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Senior Account Manager - Financial Services Industry

Senior Account Manager - Financial Services Industry

发布于 大约 14 小时前

普通员工/个人贡献者

Taipei, Taiwan
高级经验
全职员工
仅现场办公
学历未注明
大客户销售
Account Management
Data Analytics
Saas

AI 估算 · 35k–60k

资深金融行业销售岗,外企平台,薪资竞争力强,基于经验与行业水平估算。

职位详情

关于这个职位

We are seeking a senior account manager to join the Financial Services Sales Team in Taiwan. You will partner with leading banks and financial institutions, driving their digital transformation with data, analytics, and AI solutions. This role involves strategic account planning, complex deal execution, and close collaboration with cross-functional teams to deliver measurable business impact.

最低要求

+ years’ experience in the sales or business development of software solutions (including related services) with a focus on the financial services industry.

Strong understanding about the competitive landscape, emerging trends, and the operational priorities of leading banks, insurance companies, and financial holding groups in Taiwan.
Hands-on experience developing and executing strategic sales plans to achieve revenue targets and drive business growth.
Ability to apply advanced strategic sales techniques related to the assigned industry with strong knowledge of software acquisition cycles and buying influences.
Ability to initiate and lead projects; work independently as well as effectively in a team environment; relate technical and business concepts to SAS applications and user needs; and travel as needed to support business activities.
Strong communication and influence skills; full proficiency in Chinese and business fluency in English.
Equivalent combination of related education, training and experience may be considered in place of the above qualifications.

工作职责

Sell software, solutions, and services to current and prospective customers, collaborating with sales, pre-sales, and domain experts to maximize opportunities within the assigned territory.

Identify and qualify business opportunities by prospecting within accounts, fulfilling information requests, and evaluating the level of opportunity and required resources.
Implement and manage territory and account strategies, advancing opportunities through the sales cycle and forecasting timelines to close business.
Ensure timely responses to high-potential opportunities and facilitate customer engagement by coordinating closely with pre-sales and executives.
Prepare and customize quotations, proposals, and contracts, working with internal departments to finalize agreements and set delivery schedules.
Conduct direct customer interactions, including presentations to executive-level clients, and travel as needed to maintain and grow relationships.
Leverage knowledge of company offerings, market trends, and sales methodologies to tailor solutions and consulting packages to customer needs.
Serve as a resource for team members by sharing insights on territory management, policies, procedures, and industry knowledge, and by directing internal resources to achieve objectives.
Follow up closely with customers to ensure satisfaction, uncover new revenue opportunities, and assume responsibility for all account activities and revenue growth.
Ensure all applicable security policies and processes are followed to support the organization's secure software development goals.
Embrace curiosity, passion, authenticity and accountability. These are our values and influence everything we do.

AI 洞察

优缺点分析

优点

  • Work with a global leader in data and AI, offering a strong brand and innovative technology portfolio.
  • Access to a thriving market segment—financial services digital transformation—with long-term growth potential.
  • Collaborate with senior clients and cross-functional teams, enhancing your strategic advisory and influence skills.
  • Competitive compensation and the stability of a profitable, multinational company.
  • Complex sales cycles and high revenue targets require persistence and deep industry knowledge.
  • Frequent travel and client-facing demands may impact work-life balance.
  • The financial services industry is highly competitive, requiring constant adaptation to market trends and client needs.
  • This role is ideal for an experienced sales professional with a strong background in technology solutions and a passion for financial services, who thrives on strategic challenges and building lasting client relationships.

缺点 / 挑战

暂无明显挑战项

角色解读

  • Advance to senior sales leadership roles, such as Regional Sales Director or Industry Head, by consistently exceeding revenue targets and demonstrating strategic leadership.
  • Expand into broader enterprise sales or solution engineering management, leveraging domain expertise in data and AI.
  • Transition into global account management or partnerships, given the multinational nature of SAS and its enterprise client base.
  • Own and execute strategic account plans for major financial services clients in Taiwan, focusing on their data, analytics, and AI transformation journeys.
  • Lead complex sales cycles, from identifying opportunities to negotiating and closing contracts, while coordinating with pre-sales, technical experts, and executive sponsors.
  • Cultivate deep relationships with C-level executives and key stakeholders in banks, insurance companies, and financial holding groups to drive long-term business growth.
  • Serve as a trusted advisor, aligning SAS solutions with client priorities and ensuring high satisfaction and revenue expansion within assigned accounts.
  • Proven track record (8+ years) in software solution selling, preferably in the financial services sector.
  • Strong strategic sales planning and execution skills, with the ability to forecast and qualify complex opportunities.
  • Excellent communication and influencing skills, with fluency in Chinese and business-level English.
  • Deep understanding of the Taiwanese financial industry landscape, including competitive dynamics and regulatory drivers.
  • Ability to collaborate effectively with cross-functional teams and lead indirect resources to achieve sales objectives.

申请策略

  • Research SAS's specific financial services solutions and recent case studies to demonstrate genuine interest and alignment.
  • Connect with current or former SAS employees on LinkedIn to gain insights into the sales culture and expectations.
  • Emphasize measurable achievements in achieving revenue targets, such as year-over-year growth, deal sizes, and new client acquisition.
  • Highlight specific experience with financial services clients, especially in Taiwan, and any domain expertise in banking, insurance, or fintech.
  • Demonstrate your ability to orchestrate complex, multi-stakeholder sales cycles and negotiate high-value contracts.
  • Include examples of cross-functional collaboration and leadership, even without direct reports, to show influence and resource management.
  • Deepen your knowledge of modern data analytics and AI trends, such as machine learning and cloud-native architectures, to better articulate value to clients.
  • Strengthen your understanding of the Taiwanese financial regulatory environment and digital banking initiatives to tailor your pitch.

面试指南

  • For strategic planning questions, use the SOAR or MEDDIC framework: outline the client's business situation, challenges, desired outcomes, and how your solution aligns with measurable results.
  • For behavior-based questions, apply the STAR method (Situation, Task, Action, Result) to clearly articulate your role, actions, and quantifiable impact.
  • For market awareness questions, showcase your knowledge by connecting statistics to client pain points and how SAS solutions could address them.
  • How would you develop and execute a strategic account plan for a top-tier Taiwanese bank?
  • Describe a complex software sales deal you closed. What challenges did you face and how did you overcome them?
  • How do you balance the needs of multiple stakeholders (e.g., IT, business, procurement) in a financial services client?
  • What is your understanding of SAS's positioning in the data and AI market compared to competitors?
  • How do you stay updated on financial industry trends to maintain credibility with clients?

职位点评

66
综合评分

A senior sales role at a global data/AI leader, offering strong career development and client exposure, but with moderate uncertainty in compensation transparency and work-life balance.

从薪资福利、成长空间、工作节奏和岗位方向综合评估,方便横向比较。

更适合这类人
This role is best suited for candidates prioritizing professional growth, lucrative sales opportunities, and working with advanced technology, rather than seeking a clear social mission or strong work-life balance guarantees.
表现最好
成长发展
相对薄弱
使命价值
薪资福利65
成长发展70
工作生活65
使命价值60

薪资福利

65中等

Base salary and benefits are not disclosed, but being a multinational leader, the compensation package is likely competitive in the Taiwan market.

薪资信号未披露(AI估算:35K-60K/月)

成长发展

70中等

The role offers significant professional development through exposure to senior financial clients, complex solution sales, and SAS's innovative data/AI technologies.

技术前沿非技术岗(不适用)
技术栈Data Analytics、AI、Software Solutions
业务类型profit_center

工作生活

65中等

The JD mentions flexibility and a world-class employee experience, but the role requires travel and client-facing activities, which may affect work-life balance.

工作模式未明确
办公地点市区核心地段
加班情况未提及(无法判断)
工作生活平衡flexibility

使命价值

60中等

The role contributes to digital transformation in the financial services industry, but the social impact is moderate, focusing primarily on business outcomes.

行业发展稳定成熟行业
社会影响中性/一般
创新程度积极采用新技术
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