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For Companies At a Glance
- Tasks: Build strong client relationships and drive strategic growth in treasury technology.
- Company: Join Hazeltree, a leader in innovative treasury management solutions.
- Benefits: Enjoy competitive salary, bonuses, health insurance, and career advancement opportunities.
- Why this job: Make a real impact by helping clients optimise their financial performance.
- 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 £ per year.
Company: Hazeltree Fund Services Inc.
Location: London
Job Type: Full-Time
Reports To: Chief Client Officer
About 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 Overview
We 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 Responsibilities
- Client Relationship Management: Forge deep relationships with key decision-makers 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 cross-sell opportunities, expanding Hazeltree’s 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’s 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.
- Cross-Functional 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.
Qualifications
- Education: Bachelor’s 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.
- Skills & Competencies:
- Relationship Mastery: Proven ability to build rapport, foster trust, and nurture long-term client relationships.
- Sales & Growth Mindset: Passion for identifying opportunities and driving revenue growth through upselling and cross-selling.
- Financial Acumen: Strong understanding of financial products and investment management dynamics.
- Tech-Savvy: Comfortable with SaaS platforms and eager to deepen knowledge of treasury technology.
- Communication Skills: Exceptional communication, presentation, and interpersonal skills.
- Problem-Solving & Proactiveness: Ability to identify challenges, develop solutions, and proactively manage multiple client accounts.
- Organizational Excellence: Highly organized, self-starter with strong time management skills.
What We Offer
- Competitive 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.
Senior Account Manager in Slough employer: Hazeltree
Contact Detail:
Hazeltree Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Account Manager in Slough
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. The more connections you make, the better your chances of landing that dream job.
✨Tip Number 2
Prepare for interviews by researching Hazeltree and understanding their platform inside out. Know their services and think about how you can contribute to client success. This will show them you’re genuinely interested and ready to hit the ground running.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the role of Account Manager, Client Success. Highlight your relationship-building skills and any relevant successes in previous roles to demonstrate your value.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining the Hazeltree team and are keen to be part of our innovative journey.
We think you need these skills to ace Senior Account Manager in Slough
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Account Manager role. Highlight your experience in client success and account management, especially if you've worked with hedge funds or financial services. We want to see how your skills align with what Hazeltree is looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about treasury technology and how you can drive client success. Be sure to mention specific achievements that demonstrate your relationship-building skills and revenue growth mindset.
Showcase Your Financial Acumen: Since this role involves understanding financial products and investment management, make sure to showcase your financial knowledge. Whether it's through your education or past experiences, let us know how you can bring value to our clients at Hazeltree.
Apply Through Our Website: We encourage you to apply directly through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team at Hazeltree!
How to prepare for a job interview at Hazeltree
✨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 you’re genuinely invested in helping clients optimise their operations.
✨Build Rapport
During the interview, focus on demonstrating your relationship-building skills. Share examples of how you've successfully managed client relationships in the past. Highlight your ability to understand client needs and how you’ve proactively addressed challenges. This will resonate well with the hiring team looking for someone who can cultivate lasting partnerships.
✨Showcase Your Sales Mindset
Be prepared to discuss specific instances where you've identified upsell or cross-sell opportunities. Talk about how you aligned solutions with client needs to drive revenue growth. This will illustrate your sales acumen and your proactive approach to client success, which is crucial for the role.
✨Ask Insightful Questions
Prepare thoughtful questions that demonstrate your interest in the company and the role. Inquire about the challenges Hazeltree faces in client success or how they measure client satisfaction. This not only shows your enthusiasm but also your strategic thinking and desire to contribute to the company's growth.
