Join the Future of Technology with ZILO™
At ZILO™, we're redefining what’s possible in technology. ZILO™ is the UK-based FinTech specialising in global asset and wealth management software, designed to scale and transform businesses of all types using our own developed AI Technology. Our mission is to digitalise the future of the global asset management industry.
We are a team of experts with decades of combined experience at leading firms globally, who thrive in fast-paced environments and want to shape the future of technology. Every individual plays a key role in driving progress and making a real impact. We continuously strive to innovate and improve.
Why work with us? At ZILO™, you'll be part of a dynamic and inclusive environment where creativity thrives. We offer the opportunity to work on cutting-edge technology, collaborate with talented individuals, and contribute to projects that have a real-world impact. We value continuous learning, personal growth, and providing our team with the resources they need to succeed.
Ready to shape the future? Let’s talk
Requirements
Role Purpose
The Strategic Account Director is responsible for owning the post-sale commercial relationship with ZILO’s clients. They ensure successful onboarding, adoption, renewal, and expansion of our products and solutions and are accountable for achieving revenue & other client related objectives of the firm. This role bridges customer success, sales, and product teams to maximise customer lifetime value.
Role requirements
Reporting into the Chief Revenue Officer, the Strategic Account Director will:
- Work closely with the ZILO Executive sponsor to deliver the commercial success of one or more client relationships.
- Develop a rolling multi-year account plan, and a detailed set of agreed objectives for a current year and execute against these.
- Manage senior executive relationships. The is expected to build and manage key stakeholder relationships within a client (Sales, Project, Product, Tech, Ops etc)
- Drive product adoption and revenue growth in alignment with deal commitments and account objectives - identifying new opportunities and maximising revenue from clients across additional value-added products.
- Negotiate and close contracts, including Statements of Work, for new products and implementations, agreed with client.
- Work closely with the Client Delivery Managers to ensure delivery against client commitments. Manage client stakeholders across multiple programmes.
- Maximise account profitability by working with Delivery & Service teams to manage expenses whilst still delivering against commitments.
- Implement and manage relationship governance structure, manage key meetings, and ensure delivery against agreed actions. Including holding the client to account on their agreed actions.
- Ensure client is kept up to date at all levels on ZILO Strategy, roadmap and new products. Similarly ensure ZILO maintains an up-to-date view of Client’s strategy as it pertains to ZILO area of interests.
- This is not a service delivery role but needs to maintain visibility of service levels vs SLAs and all projects in flight, working with the Account Delivery Manager & Service teams to course correct if we are not delivering. Act as escalation point for service delivery issues.
- Always ensure referenceability of respective clients. Exceed target NPS scores. Deliver constant feedback into ZILO teams on Client’s product needs, relationship perception and service challenges.
- Maintain accurate and timely account data into ZILO CRM application and ensure timely reporting of Account KPIs.
Required Skills & Experience
- 5+ years in Senior Account Management or Customer Success in SaaS/FinTech servicing Tier 1 financial services firms
- Proven experience managing enterprise accounts
- Proven capability for increasing revenues
- Strong commercial negotiation skills
- Ability to run structured C-suite conversations
- Familiarity with CRM applications
- Understanding of procurement cycles in financial services
- Excellent stakeholder management & communication
Benefits
- Enhanced leave - 38 days inclusive of 8 UK Public Holidays
- Private Health Care including family cover
- Life Assurance – 5x salary
- Flexible working – work from home and/or in our London Office
- Employee Assistance Program
- Company Pension (Salary Sacrifice options available)
- Access to training and development
- Buy and Sell holiday scheme
- The opportunity for “work from anywhere/global mobility”
- Equity options after a qualifying period
Skills Required
- 5+ years in Senior Account Management or Customer Success in SaaS/FinTech servicing Tier 1 financial services firms
- Proven experience managing enterprise accounts
- Proven capability for increasing revenues
- Strong commercial negotiation skills
- Ability to run structured C-suite conversations
- Familiarity with CRM applications
- Understanding of procurement cycles in financial services
- Excellent stakeholder management and communication skills
What We Do
ZILO is focused on transforming global transfer agency to create sustainable value for firms and the customers they serve. To achieve this, we started with a clean technology slate, a design-driven approach, and a commitment to put people first. Zilo's technology enables firms to replace legacy end-of-life systems, many of which were developed 30+ years ago, and slash costs, risk, and user friction along the way. Our founders, leadership, engineering, and product teams are highly experienced with successful track histories of pioneering innovation-driven businesses, products, and services. Our collective goal is to be the market leading solution in global asset and wealth management
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