Key Account Manager - Financial Services

Key Responsibilities:

Corporate Acquisition & Onboarding:

- Identify, reach out to, and onboard new accounts.

- Pitch our suite of financial wellness products as part of their employee benefits program.

- Establish strong entry points with HR, Admin, Rewards, and Finance stakeholders.

Strategic Relationship Management:

- Act as the primary point of contact for the clients.

- Build and execute long-term engagement plans tailored to each corporate account.

- Maintain high levels of client satisfaction, ensuring repeat engagement and referrals.

Employee Engagement & Product Activation:

- Collaborate with marketing and product teams to design and deliver employee engagement campaigns.

- Conduct in-person sessions, virtual webinars, and financial wellness events to educate and activate users.

- Track and optimize adoption and activation metrics across corporate accounts.

Revenue & Growth Ownership:

- Own product usage and revenue targets from assigned clients.

- Identify and pursue upsell and cross-sell opportunities within corporate accounts.

- Drive retention and ensure continuous value delivery to clients

Requirement:

- You must have strong B2B2C/institutional selling and relationship management experience

- You must have ability to influence senior stakeholders and navigate large organizations

- You must have excellent communication, presentation, and consultative sales capabilities

- You must be a Self-starter with a growth mindset and ownership attitude

- Experience in financial products (investments, insurance, lending, wellness, etc.) is preferred