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- Tasks: Build strong relationships with clients and drive their success using our innovative treasury solutions.
- Company: Join Hazeltree, a leader in treasury management for investment firms.
- Benefits: Enjoy competitive salary, bonuses, health insurance, and career growth opportunities.
- Why this job: Be a trusted advisor and make a real impact in the financial services industry.
- Qualifications: 5+ years in client success or account management, preferably in finance.
- Other info: Collaborative environment with a focus on professional development.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Senior Account Manager Job Title: Account Manager, Client SuccessLocation: LondonJob Type: Full-TimeReports To: Chief Client OfficerAbout Hazeltree Fund Services Inc.Hazeltree is a leading provider of integrated treasury management solutions and services for investment managers, hedge funds, and asset managers. Our innovative platform offers cash management, liquidity management, collateral optimization, and margin management tools, enabling clients to enhance operational efficiency, reduce risks, and improve returns. With a global presence, Hazeltree is committed to delivering exceptional value and cutting-edge technology solutions to the financial services industry.Job OverviewWe are seeking a dynamic Account Manager, Client Success to join our team and cultivate lasting partnerships with our prestigious client base. This role is ideal for someone who thrives on building relationships, driving strategic growth, and ensuring client success in the world of treasury technology. As a key client champion, you will act as a trusted advisor to investment firms, helping them optimize financial performance and operations through our innovative platform.Key ResponsibilitiesClient Relationship Management: Forge deep relationships with key decisionâmakers at hedge funds and private market firms.Understand client business objectives, challenges, and evolving needs to maximize engagement.
Strategic Growth & Revenue Expansion: Identify upsell and crossâsell opportunities, expanding Hazeltree\âs footprint within existing accounts.Contribute directly to revenue growth by aligning clients with solutions that enhance their financial performance.
Treasury & Product Expertise: Develop a deep understanding of Hazeltree\âs platform and the intricacies of treasury management in the investment management industry.Educate clients on best practices and help them fully leverage our solutions.
Client Success & Retention: Proactively address client needs, provide expert training, and ensure seamless ongoing support.Drive platform adoption and maximize customer satisfaction.
CrossâFunctional Collaboration: Work closely with internal teams (implementations, product, sales, support, etc.) to advocate for client needs and contribute to continuous solution improvements.Provide insights and feedback that directly shape the evolution of our platform and services.
QualificationsEducation: Bachelor\âs degree in Finance, Business, or a related field.
Experience: 5+ years of experience in client success, account management, or a related role.Experience working with hedge funds, private equity firms, or financial services is highly desirable.
Relationship Mastery: Proven ability to build rapport, foster trust, and nurture longâterm client relationships.Sales & Growth Mindset: Passion for identifying opportunities and driving revenue growth through upselling and crossâselling.Financial Acumen: Strong understanding of financial products and investment management dynamics.TechâSavvy: Comfortable with SaaS platforms and eager to deepen knowledge of treasury technology.Communication Skills: Exceptional communication, presentation, and interpersonal skills.ProblemâSolving & Proactiveness: Ability to identify challenges, develop solutions, and proactively manage multiple client accounts.Organizational Excellence: Highly organized, selfâstarter with strong timeâmanagement skills.Bonus Points: Experience working with hedge funds or private equity firms.Familiarity with treasury management principles and best practices.Experience with CRM systems (e.g., Salesforce, ChurnZero, Zendesk).
What We OfferCompetitive salary and performance-based bonuses.Comprehensive health, dental, and vision insurance plans.Pension plan.Opportunities for professional development and career advancement.A collaborative and supportive work environment.Seniority Level Mid-Senior levelEmployment Type FullâtimeJob Function Sales and Business DevelopmentIndustries Financial Services and IT System Custom Software Development
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Senior Account Manager employer: Hazeltree
Contact Detail:
Hazeltree Recruiting Team
StudySmarter Expert Advice đ¤Ť
We think this is how you could land Senior Account Manager
â¨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and donât be shy about reaching out on LinkedIn. Building relationships can open doors that a CV just canât.
â¨Tip Number 2
Prepare for interviews by researching the company inside out. Know their products, values, and recent news. This shows youâre genuinely interested and helps you tailor your answers to what they care about most.
â¨Tip Number 3
Practice makes perfect! Do mock interviews with friends or use online resources. The more comfortable you are speaking about your experience and skills, the better youâll perform when it counts.
â¨Tip Number 4
Donât forget to follow up after interviews! A quick thank-you email can leave a lasting impression and keep you top of mind. Plus, itâs a great chance to reiterate your enthusiasm for the role.
We think you need these skills to ace Senior Account Manager
Some tips for your application đŤĄ
Tailor Your CV: Make sure your CV speaks directly to the role of Senior Account Manager. Highlight your experience in client success and account management, especially in financial services. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why youâre passionate about treasury technology and how you can drive client success. Be genuine and let your personality come through â we love that!
Showcase Your Relationship Skills: In your application, emphasise your ability to build and maintain relationships. Share specific examples of how you've nurtured client partnerships and contributed to their success. Weâre all about collaboration here at Hazeltree!
Apply Through Our Website: Donât forget to apply through our website! Itâs the best way for us to receive your application and ensures youâre considered for the role. Plus, it shows youâre keen on joining our team!
How to prepare for a job interview at Hazeltree
â¨Know Your Stuff
Make sure you have a solid understanding of Hazeltree's platform and the treasury management landscape. Brush up on key financial concepts and be ready to discuss how they relate to client success. This will show that you're not just interested in the role, but that youâre genuinely invested in helping clients thrive.
â¨Build Rapport
During the interview, focus on showcasing your relationship-building skills. Share examples of how you've successfully managed client relationships in the past. Remember, this role is all about trust and collaboration, so demonstrate your ability to connect with people and understand their needs.
â¨Showcase Your Problem-Solving Skills
Be prepared to discuss specific challenges you've faced in previous roles and how you overcame them. Highlight your proactive approach to problem-solving and how it led to successful outcomes for clients. This will illustrate your capability to handle the dynamic nature of client management.
â¨Ask Insightful Questions
Prepare thoughtful questions that reflect your interest in the company and the role. Inquire about Hazeltreeâs future goals, the team dynamics, or how they measure client success. This not only shows your enthusiasm but also helps you gauge if the company aligns with your career aspirations.
