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Account Manager - Financial Wellness Solutions

Jobtailor

Responsibilities responsible for developing and maintaining assigned long-term client relationships Provides sales or consultative support to clients and serves as the liaison between clients and operational servicing units May participate in pricing and resource discussions and in developing the scope of service provided to existing and potential clients Serves as point of contact for client matters May help identify and develop new servicing opportunities with existing clients to build and maintain a long-lasting relationship This includes leveraging industry and PNC knowledge to inform customers of appropriate products/services, rates, and other opportunities Involved in negotiating servicing agreements and servicing fees for existing clients if contract modifications are needed May work with in-house counsel and clients on contract negotiations This includes the review of the servicing agreements to ensure contract terms meet servicing guidelines Participates in the analysis, assessment and documentation of client requirements Forecasts and tracks key account metrics May identify customization needs, and work with service partners to decision/implement Manages processes outlined in the contract and partners to resolve challenges regarding implementation and production issues Serves as an escalation point for high severity requests or issues Works towards finding the best solution to maintain a positive client relationship Requirements 3+ years of relevant / direct industry experience Preferred Skills: Account Management, Client Counseling, Competitive Advantages, Go-to-Market Strategies, Influencing Skills, Negotiation, Relationship Building, Sales Operations Competencies: Account Management, Customer Relationship Management Applications, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Managing Multiple Priorities, Negotiating, Problem Management Process Roles at this level typically require a university / college degree Certifications are often desired In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Hard Skills Account Management Client Counseling Negotiation Sales Operations Go-to-Market Strategies Competitive Advantages Customer Relationship Management Applications Problem Management Process Decision Making Critical Thinking Soft Skills Effective Communications Flexibility Adaptability Managing Multiple Priorities Relationship Building Influencing Skills #J-18808-Ljbffr Jobtailor

Vacancy posted 1 day ago
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