Account Manager – Professional Services Delivery

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Esprow

SiteLinkedInTodas as Vagas

11 - 50 funcionários

Fundada em 2012

💳 Fintech

☁️ SaaS

🤝 B2B

Fintech • SaaS • B2B

Na Western Title & Escrow, todos os clientes são iguais e cada cliente é importante. Não importa o tamanho da transação, nossos funcionários trabalham incansavelmente para oferecer produtos da mais alta qualidade. Ao utilizar experiência prática, expertise técnica e um conhecimento abrangente do setor, podemos proporcionar "Uma Experiência de Fechamento Superior, Do Primeiro Contato ao Último".

Descrição

• Build and maintain strong relationships with existing clients, acting as a primary point of contact for ongoing communication and support. • Identify opportunities for expanding services within existing accounts based on client needs and ongoing engagements. • Manage the lifecycle of services engagements — from initial client discussions and requirements gathering through proposal development, contract support, and delivery oversight. • Prepare commercial proposals, RFP responses, and pilot project scopes in collaboration with internal teams. • Participate in pre-sales activities, including client meetings, workshops, and product demonstrations. • Contribute to contract discussions and preparation together with senior management. • Take ownership of delivery coordination post-contract signature, ensuring projects are executed according to scope, timelines, and client expectations. • Act as a bridge between clients and internal teams, ensuring alignment and transparency throughout the engagement lifecycle. • Represent Esprow in client discussions, workshops, and industry events related to trading infrastructure, APIs, and testing frameworks. • Organize and manage the execution of projects involving QA and engineering teams, including planning, task coordination, and progress tracking. • Monitor delivery performance and proactively address risks, bottlenecks, or scope changes. • Drive continuous improvement of delivery processes and client outcomes through regular feedback and alignment sessions.

🎯 Requisitos

• 6-10+ years of experience in account management, client services, professional services delivery, or consulting within financial technology or capital markets. • Proven experience working with exchanges, banks, and brokers, or other capital markets institutions. • Experience supporting or managing client engagements, including proposal preparation and involvement in contract discussions. • Familiarity with electronic trading environments, APIs, connectivity protocols, or trading system architecture. • Ability to understand client requirements and translate them into structured service engagements. • Proven experience coordinating or managing delivery of professional services engagements, ideally involving QA, testing, or system integration teams. • Experience working closely with technical teams (QA, engineering) to plan, execute, and monitor project delivery. • Strong client-facing communication and presentation skills. • Excellent attention to detail in written communication and commercial documentation. • Strong organizational and coordination skills, with the ability to manage multiple engagements simultaneously.

🏖️ Benefícios

• Full-time position (mix of onsite and remote). • Competitive package. • Career path in a technology company with many talented people.