Account Manager - Customer Success and Sales (Melbourne)

As an Account Manager - Customer Success and Sales at RFI Global, your role is multifaceted. You'll be responsible for understanding and translating client needs into actionable insights, building robust relationships with key stakeholders in banking and financial services, and ensuring the timely delivery of reports and insights. Your proactive approach will help identify opportunities to drive value and strengthen partnerships, while collaborating with cross-functional teams to align products and services with client expectations.

To excel as an Account Manager at RFI Global, candidates should ideally have a minimum of 5 years experience in account or relationship management, preferably within financial services, research, or professional sectors. Strong communication skills and a consultative approach to client relationships are essential. A genuine interest in the financial services landscape in Australia and New Zealand is highly preferred, as well as experience managing projects and multiple stakeholder expectations.

At RFI Global, we prioritize the growth and development of our team members. As an Account Manager - Customer Success and Sales, you will benefit from a structured learning and development budget designed to help enhance your professional skills. Additionally, we encourage attendance at monthly social events and provide opportunities for networking within the industry, all of which contribute to your career progression.

RFI Global stands out as a nimble company within the competitive financial services landscape. With a culture that emphasizes client obsession and minimal red tape, our Account Managers enjoy a friendly atmosphere where solutions are easily accessible. This allows for meaningful work with an impressive client roster, enhancing not only job satisfaction but also the impact of the projects you undertake in your role.

The work environment for an Account Manager at RFI Global is dynamic, collaborative, and rewarding. You will be part of a Customer Success team that is integral to our operations, bridging gaps between clients, research, and product teams. Our team culture encourages open communication and supports you to achieve common goals while allowing flexibility in your working arrangements.

In interviews, emphasize your consultative approach to relationship building. Talk about how you proactively engage with clients, identify their needs, and offer tailored solutions. Mention your track record of enhancing client satisfaction and loyalty through regular communication and follow-ups.

Choose a specific project where you had to navigate complex requirements and multiple stakeholders. Discuss how you planned strategically, maintained communication with all parties involved, and delivered on time. Highlight any adjustments you made to overcome obstacles and deliver high-quality results.

Share your methods for staying informed, such as attending industry conferences, subscribing to trade publications, and following key influencers in financial services. Explain how this knowledge supports your role and helps you provide relevant insights to clients.

Discuss the various strategies you employ, such as analyzing client data and insights, engaging in regular check-ins, and being attentive to market trends. Express your commitment to understanding client needs deeply to create opportunities that drive mutual success.

Explain how you assess the urgency and importance of tasks. Mention the techniques you employ to manage multiple projects, such as using project management tools or maintaining a detailed schedule, and how you communicate priorities with your team.

Identify a situation where a client had a concern that you addressed successfully. Highlight your approach to understanding the root of the concern, the steps you took to resolve it, and how you followed up to ensure the client was satisfied.

Share your experiences in collaborating with various departments, such as research and analytics, to meet client expectations. Provided examples of how teamwork and communication were key to the success of delivering client solutions.

Discuss the different metrics you consider, such as Net Promoter Score, customer feedback surveys, and retention rates. Explain how you use these metrics to continually strive for improvement and respond to client needs promptly.

Share your strategies for managing time and resources efficiently under tight deadlines. Talk about your ability to delegate tasks appropriately and maintain focus on high-priority projects while managing client expectations.

Express your genuine interest in financial services, discussing how you find it rewarding to contribute to such an impactful field. Convey your enthusiasm for helping clients navigate challenges and achieve their business objectives, driving your passion for the role.