Vice President, Account Management – Central

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🕒 May 11

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Pareto Capital

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

💳 Fintech

🤝 B2B

Finance • Fintech • B2B

Pareto Capital is a financial services company with experienced professionals specializing in investment banking, investor relations advisory, and asset management. Inspired by the Pareto Principle, the company focuses on identifying the key factors that will drive significant growth for clients. Pareto Capital prides itself on its substantial experience, stakeholder networks, and focus on long-term value optimization to help businesses raise funds and create wealth. They provide comprehensive solutions tailored to complex business needs, ensuring client satisfaction and successful project execution.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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