Account Manager - Financial Services

Centric Consulting

Centric Consulting

Accounting & Finance, Sales & Business Development
Boston, MA, USA
Posted on Tuesday, March 19, 2024

Account Manager – Financial Services

Job Location: Boston, MA

Join our team

Centric Consulting is an international management consulting firm with expertise in digital, business and technology. We are looking for an Account Manager who has experience selling to large financial services firms in the Boston area, to join our growing team.

This is a hybrid remote role with the opportunity for onsite and remote work.

What We Offer?

We offer benefits to support your physical, emotional, mental and financial health:

  • Time Off, When You Need It. A self-managed paid time off (PTO) program.
  • Built For Families. Parental leave and flexible remote working options.
  • Care For You and Yours. Flexible health care options for you, your family and your pets. Plus, long-term disability, 401(k) benefits and more!
  • Help With the Little Things. Stipends to offset home office costs (such as internet, cell service and supplies).
  • Our Success Is Your Success. A profit-sharing program and annual company-sponsored trip to celebrate our accomplishments together.
  • Opportunities to Grow. Take courses. Attend conferences. Get certified.

Want to know why you should work with us and what we offer employees? Visit our website to learn more.

In this role, you will:

  • Own the overall account and client relationship:
    • Establish collaborative, trusted partnerships with key stakeholders
    • Be accountable for business outcomes and team performance results
    • Serve as an escalation point for risk/issues related to the client
    • Manage, execute, and collaborate with internal Centric teams and third parties in account administration activities, such as project setup, talent acquisition & staffing, revenue optimization, approval of account time and expense, forecasting, billing and accounts receivable, etc.
  • Develop a deep understanding of your client’s organization priorities in order to:
    • Demonstrate company and Financial Services knowledge
    • Bring the best of Centric to address the client’s biggest opportunities
    • Lead strategic account planning demonstrating financial and business acumen, value analysis, and opportunity insight
    • Evaluate existing accounts to expand offerings as well as analyze competitors, recommend strategies, and lead proposals to gain net new business
  • Delivery solutions for clients that help them achieve their goals:
    • Drive discovery of new opportunities to significantly grow new revenue streams
    • Demonstrate value to the customer by leading the creation of the solution proposal, business case, and contract win
    • Lead projects/programs and participate in projects in both Business Consulting and Technology Delivery in a billable capacity
    • Maintain alignment to the Centric mission to create unmatched experiences for our clients and employees. Live the Centric values and be a steward of the firm’s culture.

Who you are:

  • Has a minimum 7+ years of experience in Account Management and Project Delivery roles.
  • Has a strong background in the Financial Services industry, ideally in the areas of account management and/or sales.
  • Has a strong understanding of the Financial Services sector including current technologies, partnership ecosystem, and major trends impacting the industry.
  • Demonstrates a track record of successfully developing and growing large complex financial services accounts in the Boston area.
  • Ability to set an account strategy and goals and provide leadership to ensure the team achieves the planned goals.
  • Builds trust and has the client’s best interest at heart.
  • Proven ability to deliver unmatched client experiences.
  • Ability to provide true thought leadership and understanding of clients’ industry and market in order to assess client needs, identify omissions and gaps, and design optimal solutions.
  • Executive-level communication, both internal and customer facing.
  • Strong focus in all areas of delivery, relationship management, and the identification of opportunities and risks.
  • Experience developing proposals and SOWs for clients and prospects.
  • This role is a hybrid of onsite in Boston and remote.

About Centric Consulting:

Founded in 1999 with a remote workforce, we combine the benefits of experience, flexibility and cost efficiency to create tailored solutions centered on what’s best for businesses. Now numbering more than 1,400 employees across the country and India, we’re committed to solving clients’ toughest problems and delivering on our mission of providing unmatched experiences.

Our purpose at Centric Consulting is to bring unmatched experiences to clients and employees. These aren't just words we use — it's how we became a company and who we are today. Providing an unmatched experience means we approach each other as human beings and lead with empathy and humility. It means we work diligently to ensure we are a place where everyone can create a sense of belonging and feel respected for who they are.

We know that creating and sustaining an authentically welcoming culture requires that we all play a part in promoting diversity, equity, and inclusion , from our business practice to how we show up for employees and communities. At Centric, we are looking for and embrace candidates of all backgrounds and identities who have a hunger for learning, collaborating, and generating unmatched experiences. This is how we bring our mission and core values to life, working together to provide the highest quality services to our clients while allowing our employees to reach their full potential.