Client Background:

Fintech Company Serving the Financial Services Industry in ASEAN Countries

Location: PJ

Tenure: Permanent role  

Salary: Basic Salary

Role Summary

The Account Manager is responsible for managing customer relationships, ensuring successful delivery of solutions, identifying business growth opportunities, and serving as the primary liaison between customers and internal teams. The role combines customer success, project coordination, business development, and account growth responsibilities to ensure high customer satisfaction and long-term business value.

Key Responsibilities

Customer Account Management

• Serve as the primary point of contact for assigned customer account management matters.
• Build and maintain strong, long-term relationships with customers and key stakeholders.
• Ensure customer expectations are managed effectively and customer satisfaction is maintained.
• Conduct regular account reviews and engagement meetings with customers.

Business Development & Revenue Growth

• Develop new business opportunities within existing accounts.
• Identify areas for improvement and propose value-added solutions to support customer growth and achieve sales targets.
• Uncover opportunities by identifying gaps in existing solutions or customer environments and develop proposals to address those gaps.
• Support contract renewals, system enhancements, and additional solution sales.

Account Planning & Reporting

• Forecast and track key account metrics, including quarterly sales performance, pipeline opportunities, account growth, and annual forecasts.
• Prepare and present account status reports to management and customers.
• Provide clear communication on the progress of monthly, quarterly, and strategic initiatives.
• Maintain accurate account plans, customer records, and opportunity pipelines.

Stakeholder & Cross-Functional Collaboration

• Work collaboratively with Product, R&D, Support, Project Management, and Sales teams to meet customer needs.
• Escalate and coordinate the resolution of customer issues when required.
• Contribute customer feedback and market insights to improve products and services.
• Foster strong internal partnerships to achieve organizational objectives and customer success.

Requirements

Education

• Bachelor’s degree in business, Information Technology, Computer Science, Finance, Insurance, or a related discipline.

Experience

• Minimum 4 years and preferably not more than 6 years of relevant working experience in Account Management, Customer Success, Business Development, Project Coordination, or related roles.
• Experience in the FinTech, Insurtech, financial services, insurance, or software industry is preferred.
• Experience managing enterprise or corporate clients is an advantage.

Skills & Competencies

• Strong sense of accountability, ownership, and professionalism.
• Excellent communication, presentation, and interpersonal skills.
• Strong command of English, both written and spoken.
• Ability to manage multiple customer accounts and priorities simultaneously.
• Strong analytical, problem-solving, and stakeholder management skills.
• Commercially minded with the ability to identify business opportunities and drive account growth.
• Ability to work independently and collaboratively in a fast-paced environment.