Account Director – Financial Services

Overview

In this role you will manage key financial services accounts, driving satisfaction and successful delivery of Experian’s platform and software solutions. You will develop strategic account plans, identify growth opportunities, and collaborate with product development and marketing to tailor solutions and achieve revenue targets. You will lead upselling and cross-selling initiatives while staying ahead of market trends and client needs. You will communicate progress to senior leadership and coordinate across virtual teams to meet targets. This role offers a chance to shape multi-market client strategies within a global data and technology company.

Pay / Benefits

• Hybrid working
• Uncapped commission
• Pension
• Bupa healthcare
• Sharesave Scheme
• 25 days annual leave + 8 bank holidays + 3 volunteering days

Responsibilities

• Revenue generation to maximise growth and future opportunities
• Develop and maintain strategic client relationships and act as primary contact for assigned accounts
• Create account plans to achieve revenue targets and drive client growth, including upsell/cross-sell
• Conduct market and client analysis to identify opportunities and risks
• Maintain clear communication; prepare presentations, proposals, and reports for clients and senior management

Key requirements

• Experience selling platform and software solutions to financial/banking clients with upselling/cross-selling
• Understanding of banking/financial services business and market dynamics
• Strategic planning to develop growth strategies for clients
• Strong client relationship management with senior-level stakeholders
• Technical knowledge of Experian’s software and platform offerings
• Market analysis capabilities and competitors awareness
• Collaborative with internal teams (sales, marketing, product development)
• Experience with recognised sales methodologies (Miller-Heiman, SPIN)
• Proven ability to manage virtual teams and meet sales targets

• Relationship-building
• Customer-centric approach
• Cross-functional collaboration
• Experience selling platform and software solutions
• Understanding of Experian’s software and platform offerings
• Market analysis and opportunity identification

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