Vice President, Account Management – Central

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🕒 Maio 11

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Pareto Capital

SiteLinkedInTodas as Vagas

11 - 50 funcionários

💸 Finanças

💳 Fintech

🤝 B2B

Finance • Fintech • B2B

A Pareto Capital é uma empresa de serviços financeiros com profissionais experientes que se especializam em banco de investimento, consultoria em relações com investidores e gestão de ativos. Inspirada no Princípio de Pareto, a empresa foca na identificação dos fatores-chave que impulsionarão um crescimento significativo para os clientes. A Pareto Capital se orgulha de sua vasta experiência, redes de stakeholders e foco na otimização de valor a longo prazo para ajudar as empresas a captar recursos e gerar riqueza. Eles oferecem soluções abrangentes adaptadas às necessidades complexas das empresas, garantindo a satisfação dos clientes e a execução bem-sucedida dos projetos.

Descrição

• Develop and execute a comprehensive account management strategy aligned with the company’s overall goals and objectives. • Identify opportunities for growth within existing accounts and create actionable plans to maximize customer retention and expansion. • Monitor industry trends and competitive landscapes to adapt strategies and maintain a competitive edge. • Lead, mentor, and inspire the Account Management team to achieve excellence in client service and performance. • Establish clear roles, responsibilities, and performance expectations for team members. • Foster a culture of accountability, collaboration, and continuous improvement. • Set, track, and report on KPIs related to customer satisfaction, retention, and revenue growth. • Implement robust measurement systems to monitor performance and identify areas for improvement. • Ensure alignment between individual, team, and organizational objectives. • Build and nurture strong, trusted relationships with high-profile customers, acting as a strategic partner and advocate for their needs. • Conduct regular business reviews with key accounts to ensure satisfaction and identify opportunities for additional support or services. • Serve as the escalation point for critical customer issues, ensuring timely resolution and a focus on long-term solutions. • Partner with Sales, Marketing, Product, Underwriting, Customer Service and Customer Operations teams to align customer strategies and initiatives. • Provide customer insights and feedback to drive product development and service enhancements. • Collaborate with leadership to ensure alignment on region profitability and stop loss premium growth. • Identify and implement best practices, tools, and technologies to optimize account management processes. • Stay informed about emerging trends and innovations in customer relationship management and account strategies. • Promote and facilitate professional development opportunities for the Account Management team.

🎯 Requisitos

• 8+ years of experience in account management, client success, or a related leadership role, ideally within a fast-paced, customer-focused industry. • Experience working with the employee broker community and a strong understanding of stop loss processes. • Demonstrated ability to build and maintain strategic relationships with high-profile clients. • Strong strategic planning and analytical skills, with experience setting and achieving KPIs. • Exceptional leadership and communication skills, with the ability to influence and drive results across diverse teams. • A customer-centric mindset with a passion for delivering exceptional experiences. • Bachelor’s degree in Business, Marketing, or a related field; MBA or equivalent advanced degree preferred.

🏖️ Benefícios

• Fully paid medical, dental, and vision benefits. • Flexible PTO • 401k company contribution • Tuition reimbursement • Professional development allowance • Transportation allowance and daily parking reimbursement • Engaging hybrid work environment