliver new business by increasing sales in trading technology.
  • Able to build and maintain long-term client relationships
  • Demonstrated experience in sales, specifically in selling FX solutions.
  • Understanding of compliance and onboarding processes
  • Thrive in a target-driven environment and deliver consistently against KPIs.
  • Able to multitask and prioritise client communication via multiple channels.
  • Ability to think analytically and troubleshoot day-to-day client and sales issues
  • Attention to detail
  • Able to work in a fast-paced environment with a Can-Do attitude

Benefits

Why Eightcap?

  • Ongoing investment in your career development
  • Parental leave
  • Staff referral bonus program
  • Collaborative team culture
  • Ongoing investment in your career development, including technical and professional training
  • Being part of an exciting new project for the company
  • Regular social activities

Are you interested in this opportunity but don’t meet every requirement? Eightcap endeavours to create an inclusive and diverse workforce by offering an opportunity for the right people and so we encourage you to apply.

We respectfully ask that no recruiters contact anyone at Eightcap regarding this role.

Top Skills

Forex Trading Platforms
Salesforce
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The Company
HQ: Melbourne, Victoria
264 Employees
Year Founded: 2009

What We Do

Based in Melbourne, we're engaging, educating and elevating traders, partners and exchanges through our portfolio of market-leading solutions.

This account and content are not intended for UK residents or those within the European Economic Area.

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