Sr. Account Manager - Pension

Role Overview :

Sagitec serves a prestigious client base of leading Pension Administration organizations across North America. We are seeking an energetic, passionate, and engaging Account Manager to join our growing Customer Relationship Management (CRM) team.

The Account Manager will play a pivotal role in building and nurturing relationships with our existing client base and maximizing the utilization of our software solutions.

As a key member of our CRM team, the Account Manager will collaborate closely with our clients to understand their technological needs, internal processes, and drive value from our software.

Reporting to the Executive Director of Pension CRM, the Account Manager will spearhead efforts to expand revenue streams, maintain client relationships, and ensure high customer satisfaction within the specialized sector.

The ideal candidate will be a curious problem solver who enjoys proactively engaging with new people and client firms.

What You’ll Be Doing :

Develop and manage relationships with our major Pension Administration clients, including engagement with top-level decision makers within client firms.

Lead relationship development efforts within the Retirement / Pension industry, establishing deep, trust-based partnerships with clients.

Identify opportunities to further partner with clients, connecting with key business executives and stakeholders to facilitate and close contracted deals.

Consult with clients on their internal processes and challenge leaders to drive organizational change.

Execute highly targeted account management strategies to deepen customer relationships and drive new revenue growth.

Proactively identify opportunities to expand relationships and drive greater adoption of our solutions.

Implement our client engagement program, gathering feedback and recording all relationship engagement activity in our CRM software.

Be highly responsive in addressing client needs, leveraging internal support, training, and product resources.

Monitor and enhance customer satisfaction through specialized feedback mechanisms.

Track and analyze key performance metrics related to client relationships and revenue growth.

Demonstrate expert understanding of our software platform and effectively demonstrate its features.

What We’re Looking For :

4+ years of proven account management, customer relationship management in B2B technology / software, financial services, and / or pension.

Overall professional experience of 10+ years in related fields.

Excellent interpersonal sales skills with the ability to listen, comprehend, communicate effectively, persuade, and solve problems across all business hierarchies.

Experience with pension industry practices preferred.

Proven track record of driving revenue growth and maintaining high CSAT scores.

Well-developed organizational skills and attention to detail.

Strong analytical skills and proficiency in Customer Relationship Management (CRM) systems.

Fast learner with the ability to adapt to new technology and platforms.

Ability to work collaboratively across teams and departments internally and with our pension clients.

Demonstrated problem-solving abilities and a proactive approach to financial / pension industry specific challenges.

College Degree (or equivalent) required.

Willingness to travel up to 25%.

Education :

A bachelor’s degree, preferably in Computer Science, IT, Management, Math, Business, or related field.

Master’s degree a plus.

Compensation and Benefits :

Fulltime / permanent

Bonus potential tied to revenue growth

401(k) plan with company match

Health insurance

Dental insurance

Vision insurance

Company paid group life insurance

Company paid short and long-term disability

Voluntary life insurance

Flexible spending account

Paid time off

Company holidays

Floating holidays

Employee assistance program

Referral program

Tuition assistance