Remote Jobs RockRemote Jobs Rock

Relationship Manager Financial Services (R-19783)

📅 Sep 10
📍 🇬🇧 London - Hybrid🥁 Junior🧑‍💼 Account Manager💼 Full-Time
Account ManagementClient Relationship ManagementFinancial ServicesSales
Apply Now

📜 Description

  • Build trusted client relationships and advise on solutions aligned with clients’ business objectives.
  • Renew existing business and grow revenue across new and existing accounts.
  • Identify cross-sell and upsell opportunities in partnership with Solutions Sales.
  • Protect accounts by identifying churn risks and implementing retention strategies.
  • Lead deal negotiations, contracting, and approvals across decision-makers and funding sources.
  • Maintain sales pipelines, account forecasts, and accurate CRM records; collaborate with Client Success on business reviews and win-back campaigns.

🛠️ Requirements

  • Minimum of two years experience within an account management role
  • Show an ownership mindset in everything you do. Be a problem solver, be curious and be inspired to take action
  • Be proactive, seek ways to collaborate and connect with people and teams in support of driving success.
  • Continuous growth mindset, keep learning through social experiences and relationships with stakeholders, experts, colleagues and mentors as well as widen and broaden your competencies through structural courses and programs
  • Proven success in closing sales, winning clients, managing client relationships with portfolio of accounts and attaining or exceeding annual quotas
  • Ability to rapidly assess client environments from a business process, organizational and technological perspective, and effectively prioritize opportunities for growth
  • Highly articulate with excellent business communication (verbal and written) skills and presentation skills suitable for a global corporate environment
  • Possesses excellent industry-leading sales methodology, relevant CRM software (e.g. SFDC) and Microsoft Office Suite skills
Full job description
Shape the Future with Dun & Bradstreet
At Dun & Bradstreet, we believe data has the power to create a better tomorrow. As a global leader in business decisioning data and analytics, we help companies worldwide grow, manage risk, and innovate. Since 1841, businesses have trusted us to turn uncertainty into opportunity. We’re a diverse, global team that values creativity, collaboration, and bold ideas. Are you ready to make an impact and help shape what’s next? Join us! Explore opportunities at dnb.com/careers.

We are excited to be looking for a Relationship Manager to join our commercial team in London. As a Relationship Manager, you'll partner with leading financial services organisations to help them solve complex business challenges through data, analytics, and technology solutions. Working across both new and existing accounts, you'll build trusted client relationships, identify growth opportunities, and drive revenue through renewals, cross-sell and upsell initiatives. You'll act as a strategic advisor, leveraging technology and industry expertise to deliver meaningful outcomes for customers and support their long-term success.
Shape the Future with Dun & Bradstreet At Dun & Bradstreet, we believe data has the power to create a better tomorrow. As a global leader in business decisioning data and analytics, we help companies worldwide grow, manage risk, and innovate. Since 1841, businesses have trusted us to turn uncertainty into opportunity. We’re a diverse, global team that values creativity, collaboration, and bold ideas. Are you ready to make an impact and help shape what’s next? Join us! Explore opportunities at dnb.com/careers. All Dun & Bradstreet job postings can be found at https://jobs.lever.co/dnb. Official communication from Dun & Bradstreet will come from an email address ending in @dnb.com.   Notice to Applicants: Please be advised that this job posting page is hosted and powered by Lever, a subsidiary of Employ Inc. Your use of this page is subject to Employ's Privacy Notice and Cookie Policy, which governs the processing of visitor data on this platform.   #LI-DNI

Key Responsibilities:

  • Fulfill the role of trusted advisor on Dun & Bradstreet solutions through the development of strong, positive relationships with clients, through strategic conversations to understand organizational business objectives and goals.
  • Maintain and grow revenue stream through successful renewal of existing business
  • Strong motivation and drive to work proactively to develop customer base both on existing as well as the defined prospect accounts
  • New account development and/or expanding existing accounts through cross-sell and up-sell of new opportunities within an established portfolio of clients working closely with Solutions Sales.
  • Carry out regular account management activity to “Protect” existing accounts. Proactively identify accounts at risk of churn and implement retention strategies.
  • End-to-end accountability for driving the negotiation, contracting, and approval processes.
  • Navigate deal management and negotiation including alignment of multiple decision makers, products or funding sources.
  • Develop and maintain an active pipeline of forecasted sales to meet annual quota objectives.
  • Ensure compliance with all business initiatives
  • Maintain consistent and accurate data in relevant CRM software (e.g. SFDC) and other sales tools to support territory, account planning and forecasting.
  • Collaborate with Client Success and increase retention rates through business reviews and win-back campaigns.

    • About you:

  • Minimum of two years experience within an account management role
  • Show an ownership mindset in everything you do. Be a problem solver, be curious and be inspired to take action
  • Be proactive, seek ways to collaborate and connect with people and teams in support of driving success.
  • Continuous growth mindset, keep learning through social experiences and relationships with stakeholders, experts, colleagues and mentors as well as widen and broaden your competencies through structural courses and programs
  • Proven success in closing sales, winning clients, managing client relationships with portfolio of accounts and attaining or exceeding annual quotas
  • Ability to rapidly assess client environments from a business process, organizational and technological perspective, and effectively prioritize opportunities for growth
  • Highly articulate with excellent business communication (verbal and written) skills and presentation skills suitable for a global corporate environment
  • Possesses excellent industry-leading sales methodology, relevant CRM software (e.g. SFDC) and Microsoft Office Suite skills
    • Apply Now

    Similar jobs

    Search more Account Manager jobs
    Boomi

    Account Manager - Emerging Market

    🕒 2 days ago
    Boomi👥 1001 - 5000 employees🏢 Computer Software
    WebsiteLinkedInAll Job Openings

    Own and expand a portfolio of existing emerging-market customers, advising technology leaders on integration, data and AI strategy while uncovering opportunities and helping customers grow their use of Boomi.

    📍 🇦🇺 Australia - Hybrid💰 A$174.7k - A$218.4k / year💼 Full-Time🥁 Junior🧑‍💼 Account Manager
    SaaS SalesAccount ManagementUpsellingCross-selling
    View jobApply
    TeamViewer Germany

    Enterprise Account Specialist - Dutch/Nordic speaking

    🕒 9 days ago
    TeamViewer Germany👥 1001 - 5000 employees🏢 Computer Software
    WebsiteLinkedInAll Job Openings

    Own renewals, retention, and account growth for an enterprise customer portfolio, using proactive customer engagement, Salesforce forecasting, product demonstrations, and cross-functional coordination to reduce churn and expand revenue.

    📍 🇵🇹 Porto - Hybrid💼 Full-Time🥁 Junior🧑‍💼 Account Manager📢 🇳🇱 Dutch Required📢 🇬🇧 English Required
    SalesforceRenewalsAccount ManagementInside Sales
    View jobApply
    View more Account Manager jobs

    Trusted by Remote Workers