Talantix.io
Remote Position•08.03.26
AI SCORE 8.0

Strategic Account Manager - Finance (Remote)

$90K–$120K/year
RemoteSales & Business Development
Salesforce•Financial Modeling•FP&A•Negotiation•Communication Skills•Presentation Skills

About the Role

We are seeking a talented Strategic Account Manager - Finance (Remote) to join our dynamic team. In this role, you will be responsible for managing key client relationships and driving revenue growth within the finance sector. As a Strategic Account Manager, you will leverage your expertise in sales strategies and account management to deliver exceptional service and solutions to our clients.

What You'll Do

  • Develop and maintain strong relationships with key accounts in the finance industry.
  • Identify and pursue new business opportunities to expand our client base.
  • Collaborate with cross-functional teams to deliver tailored solutions that meet client needs.
  • Utilize Salesforce and other CRM tools to manage account activities and track performance metrics.
  • Prepare and deliver compelling presentations to stakeholders, showcasing our software solutions and strategic finance capabilities.
  • Negotiate contracts and agreements to ensure mutually beneficial outcomes.
  • Stay updated on industry trends and market dynamics to provide insights and recommendations to clients.
  • Achieve sales targets and contribute to the overall growth of the organization.

Requirements

  • 3-5 years of experience in account management or sales, preferably in the finance sector.
  • Strong understanding of financial modeling, FP&A, and capital markets.
  • Proficiency in Salesforce and Google Suite.
  • Excellent communication, negotiation, and presentation skills.
  • Ability to work independently and manage multiple accounts effectively.
  • Demonstrated success in consultative sales and complex solution selling.
  • Bachelor's degree in finance, business, or a related field.

Nice to Have

  • Experience with SaaS or cloud-based solutions.
  • Knowledge of funding strategies and investment banking.
  • Previous experience in transportation or logistics sectors.

What We Offer

  • Competitive base salary and bonus program.
  • Company vehicle for business use.
  • Comprehensive medical benefits.
  • 401K plan with company matching.
  • Paid vacation and flexible work arrangements.
  • Opportunities for professional development and career growth.
  • A collaborative and supportive team environment.
Language Requirements
EnglishC1
BasicIntermediateAdvancedNative
Why This Job8.0 of 10

This remote Strategic Account Manager position offers a competitive salary and benefits package, making it an attractive opportunity for professionals in the finance sector.

Salary Range
Required
0/1
Optional
0/1
Bonus
0/1

Who Will Succeed Here

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Proficient in Salesforce CRM, with a strong ability to analyze client data and drive actionable insights for account growth and retention.

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Excellent negotiation skills, capable of navigating complex financial discussions and creating win-win scenarios in a remote setting, fostering trust and collaboration with clients.

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Strong financial modeling skills, with the ability to present and explain FP&A concepts clearly to clients, ensuring they understand the value of proposed solutions and strategies.

Learning Resources

→Salesforce Trailhead: Sales Fundamentalsguide
→Financial Modeling for Beginnerscourse
→The Ultimate Guide to Negotiationarticle

Career Path

Strategic Account Manager - Finance(Now)→Senior Strategic Account Manager(1-2 years)→Director of Account Management(3-5 years)

Market Overview

Market Size 2024
$30B
Annual Growth
12.4%
AI Adoption in CRM
75%
Investment in Salesforce Ecosystem
+35%
Labour Demand for Salesforce Roles
+20%
Avg Salary for Strategic Account Managers
$115K

Skills & Requirements

Required
SalesforceFinancial ModelingFP&A
Growing in Demand
Salesforce Einstein AnalyticsData Visualization Tools (e.g., Tableau)Cloud Computing (AWS, Azure)
Declining
On-Premise CRM Solutions (e.g., Siebel)Traditional Financial Reporting Tools (e.g., Excel)

Domain Trends

Increased AI Integration
75% of companies are integrating AI into their CRM systems, enhancing predictive analytics and customer insights.
Shift to Subscription Models
Over 60% of financial services firms are transitioning to subscription-based models, necessitating effective account management strategies.
Focus on Customer Experience
80% of organizations are prioritizing customer experience in their strategic planning, driving demand for skilled account managers.

Industry News

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