Account Manager, Financial Services
Location: Toronto, Ontario, Canada
Job Number: 31243
Position Title: Senior Portfolio Representative
Account Manager, Financial Services
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 the Financial Services customers 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.
This role requires deep knowledge selling into Financial Services entities and is located in Toronto.
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, including 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
- Experience selling enterprise Cloud software into Financial Services customers
- BA/BS or equivalent educational background is preferred.
- 8+ years of relevant professional experience
Seniority Level: Mid-Senior Level
Alternative Location(s) :
Community / Marketing Title: Account Manager, Financial Services
Remote LinkedIn Hashtag:
LinkedIN Hashtag: LI-KS1
Unleash Your Potential
A career with Informatica gives you all the opportunities and benefits that can only come from working for the trusted industry leader. By joining our team, you'll be able to solve real-life problems, make a difference, have a global impact, and join a supportive group of globally diverse teammates. We encourage you to be yourself, grow with us and unleash your potential.
EEO Employer Verbiage:
Informatica, the Enterprise Cloud Data Management leader, empowers businesses to realize the transformative power of data. We have pioneered a new category of software, the Informatica Intelligent Data Management Cloud (IDMC), powered by AI and a cloud-first, cloud-native, end-to-end data management platform that connects, manages and unifies data across any multi-cloud, hybrid system, empowering enterprises to modernize and advance their data strategies. Customers in more than 100 countries and 85 of the Fortune 100 rely on Informatica to drive data-led digital transformation. For more information, visit us at www.informatica.com, LinkedIn, Twitter, and Facebook.
Conquering the Impossible with data, come join #LifeAtINFA!
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.
Travel Requirement: Up to 25%
Location_formattedLocationLong: Toronto, Ontario CA