Innovative Systems, Inc. / FinScan is a leading global provider of Cloud and on-premise software data management solutions, in the fast-growing risk and compliance solutions space. We are seeking an experienced multilingual (Spanish and English) Account Manager who has experience and understanding of enterprise SaaS solutions.
Is this you?
Account Management: you are an accomplished enterprise Account Manager. You get excited about developing successful client relationships. Having your efforts lead to successful outcomes for your client and maintaining high account retention levels and strong revenue growth records gives you a sense of deep personal pride.
Software / Technology Solutions: you understand and have worked in the software or technology solutions space and are adapt are probing your clients to uncover the impact the technical environment or workflows have upon the challenges they are experiencing in meeting their data quality, data governance, or regulatory compliance goals. This acumen has enabled you to recommend solutions that bring value and improve their outcomes.
Bi or Multi-lingual and Multi-Cultural: having fluency at minimum with Spanish and English. Portuguese is a plus. Along with this fluency you possess a first-hand understanding of multiple cultures particularly those across Latin America, North America and other parts of the Spanish, Portuguese, and English-speaking world so that you are effective and comfortable navigating business in multiple countries and across all levels of an organization.
Work Environment and Locations
If you reside in proximity to our office locations in the US - Pittsburgh, Pennsylvania, you will have a hybrid work situation. Those residing in other US or Mexico locations will work remotely.
Travel
This role will require travel to client sites. Depending on where the successful candidate resides may have an impact on the amount of travel experienced within this role.
Opportunity and Challenge
Innovative Systems / FinScan solutions are used by the largest banks and financial services organizations across the world. As Account Manager, you'll oversee a portfolio of well-established brands globally. Having core values of honesty, integrity, along with excellent skills of proactivity and follow-through will help your clients to call you first when they are expanding or renewing solutions that keep them compliant with AML-related regulations. Day to day you will have the opportunity to:
learn about your clients' business and provide them with regulatory compliance and sanctions insights becoming a trusted advisor;
grow client relationships through regular check-ins, preparing relationship maps and gap analysis, QBRs, account growth and action plans for all accounts.
continually move closer to achieving your goals, increasing profits via upsells, cross-sells and renewals - helping Innovative/FinScan to maintain its leadership position!
Making a difference
You will make a difference for your clients by unraveling their compliance challenges and providing them with insights and technical solutions to resolve those challenges. By helping them to better manage their compliance risks, you'll also help them to recognize and avoid potential financial terrorist/money-laundering threats. Ultimately - you'll be helping the world to be safer.
Innovative employees thrive on making a difference, building success for each other through caring and collaboration. They make a difference in their communities through volunteering, charitable gift-matching and more.
The Team to support you
You will be supported by a dedicated team that includes sales, pre-sales engineering, product implementation, marketing, and customer success teams. At Innovative/FinScan, you'll have the unrivaled support of Senior leadership and the CEO - all are dedicated to helping you with your accounts whether in an advisory capacity or joining you on client calls or in meetings. Your success is paramount!
Onboarding snapshot
During your first month you will
Complete onboarding training including developing familiarity with our processes, the departments with which you will interact, and what makes the Innovative culture so special.
Gain a sound understanding of our Data Quality and FinScan solutions, and the customers we serve in this space.
Shadow current Account Mangers and conduct internal interviews to understand account history.
Within the first 3 months you will
Develop a key account matrix and prioritize account planning.
Work with your manager to develop objectives and activity plans for achieving your quarterly and annual NNR targets.
Set up discovery calls and prepare for QBRs as appropriate.
Create white space plans to reach targets.
Within 6 months, you will
Document and present current findings to the Executive Management Team on your client relationships
Strategically assess outreach plans and objectives and determine if they will create momentum for long-term profitability or recommend alternatives.
At Innovative/FinScan
We provide opportunities for growth, training and mentoring, a competitive salary, excellent benefits including health plans, volunteer service time off, tuition-reimbursement, career pathing, and more.
We embrace diversity and inclusion and attract talent that is multi-cultural and multi-lingual. You will find friends here and, in our offices abroad.
We respect, support, and challenge each other to succeed and grow.
We give back to our community and those around the world.
More about Innovative/FinScan
You will find a truly empowered and collaborative environment that is at the core of our ongoing growth and success! We are one of the world's most trusted providers of best-of-breed data quality and compliance solutions with a long-standing reputation for creating solutions that are fast, accurate, and scalable.
Our Data Quality solutions cleanse and link data to identify meaningful connections for a centralized view of customers and do so as a standalone solution or in conjunction with our risk / compliance solutions.
FinScan®, one of our most recognized products, is used by our clients in over 60 countries to identify potential money laundering and terrorist financing threats - helping to keep us all a bit safer.
Innovative's world headquarters is in Pittsburgh, Pennsylvania. Other work locations include London, UK; Mexico City, Mexico; Sao Paulo, Brazil; Dubai in the UAE and other operations in Germany, Singapore, and Canada.
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