Customer Business Manager

4 days ago


Tel Aviv, Tel Aviv, Israel Altshuler Shaham Full time ₪400,000 - ₪600,000 per year

לחברת "פיננשייל סרביסס" מקבוצת "אלטשולר שחם" דרוש/ה

מנהל/ת לקוחות עסקיים-בחדר מסחר B2B

על התפקיד -

אנחנו מחפשים מנהל/ת לקוחות עסקיים שיצטרף/תצטרף לחדר המסחר שלנו ויהיה איש/אשת הקשר האישי של לקוחות עסקיים מובילים.

התפקיד משלב שירות ברמה גבוהה לצד יכולות מכירה והגדלת פעילות – מודל שמחבר בין Customer Success לעולם הפיננסי.

מה עושים אצלנו?

ניהול עצמאי של תיק לקוחות עסקיים - מחברות בינוניות ועד ארגונים גדולים

אחריות מלאה על שביעות רצון, שימור והעמקת פעילות פיננסית קיימת

מתן מענה מקצועי ושוטף ללקוחות: ייעוץ, פתרון בעיות ותיווך מול חדר המסחר

ניתוח פעילות הלקוחות באמצעות מערכות CRM ו BI וזיהוי הזדמנויות להגדלת פעילות

ייזום שיחות תחזוקה, חידוש והעמקת הקשר העסקי

עמידה ביעדי הכנסות, נפחים ולקוחות

מה אנחנו מחפשים?

ניסיון קודם בניהול לקוחות עסקיים - חובה

הבנה פיננסית ויכולת עבודה עצמאית בסביבה מהירה ותובענית

יכולת מוכחת לשלב שירות אישי מצוין עם גישה מכירתית ותוצאות בשטח

שליטה במערכות CRM, BI, EXCEL

עברית ברמת שפת אם, אנגלית ברמה גבוהה

ניסיון בעולם המט"ח, שוק ההון או חדרי מסחר - יתרון

רישיון ייעוץ השקעות - יתרון



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