Account Manager – Skematic

Join a fast-growing company that is transforming its industry! Skematic is a rapidly growing startup providing a comprehensive Compliance workflow management solution in the RegTech space. Primarily serving hedge funds, private equity and venture capital firms since 2021, Skematic is breaking barriers to offer a solution to drive efficiencies for compliance teams navigating the ever-changing complexities of regulation in capital markets. As an Account Manager, you will work to onboard clients and ensure seamless delivery of Skematic’s services.

The Role: As an Account Manager at Skematic, you will be responsible for onboarding clients and for building, maintaining, and growing key relationships with clients, identifying new business opportunities, and maintaining extensive industry knowledge. Specifically, you will:

Onboard newly signed clients

Serve as the primary client service provider for your assigned clients

  • Develop and maintain strong relationships with an assigned portfolio of clients
  • Applying proven client service techniques, methods and tools, coordinate service across multiple accounts, developing task schedules, tracking client requests, and managing the progress of each request through to completion
  • Document and communicate client priorities and pain points to internal teams
  • Maintain records of client, prospect and partner visits, appointments, contacts and activities in CRM
  • Responsible for client satisfaction and retention

Become a trusted advisor to clients

  • Build and maintain long term relationships with clients and business partners based on knowledge of client requirements and commitment to value (value of counsel and expertise, value of solutions, value of implementation expertise)
  • Using internal access to extensive knowledge of the compliance space, provide guidance to clients on upcoming product releases, key industry topics, and best practices

Our ideal candidate is:

  • An experienced account manager with two years’ experience in key account management in the financial services industry;
  • Effective in driving successful business outcomes with clients and prospects;
  • A highly skilled client manager, influencer, negotiator, and organizer;
  • Self-directed and detail oriented, able to work in a fast paced environment with limited administrative support or hand holding;
  • Highly collaborative, prioritizing collaboration over credit, and interested in building strong relationships with peers across corporate functions;
  • A naturally confident networker and relationship builder, able to build strategic relationships internally and externally, with an ability to lead inspirational presentations in an adaptive style
  • Experienced in identifying new business opportunities and increasing revenues from existing clients;
  • Intellectually curious, with a passion for learning and a demonstrated commitment to continuous growth; and
  • Of course, looking to join a growing company with a vibrant, entrepreneurial culture, dedicated to being the top provider in the RegTech space

What does Skematic/FRT offer:

  • Competitive salary and bonus
  • Health, dental, vision
  • 401k (with company match)
  • Income protection plans (life, accidental death and dismemberment, short- and long-term disability) and access to a suite of voluntary benefits
  • Commuter Benefits
  • Employee Assistance Program
  • Fun, smart, diverse colleagues
  • We are a hybrid company
  • Close proximity to public transit (walking distance to Wellington T on the Orange Line)
  • Free drinks and snacks
  • Free parking onsite
  • Free access to onsite gym

AGENCIES: WE ARE NOT WORKING WITH AGENCIES ON THIS REQUISITION.

FRT provides equal employment opportunities by recruiting, hiring, training and promoting applicants and employees without regard to race, color, religion, creed, national origin, citizenship status, sex, age, ancestry, sexual orientation, genetics, pregnancy, marital or partnership status, gender identity/expression, disability, handicap, status as a victim of domestic violence or other similar offenses, consumer credit history, unemployment, military obligations, veteran status or any other category protected by law.

FRT is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the application or employment process, please let us know the nature of your request and your contact information.

City - New York
Company name - Financial Recovery Technologies
Country code - US
Country subdivision name - NY
Department name - Skematic
Office address - 450 Park Ave South, Suite 12-112
City - New York
Office name - New York
Open date - 7/15/2024 12:00:00 AM
Postal code - 10016
Reference number - 309