Client Account Lead (Financial Services)

The Role:
Client Account Lead CAL is responsible for managing and growing client relationships, ensuring client satisfaction, and driving profitable business growth. The CAL will work closely with various Service Groups to deliver service and solutions to clients, aligning with their business objectives and needs.

Key Responsibilities

• Client Relationship Management: Develop and maintain strong relationships with key client stakeholders. Act as the primary point of contact for clients, addressing their needs and concerns promptly.
• Business Development: Identify opportunities for account growth and new business within existing clients. Collaborate with sales and marketing teams to develop and execute strategies for expanding client accounts.
• Project Management: Oversee the delivery of projects and services to clients, ensuring they meet quality standards, timelines, and budget constraints. Coordinate with internal teams to ensure seamless execution.
• Financial Management Monitor account financials, including budgeting, forecasting, and invoicing. Ensure profitability and financial health of client accounts.
• Strategic Planning: Develop and implement account plans that align with client goals and company objectives. Regularly review and update plans to reflect changing client needs and market conditions.
• Team Leadership: Lead and mentor account teams, fostering a collaborative and high-performance culture. Provide guidance and support to team members to achieve their professional goals.

Qualifications

• Experience Minimum of 5-8 years of experience in account management, client services, or a related role. Experience in the consulting or technology industry is preferred.

Skills

• Strong interpersonal and communication skills.
• Proven ability to manage and grow client relationships.
• Excellent project management and organizational skills.
• Financial acumen and experience with budgeting and forecasting.
• Strategic thinking and problem-solving abilities
• Leadership and team management skills