Head of Account Management- Wallstreet Treasury Wall Street Systems

Tracking Code
20110031
Job Description

Wall Street Systems (Wallstreet) is the market leader in treasury, central banking and FX trade processing solutions. Its functionally rich and scalable solutions are used by the world?s largest corporations and financial institutions to improve workflow, manage risks and increase overall productivity throughout the enterprise. Wallstreet?s award winning solutions are used by tens of thousands of users to process millions of transactions aggregating to trillions of dollars, every day.

With a 25 year heritage, Wallstreet has an outstanding reputation for quality and responsive service, and prides itself on helping its clients achieve long lasting benefits and results. Its 700 employees service over 650 clients, operating out of 14 offices worldwide.

Wallstreet has recently accelerated its mid-cap corporate treasury product offerings with acquisitions of City Financials flagship eTC Treasury Management offering and Speranza Systems innovative, first mover, electronic bank account management platform, and most recently Treasura from Thomson Reuters Corporate Treasury Manager. For more information, please visit www.wallstreetsystems.com

Job Description

There are nearly 500 corporate clients operating the Wallstreet Treasury?, City Financials, Speranza, and/or Treasura products across the globe. This role is responsible for the strategic direction and management of the North American account management team. This role is also that of Senior Account Manager, assigned to a number of larger client accounts located within North America. The Head of Account Management is responsible for actively managing relationships at senior levels within the client organization and also to sell additional products and services to the assigned clients. In addition, this role is responsible for building and operating strategic and structured account management programmes across the total client base that focuses on ensuring client satisfaction is maximised. Thus providing for strong client retention and being a solid sales platform for the rest of the account management team under this roles leadership to take further product and services into the install base. This role reports into the business unit managing director.


Key Responsibilities

Manage and lead a team of 5 account managers located throughout the US and Canada. This includes management of day-to-day issues and also setting the strategic direction for the team.
Perform role as key senior relationship manager for the assigned accounts within the business unit, leveraging local account managers and the regional operational management structure as appropriate.
Retain clients and sell Products and Services into assigned accounts directly and through the remaining account management team to ensure Account Management within the business unit meets quota and bonus plan targets.
Construct and rollout for global operation, strategic account management programmes so that clients are managed effectively and consistently across the account management team
Ensure that the account management functions supports and operates to the goals of the regional management agenda within the Wallstreet matrix management structure
Ensure there is a maintenance and development of good client relationships and upward trends in client satisfaction surveys
Own and operate a formal reference programme, striving to improve client / partner focus to increase client satisfaction and reference ability
Drive to have all our clients on the latest Software as a Service (SaaS) solution platform, up selling where appropriate in doing this, then use this common platform as a base to sell additional product, services and partner solutions
Ensure Salesforce.com is maintained for all account management activity
Ensure all client product issues are managed appropriately, including enhancements, by providing accurate and considered analysis of client issues along with appropriate solutions to meet the client?s requirements.
Drive a programme of marketing and client events, including user groups to support and align client messaging as appropriate to our strategy.
Ensure client invoices collection/bad debt management are at the fore front of the relationship agenda with clients.
Support the quality management initiatives and programs for Wallstreet
Manage proposals, bids and all commercial, legal aspects of the client relationship and up selling process, adhering to corporate process and policies as appropriate.
Develop the client extranet as a key communication tool for all clients.
Provide monthly performance data related to the global client base in a format that can be consolidated with in executive dashboard of key business and services indicators.
Provide ad-hoc support to Professional Services, Customer Services, Sales and Pre-sales.

Required Skills

Account management leader- 15+ years experience including managing a team of least 5 in North America
Comfortable in dealing with Senior Management ? both internally and externally ? explaining technical issues to managers of both a technical and non-technical background
Possess and demonstrate a level of gravitas that offers core assurance and comfort to senior client contacts in all interactions.
Ability to identify complex problems and reviewing related information to develop and evaluate options
Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
A self-motivated and hard working individual who is goal orientated, able to work with minimal supervision and contribute effectively to the team
Good customer relationship and interpersonal skills
Organization and planning skills
Ability to manage multiple tasks simultaneously and to identify issues quickly and effectively in a rapidly changing environment
An enthusiasm for taking responsibility and a passion for knowledge
Fluent in English both spoken and written
Knowledge of financial industry, instruments and markets would be an advantage
The candidate is not required to have any system knowledge; however they must have account management experience, preferably in the Treasury market. The applicant will need to have proven inter-personal skills that can be leveraged, allowing them to add value, ideas and contribute with immediate effect

Required Qualifications

Minimum - Degree in Business

Location:	30 Broad Street 24th Floor New York, NY 10004 United States