Sales Account Manager (Banking / Fintech)

Role Summary

The Account Manager will own and grow assigned customer accounts after successful transition from the sales team. The primary objective is to maximize revenue from existing accounts through relationship management, account expansion, customer satisfaction, and proactive identification of new business opportunities.

Key Responsibilities

• Own and manage assigned accounts post-sales closure and project initiation.
• Drive revenue growth through upselling, cross-selling, and account expansion opportunities.
• Develop a strong understanding of the client's business, technology landscape, and future roadmap.
• Build and maintain relationships with key stakeholders and decision-makers.
• Regularly engage customers to showcase new offerings, capabilities, accelerators, and innovations.
• Ensure high levels of customer satisfaction and identify risks impacting account growth.
• Act as a point of contact for customer escalations and coordinate timely resolution with internal teams.
• Collaborate with Delivery, Engineering, Sales, Finance, Legal, and Operations teams to ensure successful account management.
• Generate customer references, referrals, and long-term strategic relationships.
• Facilitate smooth transition and ongoing ownership of existing Fintech/BFSI accounts.

Key Success Metrics

• Revenue growth within assigned accounts
• Account expansion and new opportunity generation ∙ Customer satisfaction and retention
• Stakeholder engagement and relationship strength ∙ Effective escalation management and issue resolution

Experience

• 8+ years of experience in Account Management, Customer Success, or IT Services Sales.
• 8 years experience managing IT Sales to leading Banking Retail/ Corporate clients and / or leading NBFC.
• Strong communication, relationship management, and commercial skills.