Senior Account Executive
Fiserv - Sunnyvale, CA
**This position is remote and can be based anywhere in the US**

Investment Services Senior Account Executive


Serving as the primary contact for the client’s executive and/ or senior level managers, the AE is responsible for managing and growing the overall relationship with key senior-level decision makers and influencers at assigned clients to create customer loyalty and increase revenues

Relationship Management:
  • Conducts regular status and strategy meetings with the customer's senior management to understand their needs and link them to Fiserv’s product/service strategies. Effectively and routinely delivers key Fiserv messages
  • Responsible for increasing client satisfaction, revenue and transaction growth, with a focus on profitability improvements aligned with Fiserv’s objectives
  • Serves as the client advocate internally to direct resources and activities within the company organization.
  • Effectively communicates the “voice of the customer” across various function areas
  • Serves as an industry expert (Wealth Management); including communicating relevant industry trends and best practices to clients that ultimately create demand for Fiserv’s products and services
  • Demonstrated ability to handle highly complex relationships/issues/negotiations

Growing the Business:
  • Creates Investment Services account plans that will set strategic direction, up-tier relationships within client accounts, and drive the business; collaborates and provides input on Enterprise plans where applicable
  • Responsible for proactively conducting analysis of clients’ business metrics and research to optimize product activity that will drive value for our external customers.
  • Conducts account reviews for internal executive management against account plan progress
  • Requires effective forecasting and budgeting of key metrics for assigned customer accounts
  • Responsible for identifying and capitalizing on expansion opportunities within existing accounts and up-selling products/services in collaboration with the sales team
  • Drives and manages contract renewal process for client contracts and maximizes return for the business unit

Additional "Senior" Responsibilities:
  • Acts as a role model and contributes to the development of other Account Management team members
  • Displays strong initiative for both internal and external opportunities including representing account management where applicable in broader business meetings
  • Demonstrates significant influence with clients and exhibits a strong presence in client meetings including being adept at running client meetings with minimal or no management direction
  • Proactively seeks out market data, product detail and industry trends and applies knowledge to build trust with clients
  • Viewed as a leader within Fiserv, both amongst immediate team and across the company

Skills/Experiences Required:
  • Typically interfaces with senior management or executives and requires minimal supervision and direction
  • Must have proven track record in attaining/exceeding quota based metrics
  • Strategic account planning experience
  • Demonstrated effective communication skills that include internal communication of client opportunities, issues, escalations and external communication that includes key Fiserv messages
  • Strong presentation skills
  • Demonstrated leadership and management skills coupled with strong business acumen
  • Requires a minimum of 10 years of sales or account management experience in a business-to-business environment or equivalent experience; with 5-7 years of experience in the financial services industry
  • Bachelors degree is required
Fiserv, Inc. is an Equal Employment Opportunity/Affirmative Action Employer and maintains a Drug-Free Workplace.

Fiserv, Inc. is an Equal Employment Opportunity/Affirmative Action Employer and maintains a Drug-Free Workplace.

Fiserv - 30+ days ago - save job - block
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About this company
398 reviews
It's 10:30, America. Do you know where your money is? Fiserv does. The company provides financial services technology to banks,...