Role Overview:

The Key Account Manager (KAM) will be responsible for managing key client accounts, ensuring long-term success by building strong, sustainable relationships and acting as a bridge between the clients and internal teams. The ideal candidate will have a deep understanding of finance, excellent client-handling skills, and a strategic mindset to identify and capitalize on growth opportunities.

Key Responsibilities:

·         Serve as the primary point of contact for key accounts, developing trusted advisor relationships with client stakeholders and executives.

·         Provide financial insights and solutions to clients, helping them achieve their business objectives.

·         Develop and execute strategic account plans to ensure client satisfaction, retention, and growth.

·         Work closely with internal teams (finance, operations, marketing, etc.) to deliver customized solutions based on clients' needs.

·         Address any client queries and resolve issues to ensure overall client satisfaction.

·         Regularly report on account performance, client feedback, and potential areas of improvement to senior management.

·         Identify new business opportunities within existing accounts and drive upselling and cross-selling of products and services.

·         Lead contract negotiations and renewals to ensure favorable terms for both the company and the client.

Requirements:

·         Bachelor’s degree in Finance, Business Administration, or a related field. MBA or equivalent is a plus.

·         8-10 years of total experience with at least 5+ years of experience in account management, client relationship management, or a related role, preferably with a focus on finance or financial services.

·         Experience working with US, Canadian and/or UK Clients is critical. 

·         Strong understanding of business consulting, financial statements, investment strategies, and/or accounting.

·         Proven ability to manage key client relationships, understanding their needs and providing tailored solutions.

·         Excellent verbal and written communication skills, capable of building rapport and influencing stakeholders at all levels.

·         Strong analytical and problem-solving skills to address client challenges and provide innovative solutions.

·         Experience in contract negotiations and managing complex client engagements.

·         Comfortable working with CRM systems, financial tools, and MS Office Suite (especially Excel and PowerPoint).

Preferred Qualifications:

·         Experience in the Consulting and/or Finance sector.

·         Certifications such as MBA, CA, or similar.