Title: Sr. Account Manager - Pension Services
Sagitec Overview:
Sagitec Soluons is a growing global soware and IT company that designs and delivers tailor-made pension, provident fund, unemployment insurance, and health and life sciences soware soluons to clients of all sizes. Understanding that a dynamic world requires dynamic technology, Sagitec offers soluons that are highly configurable and extensible by nature. With deep industry experience in soware implementaon and systems integraon, project management, consulng, hosng, and soware support, Sagitec is a partner clients can trust to deliver mission-crical IT projects. Sagitec has mulple office locaons and is headquartered in Saint Paul, Minnesota.
About this Role:
Sagitec serves a presgious client base of leading Pension Administraon organizaons across North America. We are seeking an energec, passionate, and engaging Account Manager to join our growing Customer Relaonship Management (CRM) team. The Account Manager will play a pivotal role in building and nurturing relaonships with our exisng client base and maximizing the ulizaon of our soware soluons.
As a key member of our CRM team, the Account Manager will collaborate closely with our clients to understand their technological needs, internal processes, and drive value from our soware. Reporng to the Execuve Director of Pension CRM, the Account Manager will spearhead efforts to expand revenue streams, maintain client relaonships, and ensure high customer sasfacon within the specialized sector.
The ideal candidate will be a curious problem solver who enjoys proacvely engaging with new people and client firms.
What you'll be doing:
• Develop and manage relaonships with our major Pension Administraon clients, including engagement with top-level decision makers within client firms.
• Lead relaonship development efforts within the Rerement/Pension industry, establishing deep, trust-based partnerships with clients.
• Idenfy opportunies to further partner with clients, connecng with key business execuves and stakeholders to facilitate and close contracted deals.
• Consult with clients on their internal processes and challenge leaders to drive organizaonal change.
• Execute highly targeted account management strategies to deepen customer relaonships and drive new revenue growth.
• Proacvely idenfy opportunies to expand relaonships and drive greater adopon of our soluons.
• Implement our client engagement program, gathering feedback and recording all relaonship engagement acvity in our CRM soware.
• Be highly responsive in addressing client needs, leveraging internal support, training, and product resources.
• Monitor and enhance customer sasfacon through specialized feedback mechanisms.
• Track and analyze key performance metrics related to client relaonships and revenue growth.
• Demonstrate expert understanding of our soware plaorm and effecvely demonstrate its features.
What we're looking for:
• 4+ years of proven account management, customer relaonship management in B2B technology/soware, financial services, and/or pension.
• Overall professional experience of 10+ years in related fields
• Excellent interpersonal sales skills with the ability to listen, comprehend, communicate effecvely, persuade, and solve problems across all business hierarchies.
• Experience with pension industry pracces preferred.
• Proven track record of driving revenue growth and maintaining high CSAT scores.
• Well-developed organizaonal skills and atenon to detail.
• Strong analycal skills and proficiency in Customer Relaonship Management (CRM) systems.
• Fast learner with the ability to adapt to new technology and plaorms.
• Ability to work collaboravely across teams and departments internally and with our pension clients.
• Demonstrated problem-solving abilies and a proacve approach to financial/pension industry specific challenges.
• College Degree (or equivalent) required.
• Willingness to travel up to 25%.
Career Growth:
The successful candidate will have opportunies for advancement within the company, with the potenal to take on increased responsibilies and leadership roles as the CRM funcon evolves within the specialized government, benefits, financial services, or pension sector. Training and development programs will be provided to support career progression.

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Sr. Account Manager - Pension Services