Note: The job is a remote job and is open to candidates in USA. Vistra helps clients navigate the complexity of global business and achieve progress without friction. The Enterprise Account Manager Funds will manage high-value fund accounts, build customer relationships, and drive expansion and cross-selling across Funds solutions. The role also involves developing strategic account plans, coordinating service delivery and onboarding, and advising customers on international expansion.
Responsibilities
- Foster and maintain meaningful business relationships with assigned Funds accounts
- Create, identify, and convert expansion ACV opportunities in assigned accounts to cross sell / upsell across all Funds solutions and products
- Develop and maintain fluency of Private Equity knowledge, common collateral and standards to ensure you meet and exceed customer expectations
- Develop and execute a strategic plan for overall book of business to ensure targets are met and exceeded, creating individual strategic account plans for priority customers
- Foster a deep understanding of customer needs and proactively apply product and business knowledge to sell insightful, innovative solutions
- Utilize Marketing Development Rep to conduct research aiming to better understand the distinct customer profiles within your book of business
- Tailor messaging and communications to effectively articulate Vistra’s value proposition for each customer profile
- Leverage Subject Matter Experts to utilize their technical expertise & knowledge to sell insightful, innovative solutions during the time of sale
- Coordinate with Central ORM team to ensure service delivery team is executing at the local level & stay informed of any issues that need to be raised to EAM
- Coordinate with Onboarding CRMs to ensure customers receive best in class onboarding process and white glove service to meet their needs throughout the adoption phase. Ensure the EAM remains the face to the customer through approvals
- Provide advisory expertise to customer to help develop international expansion plans through industry knowledge & client experience
Skills
- The role can be based anywhere on the East Coast and is remote with travel as required
- * Organised and disciplined Sales approach
- * Intellectual curiosity and fearless cold-calling
- * Building effective relationships with colleagues, clients and third parties including lawyers, bankers, tax advisors and notaries
- * Proactively following-up on daily matters
- * Anticipating potential queries and issues
- * Sharing knowledge and experience with your direct colleagues
- * Being a role model in terms of the Values
- * Taking responsibility and leading by example
- * Make sure that deadlines are met
- * Team player
- * Adhere to internal procedures at all times
- * Minimum of 10 years of experience with a professional services firm
- * Confident and persuasive communicator who asks great questions
- * Excellent presentation skills
- * Highly self-motivated
- * Solid negotiation skills and proven attainment of large revenue targets
- * Strong knowledge of Private Assets (Real Estate, Infrastructure, Private Debt and Private Equity)
- * Ability to successfully communicate and influence with all levels
- * Ability to develop and grow commercial business activity
- A university degree in sales specific certification, or a proven track record in the Commercial area
- * Background in financial services sales with specific exposure to Alternative Investments products and structures, e.g. Private Equity and Real Estate, a notable differentiator
- * Experience selling Offshore funds services especially into regulated markets, a huge plus
Benefits
- Remote work anywhere on the East Coast
- Travel as required
Company Overview