Account Manager - Financial and Professional Services
Skills
About the role
Wood Mackenzie is the global leader in analytics, insights and proprietary data across the entire energy and natural resources landscape.
For over 50 years our work has guided the decisions of the world’s most influential energy producers, utilities companies, financial institutions and governments.
Now, with the world’s energy system more complex and interconnected than ever before, sector-specific views are no longer enough. That’s why we’ve redefined what’s possible with Intelligence Connected.
By fusing our unparalleled proprietary data with the sharpest analytical minds, all supercharged by Synoptic AI, we deliver a clear, interconnected view of the entire value chain. Our trusted team of 2,700 experts across 30 countries breaks siloes and connects industries, markets and regions across the globe.
This empowers our customers to identify risk sooner, spot opportunities faster and recalibrate strategy with confidence – whether planning days, weeks, months or decades ahead.
Wood Mackenzie
Intelligence Connected
WoodMac.com
Wood Mackenzie Brand Video
Wood Mackenzie Values
Inclusive – we succeed together
Trusting – we choose to trust each other
Customer committed – we put customers at the heart of our decisions
Future Focused – we accelerate change
Curious – we turn knowledge into action
Role Purpose
The Account Management team is a key driver for sales execution and performance across existing and new accounts. You will be instrumental for the achievement of sales targets as well as the effective use of resources to achieve targets. Your client portfolio will include a diverse set of customers in the financial and professional services sector. This is your opportunity to truly partner with the firm’s critical clients.
Your role will focus on retaining clients and growing subscriptions through a variety of mechanisms, including face-to-face meetings, phone conversations and utilising web-based solutions. You will excel at recognising up-sell and cross-sell opportunities within these accounts from both a research and consulting perspective and partner with the wider regional portfolio teams to realise these opportunities.
Main Responsibilities
Account Planning & Management
Develop comprehensive portfolio plans considering macro & micro economic factors that could impact the customer buying cycle
Pro-actively manage and maximise the commercial growth of the portfolio aligned with regional priorities
Successfully identify customers amongst the portfolio that present the best opportunity for growth through cross-sell and up-sell
Carry out assigned tasks using understanding of underlying concepts and principles of account management
Client Engagement & Business Development
Effective client engagement and understanding of critical client business growth potential and how the Wood Mackenzie suite of products supports the client's growth
Represent Wood Mackenzie at conferences and professional organizations to brand recognition and promote business development activities
Be the voice of the customer to internal stakeholders and the voice of Wood Mackenzie to the customer
Generally deal with straightforward client enquiries and provide support for internal business initiatives
Market Intelligence & Collaboration
Present continuous feedback to the business of how to improve our service to customers inside of assigned portfolio as well as gathering relevant competitive intelligence
Support new product and service development launches
Effective team work with the broader organization to include marketing, training, client services, research and consulting
Good understanding of how the team integrates with others in accomplishing the objectives of the team
Pipeline Management
Effectively manage the business pipeline to ensure accurate salesforce forecasting
Ensure high quality of task/services/information is provided
Make evaluative judgements based on analysis of factual information, guided by precedents
About You
Knowledge & Experience
Good knowledge and understanding of account management processes, procedures and systems within the energy/natural resources sector
Good understanding of how account management integrates with other teams to achieve overall objectives
Experience in client-facing or account management roles, with understanding of relationship management
Professional Skills
Proven commercial track record in developing clients and building trusted advisor relationships
Strong negotiation skills and a results-oriented mindset
Attention to detail in making evaluative judgements based on analysis of factual information
Ability to resolve problems by identifying and selecting solutions through application of acquired technical experience
Personal Attributes
Self-motivated and energetic with excellent judgment in how resources are utilised and optimised
Passionate about growing the business and committed to personal and professional development
Intellectually curious about how data and analysis can solve critical business challenges
Highly organised, with strong planning skills and the ability to manage workloads effectively
Technical Requirements
Familiarity with CRM systems such as Salesforce is advantageous
Good analytical/technical operational knowledge required to complete work in account management
Expectations
Delivery of individual targets
Highly motivated and able to quickly get up to speed on technical products.
Ability to deliver strong value propositions based on client's objectives and key business outcomes.
Role model with strong integrity who sets an example of WoodMac’s values and behaviors.
We are a hybrid working company and the successful applicant will be expected to be physically present in the office at least 3 days per week to foster and contribute to a collaborative environment, but this may be subject to change in the future.
Due to the global nature of the team, a degree of flexible working will be required to accommodate different time zones
The salary range for this position is $100,000- $110,000, which represents base pay only and does not include short-term incentive compensation or commission. When determining base pay, as part of a final compensation package, we consider several factors such as location, experience, qualifications, and training.
Equal Opportunities
Compensation
This Customer Success Manager role pays $100k-$110k/yr. Within typical range for customer success manager roles in United States.
Questions about this role
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