Account Manager at M1 Finance

Abidjan, Abidjan Autonomous District, Côte d'Ivoire

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Payments, Currency TradingIndustries

Requirements

Minimum of 5+ years’ experience in a customer facing role, Account Management, Business Development, and a proven track record in Financial Services, FinTech, banking institution or payment provider
Must have a track record of revenue generation and closing opportunities/deals
Strong negotiation skills
Exceptional communicator (written and oral) with strong interpersonal skills
Advanced MS Office, Google Suite Tools and CRM skills along with the willingness and ability to become familiar with company-specific tools/software
Ability to foster positive and cordial professional relationships internally. This does not preclude you from being assertive and clearly sharing your opinions on business decisions and approach
Devotion to high-quality customer service with an outgoing, positive attitude
Strong organizational skills ensuring you’re on top of every follow up and nothing falls through the cracks
Highly analytical and able to translate customer feedback into data, and customer ideas into product recommendations
Problem-solving and conflict resolution capabilities
Persevering and willing to roll up your sleeves to do whatever needs to be done
Ability to wear many hats and the poise to navigate the fast-paced ambiguity of our growing company
Passionate about our mission to develop innovative digital payment and treasury management solutions to help businesses scale in frontier markets
Track record of continuous professional growth
Fluent in English, fluency in French is a strong plus
Travel may be required

Responsibilities

Managing part of AZA Finance’s strategic clients allocated to you
Achieving the set revenue targets assigned to you on a quarterly basis
Managing the existing accounts in your portfolio, and any newly closed accounts handed over from the Sales Team
Upselling and cross-selling to client accounts
Working closely with various departments (Product, Trading, Legal, Compliance, Sales, Payments) in order to maintain and further develop the relationships with clients
Using data from our systems to improve client retention, reduce churn and focus on overall customer growth
Driving the growth of all accounts allocated to you
Generating and converting any upsell, cross sell or referral opportunities
Keeping up-to-date account plans of the respective accounts to ensure that the client’s needs and expectations are met by AZA Finance
Mastering a sound understanding of AZA Finance’s product offering and pricing structures in order to maintain client relationships and support them

Skills

Account Management

Client Relationship Management

Upselling

Cross-selling

Revenue Targets

Customer Retention

Data Analysis

Churn Reduction

Sales Collaboration

M1 Finance

Investment platform with margin loans and rewards

About M1 Finance

M1 Finance offers a technology-driven investment platform that allows users to invest in various financial instruments and provides incentives like cash bonuses. It also provides margin loans, enabling clients to borrow against their portfolio, and the Owner’s Rewards Card, which offers cash back that can be reinvested. M1 Finance stands out by combining investment options, lending services, and a rewards credit card to help clients grow their portfolios. The company's goal is to empower clients to manage and enhance their investments securely and efficiently.

Chicago, IllinoisHeadquarters

2015Year Founded

$314.4MTotal Funding

SERIES_ECompany Stage

Fintech, Financial ServicesIndustries

201-500Employees

Risks

Increased competition from fintech startups could erode M1 Finance's market share.

Reliance on third-party technology providers exposes M1 to operational risks.

Regulatory scrutiny may arise from new financial products like the Owner's Rewards Card.

Differentiation

M1 Finance offers a unique Finance Super App™ for investing, borrowing, and spending.

The Owner's Rewards Card provides up to 10% cash back, enhancing customer value.

M1 Finance integrates with Thought Machine for scalable, efficient cloud-native banking technology.

Upsides

M1 Finance raised $150M in Series E funding, enabling expansion and innovation.

The launch of new solutions like Custodial Accounts diversifies M1's product offerings.

Partnership with Lasernet improves document management, enhancing customer experience.

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