Serve as the primary point of contact for assigned clients.
Develop a deep understanding of clients' business needs, objectives, and challenges.
Build and maintain strong, long-lasting client relationships to ensure high levels of client satisfaction and retention.
Identify opportunities to upsell or cross-sell additional fintech products and services.
Collaborate with the sales team to meet and exceed revenue targets.
Create account plans that align with client goals and drive business value.
Conduct regular business reviews with clients to track progress and identify areas for improvement.
Ensure smooth onboarding and implementation of solutions for new clients.
Resolve client issues promptly by coordinating with product, support, and technical teams.
Monitor and report on key account metrics, providing regular updates to leadership.
Stay informed about industry trends, regulatory changes, and competitor offerings.
Maintain a thorough understanding of the company's fintech products and services to provide clients with expert guidance.
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