Account Manager (JR1006739)

  • 52 Cornhill, London EC3V 3PD, UK
  • Full-time

Company Description

Broadridge, a global fintech leader with over $4 billion in revenue, provides communications, technology, data, and analytics. We help drive business transformation for our clients with solutions for enriching client engagement, navigating risk, optimizing efficiency, and generating revenue growth. Broadridge employs over 10,000 full-time associates globally with a significant presence in North America, Europe, and Asia. Please visit our website at www.broadridge.com to learn more.

Job Description

The individual in this role must have strong leadership and influencing skills and must partner closely with and look to influence business leaders and key decision makers both internal and with our clients organizations.  Negotiation & communication skills and the ability to work successfully in a fast-paces environment are critical to this individual’s success.

The Account Management is responsible for:

Client Relationship Management

  • Establish and maintain relationships with senior client executives
  • Cultivate relationships at a higher level than exist today
  • Build and foster additional relationships across all areas of the firm (Operations, IT, compliance, risk, etc. across all products traded)
  • Solidify existing relationship
  • Meet with client's senior management team on a regular basis to understand their business needs and to provide BR updates on our strategic initiatives
  • Ensure Broadridge is an integral part of any business decision
  • Communicate changes in the business environment at either the client or Broadridge to management at all levels where appropriate
  • Draft thorough client profiles for all accounts
  • Publish trip reports in a timely manner
  • Prepare / execute annual client strategic plans
  • Escalation on Client Projects
  • Visit clients on a regular basis to address all open projects, etc…

Product Sales (Value Added Products - VAP's)

  • Identify and help close additional revenue opportunities within existing client base
  • Introduce new products and services to existing clients to increase their operational efficiency
  • Work with sales to produce and maintain a product sales pipeline (updated at least monthly according to agreed timeline)
  • Conduct and coordinate product presentations when/where necessary
  • Working with sales, negotiate pricing on product sales
  • Finalize all the appropriate documents in conjunction with Legal and Finance

Consultancy and Product Development Sales (Event-based)

  • Identify and close additional revenue opportunities within existing client base for consultancy and product development sales
  • Working with sales, produce and maintain a product sales pipeline (updated at least monthly according to agreed timeline)
  • Working with sales, negotiate pricing on such sales
  • Finalize all the appropriate documents in conjunction with Legal and Finance

Contract Negotiations

  • Renew all existing client agreements (prior to existing contract end date)
  • Conduct and coordinate negotiations on contact terms and conditions
  • Work with Finance and Legal on preparation of all pricing proposals and legal documents
  • Prepare and negotiate Service Level Agreements

Project Management Oversight

  • Understand client business initiatives and determine action plan (may be part of strategic plan)
  • Draft client commitment letter and ensure client cost approvals are obtained (signatures)
  • Facilitate the initial project kickoff and help obtain the proper resources to accomplish goal
  • Liaise with Client Service Management (CSM) and/or Project Management to oversee the project to ensure BR meets/exceeds all key milestones and expectations
  • Conduct and coordinate both internal and client update sessions

 

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