Broadridge

Senior Account Manager (California, Home office)

Broadridge$100K — $120K *
US-AnywhereRemote in California, US
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Deep understanding of Corporate Governance, Investor Relations, Shareholder Services, and Regulatory Reporting for Corporate Issuers.
  • Minimum 5 years of enterprise sales or account management experience with corporate secretaries and general counsels.
  • Strong closing and contract negotiation skills.
  • Consultative approach to solving problems with clients and stakeholders.
  • Ability to travel (20%) for client engagements.
  • Excellent presentation and interpersonal skills.

Responsibilities

  • Cultivate and maintain relationships with executive sponsors and key partners.
  • Monitor service delivery and account health, acting as a point of escalation for clients.
  • Originate new sales opportunities, focusing on client needs and company initiatives.
  • Facilitate service review meetings to discuss performance and strategic initiatives.
  • Prepare and execute annual client strategic plans with defined goals.
  • Lead all aspects of the client relationship including solutions and negotiations.
  • Remain updated on industry issues and provide input for product development.

Benefits

  • Comprehensive benefits package as detailed on the company website.
Full Job Description
Job Description

This Senior Account Manager role will be responsible for managing a portfolio of client relationships, servicing and selling, within our Broadridge Issuer Solutions business. You will serve as a trusted advisor and strategic partner in helping clients achieve their business goals through the use of Broadridge's suite of products and services. The individual in this role will need to have strong presentation and influencing skills as well as a commercial mindset. You will partner closely with business leaders and key decision makers both internally and within our clients' organizations to ensure the timely and successful delivery of our solutions.

Key Responsibilities:

Client Relationship Management
  • Cultivate and maintain strong relationships with executive sponsors and key partners across all areas of the firm
  • Monitor service delivery and health of account relationships, keep clients connected to our ever-growing capabilities and be a point of escalation for our clients
  • Originate new sales opportunities within existing accounts, focusing on client needs and Broadridge strategic initiatives.
  • Facilitate periodic service review meetings to discuss ongoing performance and engage in strategic discussions (key initiatives, new capabilities, etc.)
  • Communicate changes in accounts and the market environment to management at all levels where appropriate
  • Share the full breadth of Broadridge's products and expertise to create a distinct, competitive offering for our clients
  • Prepare and execute annual client strategic plans; define goals and objectives, and map a route to achieving them
  • Lead all aspects of client relationship - needs assessment, solutions, negotiations, retention/renewals and client experience/satisfaction.
  • Remain current on industry issues and to provide strategic input into product development
  • Manage internal resources to provide the necessary expertise and support during the sales process.

Client Retention
  • Grow Broadridge's market share and strengthen its positioning within each account
  • Work with team members to understand and help manage client satisfaction
  • Ensure all renewals are completed prior to expiration dates and participate in all necessary aspects of the renewal process
  • Conduct and coordinate negotiations on contract terms and conditions; work with business management, finance, and legal in preparation of all pricing proposals and legal documents
  • Ensure Information Security activities are coordinated across the Client and within Broadridge

Origination of upsell and new business opportunities
  • Introducing new products and services to established client base
  • Meet with client's senior management teams on a regular basis to understand their business initiatives and priorities; identify opportunities where Broadridge product and service capabilities are well aligned
  • Maintain a constant awareness of current and planned development of Broadridge products and services
  • Engage appropriate internal business segments and product sales teams

RequiredExperience:
  • Deep understanding of the inner workings of Corporate Governance, Investor Relations, Shareholder Services and Regulatory Reporting for Corporate Issuers.
  • Minimum 5 years of enterprise sales or account management experience selling to corporate secretaries, general counsels, and heads of Investor Relations.
  • Closing and contract negotiation skills.
  • Ability to take a consultative approach to problem solving with clients and internal stakeholders
  • Ability to travel (20%)
  • Excellent presentation and interpersonal skills. The ability to work in a dynamic, high pressure environment.

Compensation Range: The salary range for this position is between $100,000.00- $120,000.00 USD.

Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

Bonus Eligibility: Bonus Eligible, Commission Eligible.

Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings for this role.

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About Broadridge

Broadridge Financial Solutions, Inc. is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers. With over 10,000 associates in 18 countries, Broadridge delivers the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. Broadridge is the leading provider of proxy services, handling more than 50% of the shares voted at the annual meetings of S&P 500 companies. The company also provides transaction processing services for fixed income, equity, and mutual funds, as well as technology solutions for wealth management.
Learn more about Broadridge
Size
13,704 employees
Market Cap
$15.9 billion
Industry
Net Income
$518.8 million
Founded
1962
5 Year Trend
+6.6%
Revenue
$4.6 billion
NASDAQ

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