Account Manager (Finance)
Not just work.Meaningful work. Disabled people / people with disabilities and neurodivergent people are strongly encouraged to apply.
Account Management 55%
Build and maintain strong relationships with assigned accounts, acting as the primary point of contact for client inquiries.Collaborate with clients to understand their needs, provide tailored solutions, and ensure satisfaction with Relay Resources' services.Proactively identify opportunities to up-sell or cross-sell additional services.Monitor contract performance and ensure timely renewals or adjustments.Prospect federal, state, and local RFP (Request for Proposal) sites to identify new business opportunities.Evaluate RFPs for fit with company capabilities and coordinate with internal teams to prepare compelling responses.Recommending improvements to internal workflows based on client feedback or personal observations.
Administrative & Analytical 40%
Maintain and update Salesforce CRM, ensuring data accuracy and integrity.Generate and analyze sales reports, providing actionable insights to the sales team and leadership.Assist in the preparation of proposals, presentations, and other sales materials.Coordinate with internal departments to ensure seamless service delivery for clients.Manage and prioritize incoming requests, ensuring timely follow-up and resolution.Preparing customized reports for leadership on account progress or team performance.Documenting lessons learned from client projects or RFP processes to improve future outcomes.Maintaining an organized archive of client interactions and agreements for future reference thru Salesforce.Testing and implementing new tools or software to improve sales and account management efficiency.
Other duties as assigned 5%
Attending client events or industry networking sessions to represent the company.Conducting market research to identify emerging trends and opportunities relevant to clients.Participating in strategic sales planning meetings to contribute ideas or updates.Keeping up to date with industry trends, tools, or certifications to bring added value to the team.
