Account Manager, Financial Services

Informatica Chicago , IL 60602

Posted 3 months ago

Job Number: 26818

Position Title: Senior Portfolio Representative

External Description:

The Account Manager, Financial Services & Insurance (FSI), Central US, directly sells enterprise software solutions across the breadth of the company's products and drive incremental license and subscription revenue. This role develops and owns the relationship within assigned accounts/territory and maximizes Informatica's footprint within them. Incumbents effectively collaborate with other teams, including pre-sales, professional services, marketing, channel management, finance and customer support, as well as external parties such as Alliances and Channel Partners. This is a field sales position where extensive travel to the customer's location is regularly expected and key to the performance of the role. Travel is up to and may exceed 50%, based on the needs of the business.

Essential Duties & Responsibilities

  • Expands sales within existing and/or new accounts while building relationships with key decision makers.

  • Develops and executes a strategic and comprehensive business plan for each account, including identifying core customer requirements and mapping the benefits of Informatica's solutions to customer business requirements.

  • Timely documentation within CRM / Marketing software of customer contact and activity data is required of this role (e.g. names, titles, contact information, opportunity value, product information, sales stages, probability, business pain, firm-future commitments, etc.).

  • Accountable for accurate forecasting, regular quarterly revenue delivery, and the implementation of agreed account and business plans.

  • Collaborates with Marketing to develop an effective plan for the accounts, to include events, seminars, and roadmap sessions.

  • Promotes Informatica's products, maximizes brand recognition and mindshare at all levels, and publicizes success stories.

  • Provides customer feedback to internal stakeholders for product, systems, and process improvements.

  • At this level, incumbents will have expert-level knowledge of selling the company's products and services.

  • Assigned accounts are larger and of the most complex nature, where assigned quota is typically higher than lesser-scoped portfolio sales role levels. (Size of quota may be relative to complexity and nature of account set.)

  • Incumbents routinely sell-to and interact with executive-level customer decision makers, to include up to CXO levels.

Knowledge & Skills

  • Holds expert-level experience and uses professional concepts and company objectives to resolve complex issues in creative and effective ways.

  • Deep industry knowledge and understanding of a customer's decision-making process, goals, strategies, and business objectives.

  • Expert-level presentation, customer service, financial/business acumen, and negotiation skills at all levels of customer engagement.

  • Complete, "big-picture" understanding of the business and technical contexts of key accounts.

  • Driven, self-starter who exudes leadership on account set and compels others to get on board.

  • Fully adept at consultative effectiveness and establishing trust with internal and external customers.

  • Fully functional knowledge of hybrid deployment of software solutions, Data Warehousing, Database, and/or Business Intelligence software concepts and products.

Education & Experience

  • BA/BS or equivalent educational background is preferred.

  • Minimum 8+ years of relevant professional experience

City: Chicago

State: Illinois

Alternative Location(s) :

Community / Marketing Title: Account Manager, Financial Services

Company Profile:

At Informatica, We "DATA". We Do Good, Act As One Team, Think Customer First, and Aspire For The Future. Informatica enables companies to unleash the power of data to become more agile, realize new growth opportunities, lead to new inventions resulting in intelligent market disruptions.

A career with Informatica gives you all the opportunities and benefits that can only come from working for the trusted industry leader, including amazing, energetic team members; a globally diverse workplace; and a company dedicated to your success, growth and advancement.

EEO Employer Verbiage:

All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, sexual orientation, gender identity, national origin, protected veteran status, or on the basis of disability.

Life at Informatica

Follow us to meet our team, learn more about life, careers, and events at Informatica. Conquering the Impossible with data, come join #LifeAtINFA!

Travel Requirement: Greater than 50%

Location_formattedLocationLong: Chicago, Illinois US


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Financial Services Data Analytics Manager

Crowe Horwath

Posted 5 days ago

VIEW JOBS 1/24/2020 12:00:00 AM 2020-04-23T00:00 Job Summary Joining our Consulting Financial Services practice is an opportunity to help make the world more honest, transparent, safe, and secure. From day one of your career, you will assist our clients to transform their governance, embed risk in their decision-making and maintain efficient compliance. We will enable an entrepreneurial and innovative environment for you to deliver transformative risk consulting services and to develop deeply specialized skill sets demanded in today's market. We are seeking an experienced Data Analytics Manager in our Financial Services Consulting practice. * This individual will lead the data work stream for various projects including model and data validations, Crowe technology implementations in the anti-money laundering, fraud prevention and detection and trade surveillance solution areas for our financial institution clients, including banks, brokerages, broker-dealers, and other financial services organizations. * The individual will have a client delivery focus and will also work with our Consulting practice leaders to identify and pursue new target clients, build long term business relationships, grow opportunities within strategic geographies and develop analytic solutions for our financial services clients. * Handle other duties assigned by employer. Company Overview Your Journey at Crowe Starts Here: At Crowe, you have the opportunity to deliver innovative solutions to today's complex business issues. Crowe's accounting, consulting, and technology personnel are widely recognized for their in-depth expertise and understanding of sophisticated process frameworks and enabling technologies, along with their commitment to delivering measurable results that help clients build business value. Our focus on emerging technology solutions along with our commitment to internal career growth and exceptional client value has resulted in a firm that is routinely recognized as a "Best Place to Work." We are 75 years strong and still growing. Come grow with us! Qualifications Required: * Bachelor's and/or advanced degree with a concentration in Data Analytics; Finance; Computer Science, Management Information Systems, or Statistics/Mathematics. * 5+ years of experience within the financial services industry. * Experience with data analysis, data validations, data integration/ETL technologies, data structures and business analysis. * Demonstrated experience with data analysis, data integration and data validation activities with large financial services institutions. * Experience with using statistical analysis tools such as SAS; R or python. * Experience with Data Visualization tools such as Tableau, Spotfire, or other. * Ability to lead a team on data related projects. * Demonstrated experience and knowledge of banking and compliance systems. * Demonstrated experience working within a team environment. * Experience working in a results-driven environment within a large institution. * Strong organizational, interpersonal and presentation skills. * Strong written communication skills and the ability to provide thought leadership relevant to the interests and needs of our clients. * Highly effective verbal communication skills and the ability to interact with all levels of management. * Strong teamwork, communication and customer service skills. * Strong analytical, attention to detail, organizational and core project management skills. * Possesses knowledge of the challenges for a data cleansing and integration. * Experience with Data Integration/Business Intelligence projects within the Financial Services/Banking sector. * Ability to work with IT and business personnel. * Willingness to travel 60% or more annually. Preferred: * Experience with Fair Lending, Fraud, and/or AML. * Experience with complete project lifecycle in this area, including but not limited to requirements gathering, data analysis, design, development, testing and data validation. * Experience and successful professional services/consulting background would be preferred. Build a Successful Future in Consulting At Crowe, Consulting professionals provide thought leadership, process expertise, and technology insight in order to help clients identify, assess, evaluate, and reduce risks. Our Consulting professionals serve large organizations across many industries in an environment where innovation and new ideas are highly encouraged. Through various programs, we provide you with learning and reinvention through high-impact formal and systemic training, including industry, solution, technology, and consulting training, as well as certification. You will be part of a strong global team environment with a fast-paced, challenging, and collaborative setting. At Crowe, we strongly endorse an open door policy. Our partners are approachable and accessible across the entire organization. Our team-based culture encourages partners to be in touch with our professionals and active on client projects. The partners of our company lead by example and maintain a strong two-way channel of communication with their teams. We strive to create an environment that is relaxed, fun, dynamic and fulfilling. Our team-based culture has not only resulted in successful projects, but in long lasting friendships as well. Overall, our people find their career choices to be highly rewarding and fulfilling. How You Can Grow: We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and dreams. Crowe (www.crowe.com) is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world. Visit Crowe.com and find out what it's like to work at one of the "50 Best Workplaces for New College Graduates." Crowe ranked seventh on this Fortune list, in addition to being named one of Fortune's "Top 100 Best Companies to Work For" and among Fortune's "20 Best Workplaces in Consulting & Professional Services". In these surveys, Crowe personnel attribute the following policies to making Crowe a great place to work: Innovation: Each year, Crowe invests about two percent of firm revenue in new product development funding to develop ideas brought forward by its people. Building upon a foundation of deep industry specialization, Crowe professionals follow a detailed innovation road map to create original, practical solutions that help address their clients' biggest challenges. This process allows them to see their ideas through from start to finish. Mobility strategy: Rolled out more than two years ago, this strategy defied the norm of the professional services industry. It allows Crowe personnel to work where they're most productive – whether that be the office, their home or elsewhere – and wear jeans while they're in the office. This policy continues to receive great reviews on annual internal employee engagement surveys. Benefits: The firm promotes healthy living through its internal well-being portal, which allows Crowe individuals to complete wellness activities – such as exercise challenges, healthy eating, doctor visits and mindful lifestyle changes – for gift cards and health insurance premium reductions. Additionally, on top of its healthcare and retirement programs, Crowe recently expanded its paid time off policies for military leave and all new parents. Community service: Recently acknowledged in the Fortune Best Workplaces for Giving Back list, the firm places a high priority on community service. In honor of the firm's 75th year, Crowe personnel not only achieved, but surpassed their goal of 75,000 hours of volunteering. We're proud to announce that we volunteered 82,000 hours – giving back to the communities where we live and work. That's the equivalent of 39 full-time employees at the nonprofits we served! In addition, Crowe has policies in place to align its charitable contributions with the volunteer efforts of its people. EOE M/F/D/V Crowe Horwath Chicago IL

Account Manager, Financial Services

Informatica