Account Manager - Operations
Indexed description
Key Responsibilities
Client Relationship Management
- Serve as the primary point of contact for assigned banking client accounts
- Build and maintain strong C-level relationships with client stakeholders
- Conduct regular client meetings, business reviews, and strategic planning sessions
- Ensure exceptional client satisfaction and retention
- Oversee end-to-end facility management services including Hard services (HVAC, electrical, plumbing, fire safety) Soft services (cleaning, security, catering, landscaping) Space planning and workplace optimization Energy management and sustainability initiatives
- Monitor service level agreements (SLAs) and KPI performance
- Lead incident resolution and crisis management
- Identify opportunities for service expansion and contract growth
- Develop and present proposals for additional services
- Collaborate with sales teams to secure new business opportunities
- Conduct market analysis and competitor benchmarking
- Manage P&L responsibility for assigned accounts
- Develop and monitor budgets, forecasts, and financial reports
- Optimize cost efficiencies while maintaining service quality
- Process invoicing and manage contract negotiations
- Ensure compliance with banking industry regulations and security requirements
- Maintain knowledge of financial services compliance standards
- Implement risk mitigation strategies
- Coordinate vendor management and due diligence processes
- Bachelor's degree in Business, Engineering, or related field
- 5-8 years of experience in facility management or account management
- 3+ years of experience serving financial services/banking clients preferred
- Strong knowledge of integrated facility management services
- Understanding of banking operations and regulatory environment
- Exceptional client relationship management skills
- Strong business acumen and financial analysis capabilities
- Excellent communication and presentation skills
- Problem-solving and crisis management expertise
- Project management capabilities
- Team leadership and vendor management experience
- MBA or relevant professional certifications (CFM, FMP, PMP)
- Experience with workplace transformation and change management
- Knowledge of sustainability and ESG initiatives
Create a free Caio profile to unlock more results and save your role and location preferences.
Unlock free search