Account Manager

Job description

About Prime Trust

Prime Trust is a technology-driven financial institution that provides open banking solutions for FinTech innovators. We power financial applications, payment processors, cryptocurrency exchanges, ATS', OTC desks, crowdfunding portals, real estate platforms, brokers, investment advisors, and others with API solutions to create world-class financial services at scale.

Position: Account Manager

Job Brief

Prime Trust is seeking an Account Manager, a high impact position combining equal parts sales, relationship management and customer satisfaction. This role requires exceptional customer service and interpersonal skills, with a focus on rapport-building, listening, and questioning skills are extremely important. The ideal candidate brings a proven record of success where they have helped drive customer adoption, had responsibility for revenue retention and demonstrated an ability to drive growth in their assigned accounts. This person will work best in a dynamic, fast paced, technology-driven environment.

Principal Responsibilities

• Build strong relationships with customers by consistent engagement and developing a deep understanding of their business needs.
• Manage overall customer loyalty, serving as internal advocate and escalation point to customers
• Effectively renew all assigned accounts with favorable terms and conditions
• Expand the Prime Trust solution by presenting, recommending, and upselling new products, services and solutions.
• Process sales quotes and orders
• Maintain current and accurate account information, as well as leads and follow-ups for assigned clients in CRM database
• Provide accurate, timely reports, and forecasts, as needed, for management
• Develop and maintain knowledge of Prime Trust products and services
• Work on multiple tasks concurrently and meet deadlines in a fast-paced work environment with changing priorities

Experience and Skills

• Minimum 3 years of experience in account management, consultative sales and /or business consulting, preferably within a B2B SaaS model
• Industry knowledge is preferred or the ability to quickly develop a deep knowledge base in the crypto, banking and trading systems space
• Strong relationship building skills along with written and verbal communication skills
• Ability to multi-task and prioritize in a fast-paced environment
• A track record of influencing internal and external stakeholders through competing priorities, dependencies and tradeoffs
• Proven track record meeting/exceeding individual sales targets and quotas
• Strong computer skills, including experience using sales force automation tools (preferably Salesforce.com).
• Values and demonstrates professionalism, self-motivation, and sense of urgency
• High degree of initiative and ability to meet expectations with limited direction and oversight

Education

• BS/BA degree required
• Equivalent Account Management experience will be considered

Working Conditions

This job is available for either remote or in office work. Culture is energetic, interactive, and growth oriented, far more of a fin tech environment than a traditional financial institution

Job Type: Full-time position

Salary: DOE

Benefits

Flexible PTO/Paid holidays/Health, Dental, and Vision insurance for employee and dependents, which is currently 100% paid by the company, cell phone reimbursement up to $100 per month

At Prime Trust, we hold the steadfast belief that diversity and inclusion is essential to realize our mission and is a must-have for us to do our best work. We are proud to be an Equal Employment Opportunity employer and do not discriminate on the basis of race, color, ancestry, national origin, citizenship, religion, sex, sexual orientation, gender identity, age, ability, marital status, veteran status, or any other legally protected status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.