Principal, Account Job Description

Principal, Account Job Description

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Principal, account provides customer facing training sessions, both live as well as web based covering CCS products and services.

Principal, Account Duties & Responsibilities

To write an effective principal, account job description, begin by listing detailed duties, responsibilities and expectations. We have included principal, account job description templates that you can modify and use.

Sample responsibilities for this position include:

Under general direction, responsible for managing existing customer relationship/ contact and customer retention through renewals
Remain current on industry topics and understand how they impact the customer
Ability to navigate in the CRS, familiarity with GDS and Internet Marketing a plus
Perform regulatory mandated supervision of new accounts submitted by Merrill Edge Advisory Center
Working closely with key business partners include Merrill Edge Concierge by establishing and maintaining positive working relationships to ensure business is conducted within guidelines set by the Firm and industry regulations
Communicating effectively (both written and oral) using clear, concise, and understandable language
Producing regular commentary on items of concern, ongoing issues and recurring patterns
Review and determine suitability for Merrill Edge Select Portfolio (MESP) enrollments and re-profiles
Provide review details in a clear and concise manner to the FSAs/BFAs
Proactively identify trends in each region in order to mitigate risk

Principal, Account Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Principal, Account

List any licenses or certifications required by the position: PMP, ITIL

Education for Principal, Account

Typically a job would require a certain level of education.

Employers hiring for the principal, account job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business/Management, Business, Computer Science, Education, Engineering, Math, Marketing, Technical, MBA, Business/Administration

Skills for Principal, Account

Desired skills for principal, account include:

ECommerce/Online Retail
Web-based software as a service
Consumer services and direct-to-consumer space and relationships therein
Experience selling marketing analytics solutions are
Neustar’s core products via successful completion of sales training program
Products/solutions currently marketed by ACI
Products/solution/services offering
Web based software and Customer Relationship
Basis payroll practices
Business processes and financial structure

Desired experience for principal, account includes:

Dedication to success and a strong sense of ownership
Competent knowledge of Microsoft Office applications
High degree of organization and self-motivation and the ability to work efficiently in a multi-cultural, multi-disciplined "matrixed" project teams
Proficient with Microsoft Office products and Typing
Remains current on technology advancements and implications for core responsibilities
Partner closely with the local Field Administrative Managers to communicate trends and resolve any escalations that may arise

Principal, Account Examples

1

Principal, Account Job Description

Job Description Example
Our company is hiring for a principal, account. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for principal, account
  • Demonstrate efficiency by consistently meeting or exceeding expectations with the Service Level Agreement for managed account enrollment review
  • Provide back up coverage, as needed, when peers are out of the office or capacity needs arise
  • Demonstrate organization in completing day to day responsibilities including, but not limited to queue management and advisor communication
  • Maintain a positive attitude, commitment to excel and passion for supervision in all tasks completed
  • Attend team meetings to share recent trends or MESP enrollment updates with the impacts advisors
  • Reference policy, when needed, to assist advisors with their questions
  • Partner closely with local OMT, including MSMs and RSEs, regarding MESP related questions and requests
  • Support the functional and technical domain for Account Services products & systems under GTS (Global Transaction Services) – such as Liquidity Management, Current Account, Fixed / Term Deposit and other related applications, for Transactional Data Store
  • Partner management in coordinating and driving C-level and QBR meetings
  • Reconciles internal accounts and investigates exceptions
Qualifications for principal, account
  • FINRA Series 7 license AND Series 66
  • Experience calling directly on and selling to small/medium-size businesses
  • Proven track record of sales results (verifiable)
  • Qualified professional with a University degree or equivalent, degree in Computing / Computer Science / Engineering preferred
  • Minimum 10 years of experience in financial services domain
  • Deep functional knowledge of Liquidity Management products will be extremely advantageous
2

Principal, Account Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of principal, account. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for principal, account
  • Effectively leverage internal resources (demand generation, sales engineering, ) towards the attainment of goals
  • Collaborate with internal teams (product marketing, product, ) to provide marketplace feedback to aid the development of future product enhancements/offerings
  • Establish operational SLAs, track and improve performance as needed
  • You will have commercial responsibility for a given portfolio of Financial Capital Markets clients within a specific geographic region/industry
  • You will be expected to achieve a revenue target as part of the Financial Capital Markets EMEA team
  • You will be supported by various internal resources from other departments such a Marketing, Product Management, PR, Lead Generation, Consulting, Research & Analysis and Sales Operations
  • You have experience and feel comfortable interacting with very senior executives and to be able to effectively demonstrate and position the full range of FCM solutions, and articulate the IHS value propositions convincingly to this audience
  • You will enjoy networking at industry events and be able to quickly develop new business relationships
  • You will need to work in conjunction with other IHS teams to coordinate and leverage the sales efforts
  • Responsible for managing and building strong relationships with these assigned accounts
Qualifications for principal, account
  • Experience in AGILE development and SCRUM-master certification preferred
  • Ability to effectively communicate across third parties and technical and business product managers on solution is a must
  • Must be able to understand and work on the various development languages and platforms – Java/J2EE, JBoss/WebSphere, SQL, Oracle/MySQL/MariaDB, RBMS
  • Passion to manage a team of amazing engineers
  • Very strong understanding of all aspects of web browser performance and web browser technologies
  • A strong CS background
3

Principal, Account Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of principal, account. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for principal, account
  • Coordinate all internal resources necessary to ensure a positive client experience and any issues
  • Become a “trusted advisor” to Strategic partners’ leadership teams
  • Discuss and agree on with each partner’s Management current and next quarter’s goals and objectives
  • Understand the impact of each escalation to our business and use this to aid in quantifying the need for resources from other teams
  • Track and communicate status and resolution to internal teams and leadership in a factual, professional, timely and consistent manner
  • Draw on root cause analysis and trend reporting to solicit and drive broader resolutions
  • Collaborate with Issue Owners on action plans and follow through with complete documentation to issue closure
  • Structure complex and potentially charged business issues for senior leadership and serve as a thought-partner in problem-solving the issue
  • Conduct operational reporting to measure team metrics of success
  • Bachelor’s degree in a related field required, advance degree preferred
Qualifications for principal, account
  • Strong technical aptitude and solution creation
  • 8+ years of solution sales experience selling OEM, ISV or direct software or SaaS solutions or similar and 10+ years Industry Experience, 5+ years of Partner Account Management, structuring growth, influencing strategy and direction of relationships
  • A proven track record of driving and closing enterprise or OEM deals and leading consultative sales deal cycles
  • Pre-transaction support, including deal structuring, modelling, and negotiation
  • Bachelor's Degree preferred (Business, Marketing centric)
  • Willingness to travel 40-50% of the time (some international)
4

Principal, Account Job Description

Job Description Example
Our innovative and growing company is looking for a principal, account. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for principal, account
  • This position has the authority to substantially affect the relationship between the company and a customer, either from a financial or product development standpoint
  • Establish operational SLAs, track performance, look for constant improvements and escalate issues as needed
  • Proactively monitor customer service and improve customer satisfaction
  • Role location flexible across key locations in the eastern region
  • Lead strategy for Go to Market with top ISvs
  • Playing a key role in driving strategic enterprise OEM transactions
  • Introduce BCS Premier delivery to assigned customers
  • Coordinate and manage onsite BCS service delivery
  • Drive secured BCS contract renewals and identify potential product and service upsell opportunities
  • Assist BCS Inside Sales team members in securing BCS entitlement renewals and upsell opportunities
Qualifications for principal, account
  • Proven ability to lead and assist in business case development with partners
  • Strong technical and solution creation aptitude
  • Analyze, structure, and negotiate long-term roadmap initiatives with partners
  • Broad knowledge of technology and competitive trends and relevance to partners and end clients businesses
  • 8 years of successful direct sales experience in industries targeted by ACI (financial institutions, processors, merchants, ), preferably selling payments solutions
  • High School degree, GED or equivalent certification or military experience
5

Principal, Account Job Description

Job Description Example
Our growing company is looking to fill the role of principal, account. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for principal, account
  • Maintain a single view of all clients by electronically maintaining activities in Salesforce.com- such as renewals, cross-sell, and upsell opportunities
  • Develop and execute a national sales plan to expand specialty services opportunities and revenue at Eurofins Lancaster Laboratories Environmental
  • Develop new business revenue throughout the US by performing account management duties in Eurofins current Business Units, other labs, existing accounts, and prospects in the commercial and DOD markets for specialty analyses including Dioxins/Furans, PCB Congeners, low level Pesticides, and PFAS
  • Identify and secure sales opportunities through phone calls, sales visits, presentations, team selling, quotes, and proposals
  • Generate new business opportunities consistent with our operational capabilities and capacity
  • Identify, attend/exhibit, and secure new leads and opportunities at relevant trades shows and conferences
  • Team sell with technical staff and other account reps to secure additional revenue
  • Reviewing and approving new account applications through use of electronic imaging and workflow system
  • Reviewing and approving account maintenance requests including but not limited to fee changes and model changes
  • Assisting Advisors, field support staff and clients with questions regarding submission of account requests
Qualifications for principal, account
  • Knowledge of Software Development Process (CMMI)
  • Experience preparing formal Estimates at Completions (EACs)
  • Experience creating budgetary baselines for multiple control accounts
  • Experience on Ada or C++ software development programs
  • SPM Certification or (equivalent PMX Training)
  • Proposal preparation and estimation process including BOE development

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