Account Manager – Financial Services

Account Manager Financial Services

Apply promptly! A high volume of applicants is expected for the role as detailed below, do not wait to send your CV.

Job Location : Hybrid

Join Centric Consulting A Culture You’ll Love

At Centric Consulting, we've cultivated a unique approach to business. Our business is built on three fundamental principles : Enjoy the people you work with, have fun, and do great work.

These principles define our consulting model and have crafted one of the most vibrant cultures in the consulting industry celebrating individuals, collaboration, and lifelong friendships.

In this role, you will :

• Own the overall account and client relationship :
• Establish collaborative, trusted partnerships with key stakeholders.
• Be accountable for business outcomes and team performance results.
• Serve as an escalation point for risk / issues related to the client.
• Manage, execute, and collaborate with internal Centric teams and third parties in account administration activities, such as project setup, talent acquisition & staffing, revenue optimization, approval of account time and expense, forecasting, billing and accounts receivable, etc.
• Develop a deep understanding of your client’s organization priorities in order to :
• Demonstrate company and Financial Services knowledge.
• Bring the best of Centric to address the client’s biggest opportunities.
• Lead strategic account planning demonstrating financial and business acumen, value analysis, and opportunity insight.
• Evaluate existing accounts to expand offerings as well as analyze competitors, recommend strategies, and lead proposals to gain net new business.
• Delivery solutions for clients that help them achieve their goals :
• Drive discovery of new opportunities to significantly grow new revenue streams.
• Demonstrate value to the customer by leading the creation of the solution proposal, business case, and contract win.
• Lead projects / programs and participate in projects in both Business Consulting and Technology Delivery in a billable capacity.
• Maintain alignment to the Centric mission to create unmatched experiences for our clients and employees. Live the Centric values and be a steward of the firm’s culture.

Who You Are :

• Has a minimum 7+ years of experience in Account Management and Project Delivery roles.
• Has a strong background in the Financial Services industry, ideally in the areas of account management and / or sales.
• Has a strong understanding of the Financial Services sector including current technologies, partnership ecosystem, and major trends impacting the industry.
• Demonstrates a track record of successfully developing and growing large complex financial services accounts in the Boston area.
• Ability to set an account strategy and goals and provide leadership to ensure the team achieves the planned goals.
• Builds trust and has the client’s best interest at heart.
• Proven ability to deliver unmatched client experiences.
• Ability to provide true thought leadership and understanding of clients’ industry and market in order to assess client needs, identify omissions and gaps, and design optimal solutions.
• Executive-level communication, both internal and customer facing.
• Strong focus in all areas of delivery, relationship management, and the identification of opportunities and risks.
• Experience developing proposals and SOWs for clients and prospects.
• This role is a hybrid of onsite in Boston and remote.

Total Rewards :

We proudly offer competitive compensation, a comprehensive and well-rounded benefits package for full-time employees that have been designed to nourish your well-being, such as health coverage, wellness programs, 401K company match, self-managed PTO, and other unique incentives that celebrate your accomplishments.

• Remote and Hybrid Work.
• Time Off When You Need It.
• Benefits That Flex.
• Professional Development.

While benefits eligibility may vary for roles that are non full-time, we provide unique opportunities for growth, skill development, and more.

Regardless of your role, you’ll be part of a collaborative environment where every team member contributes to our shared success.

Discover more about our benefits by exploring additional details here benefits.

Who We Are :

Founded in 1999 with a remote workforce, we combine the benefits of experience, flexibility, and cost efficiency to create tailored solutions centered on what’s best for businesses.

Now numbering more than 1,400 employees in the U.S. and India, we’re committed to solving clients’ toughest problems and delivering on our mission of providing unmatched experiences.

Our purpose at Centric Consulting is to bring unmatched experiences to clients and employees. These aren't just words we use it's how we became a company and who we are today.

Providing an unmatched experience means we approach each other as human beings and lead with empathy and humility. It means we work diligently to ensure we are a place where everyone can create a sense of belonging and feel respected for who they are.

What Makes Centric a Great Place to Work?

We know that creating and sustaining an authentically welcoming culture requires that we all play a part in promoting diversity, equity, and inclusion, from our business practice to how we show up for employees and communities.

This is how we bring our mission and core values to life, working together to provide the highest quality services to our clients while allowing our employees to reach their full potential.

We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans’ status, or any other characteristic protected by federal, state, or local laws.

Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team if you require accommodations during the application or interview process.

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