Senior Account Manager at M1 Finance

Lagos, Lagos, Nigeria

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, FinTech, Banking, PaymentsIndustries

Requirements

Minimum of 8+ years’ experience in a customer-facing role, Account Management, Business Development, or a related field
Proven track record in Financial Services, FinTech, banking institutions, or payment providers
Strong negotiation skills
Exceptional communication skills (written and oral)
Strong interpersonal skills
Advanced proficiency in MS Office and Google Suite tools
CRM skills
Willingness and ability to learn company-specific tools/software
Ability to foster positive professional relationships internally

Responsibilities

Manage a portfolio of strategic clients, ensuring their needs and expectations are met
Achieve quarterly revenue targets assigned to the role
Drive growth within existing accounts through upselling and cross-selling opportunities
Manage newly closed accounts handed over from the Sales Team
Maintain and develop strong relationships with clients and internal departments
Utilize data from company systems to improve client retention, reduce churn, and focus on overall customer growth
Develop and maintain detailed account plans to ensure client satisfaction

Skills

Negotiation

Communication

Interpersonal Skills

MS Office

Google Suite

CRM

Data Analysis

Account Management

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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