Strategic Account Manager, Equals
Solutions
3-5 days a week in office
Payments, cards, and expenses, made simple
Job no longer available
Payments, cards, and expenses, made simple
201-500 employees
Job no longer available
3-5 days a week in office
201-500 employees
Company mission
To make money management as simple as possible for their customers.
Role
Who you are
- We’re doing this by hiring exceptional people and are now looking for a Strategic Account Manager to join our team
- You will bring extensive knowledge of the B2B Payments & card issuing industry and have working experience of a wide range of best practices, systems, and tools
- You can spot new opportunities, efficiency gains and work to implement new processes
- You can take responsibility for setting strategic direction and most importantly executing on that path
- Numerical - advanced analytical skills and able to interpret reporting
- Deep knowledge of the B2B payments & card issuing industry and best practice tools, systems, and processes
- In-depth knowledge of IBANs, BICs and international payment systems
- Strong understanding of payment architecture and routing principles
- Commercially savvy - able to construct commercial pricing models that delivers for both parties and protects Equals revenue in the long term
- A self starter - knows how to get things done - happy to initiate activity and galvanise a team to deliver success both internally and externally
- Excellent Communication skills, socially confident and engaging
- Meeting planning and execution - structured agendas and activity on Hubspot
- Sales proposal and presentations - Advanced
- Proactive relationship management - internal and external stakeholders
- Strong verbal and written skills with a strong ability to articulate and communicate strategies and plans to influence their audience
- A track record of exceeding projected KPI targets
- Comfortable working in a regulated business, where innovation and compliance, security and scalability must all work in harmony
- Proven negotiation skills - for new and existing contracts - understanding contract clauses and being able to explain them to clients
- Relationship Management skills - building a multi point engagement strategy - peer to peer across the client's business units we engage with for both current and future opportunities - Advanced
- Representing Equals at third party events including group client presentations as a subject matter expert
- A role model for our values:
- Make it happen
- Succeed together
- Be the customer
- Go beyond
What the job involves
- We are looking for an outgoing Strategic Account Manager to foster strong relationships with our clients
- The Strategic Account Managers responsibilities also include seeking out new business opportunities, providing clients with knowledgeable advice, guiding their choices, promptly resolving complaints, and ensuring client satisfaction
- To be successful as an account manager you should be able to build positive, long-term relationships and support clients in the decision-making process by identifying solutions that most closely meet their needs
- Manage a portfolio of accounts worth upwards of £5m to identify and grow all business opportunities to achieve revenue targets on a monthly and annual basis
- Matter more to our clients - Source, identify and secure new business opportunities for Equals Money - cross selling and building a network of contacts / stakeholders across the accounts is a key activity for this role
- Execute strategic business plans to drive performance, monitor activity and performance through account development plans that you will own; achieving long term client commitment to Equals Money by understanding their business
- Create a personal plan on a page for your portfolio to include key projects, clients to prioritise and sales activity to exceed sales targets
- Lead Monthly Key Account Reviews which focus on both current and future business opportunities - aligning with the client on these
- Forecast accurately to individual account level on the Equals CRM system
- Report and review success as part of monthly reporting to management - be able to define root causes for account performance and how you have affected the success
- Establish strong relationships at all levels with accounts to ensure opportunities are leveraged and targets achieved
- Negotiate and manage commercial agreements with assigned accounts aligned to achieve overall sales targets
- Work closely with the Equals Group Relationship Director from a strategic and practical level to deliver success
- Commercial Monitoring of pricing data / FX rates through effective use of management information systems/dashboards to optimise portfolio performance, proactively flag and manage any pricing anomalies and protect revenue
- Use public source data (Report and Accounts, Companies House etc) to understand the client, their industry trends - enabling more meaningful engagement and cross sell activity during meetings
- Developing and maintaining a strong understanding of competitors and market trends. Use this knowledge to identify business opportunities and incorporate into your business plan / personal plan on a page
- Proactively feeding back product requirements and ideas so Equals Solutions retain best in class status and competitive advantage
Salary benchmarks
Our take
Born in 2005 out of a desire to use technology to give customers a better deal, Equals' mission is to make money simple for everyone. Founded under the name "FairFX", Equals has been helping customers move and manage their money for years. The company consists of three brands, all working together to provide financial solutions for personal and business customers alike.
Having started as a foreign exchange platform, Equals is evolving into a broader money management platform, moving from originally international payments and travel money towards integrated money management solutions for consumers and businesses. The company covers a number of elements: travel, business expenses, personal finance, and payroll.
Equals has built great customer loyalty which has strengthened its position in launching new products, helping it to become a dominant force in the payments market. With a focus on truly understanding the customer's needs, frustrations and ambitions, and the company should see future success, particularly as it looks to expanding its financial services options for customers.
Freddie
Company Specialist
Insights
Few candidates hear
back within 2 weeks
5% employee growth in 12 months
Company
Company benefits
- Contributory pension
- Life assurance
- Health insurance through BUPA
- Our Employee Assistance Programme offers a 24/7 confidential advice line for health, bereavement and other areas of support
- 25 days holiday per year + your birthday off
- We are members of the cycle to work scheme
- We offer Season Ticket Loans
- Free onsite Nuffield Health gym & pool (London) and discounted gym membership elsewhere
- Interbank currency rates on travel money and international transfers
- Opportunities for progression, development and learning new skills
Company values
- Make it happen - We will own the outcome and execute flawlessly against our plans. We need to deliver our part, and influence others to deliver theirs
- Succeed together - We must pull in the same direction and bring out the best in each other. We need to communicate effectively and adapt together
- Be the customer - We should always be asking ourselves if what we’re doing is making our customers’ lives easier and helping them get more for their money
- Go beyond - We need to care for ourselves and each other, and push ourselves to excel. Every day is a new chance to grow and develop ourselves as well as those around us
Company HQ
City of London, London, UK
Articles
Leadership
Ian Strafford-Taylor
(CEO)Before launching Equals, Ian was one of the founders of FairFX and was appointed a Director in 2007, Ian has also held a number of senior banking roles at Morgan Stanley and UBS.
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