The Sales Lead/Account Manager plays a dual role: driving new business through proactive lead generation and managing ongoing relationships with existing clients. This position requires a strong balance of sales hunting, client onboarding, and long‑term account management. You will work with existing leads, generate new opportunities, ensure clients are confirmed and accepted, and maintain strong relationships to support long‑term growth.
Key Responsibilities
Lead Generation & New Client Acquisition
- Identify, research, and qualify new prospects across relevant markets.
- Build and maintain a strong pipeline of potential clients through outbound outreach, networking, events, and digital channels.
- Engage prospects with clear communication of product offerings and value propositions.
- Manage the full lead cycle: from initial outreach to client confirmation and acceptance.
Client Relationship Management
- Serve as the primary relationship owner for assigned clients.
- Manage and grow a portfolio of existing accounts.
- Ensure high levels of client satisfaction, retention, and long‑term engagement.
- Maintain detailed documentation of client interactions and account plans.
- Proactively address client escalations and ensure timely resolution.
Revenue Growth & Commercial Execution
- Drive monthly, quarterly, and annual revenue growth aligned with the company’s strategy.
- Identify and execute upsell and cross‑sell opportunities.
- Lead commercial discussions, renewals, and contract negotiations.
- Prepare and deliver proposals, presentations, and commercial documentation.
- Provide accurate sales forecasts and contribute to revenue
Account Performance & Pipeline Management
- Track account performance, revenue trends, and pipeline activity using CRM tools.
- Measure and adjust performance against defined KPIs and sales metrics.
- Monitor client usage, engagement, and product adoption to identify growth opportunities.
Cross‑Functional Collaboration
- Work closely with Trading, Operations, Compliance, Finance, and Tech teams to ensure seamless onboarding and service delivery.
- Communicate client insights, market needs, and product feedback to internal partners.
- Support the development of competitive programs, automation workflows, and sales enablement tools.
Market Insight & Opportunity Development
- Monitor market trends, competitor activity, and customer feedback.
- Identify new commercial opportunities and emerging client needs.
- Maintain strong knowledge of digital assets, FX, and trading technology to support consultative selling.
Process Improvement & Operational Excellence
- Participate in discussions to refine and improve sales processes.
- Recommend enhancements to systems, workflows, and marketing automation tools.
- Support the development of scalable, efficient sales methodologies.
Team Leadership & Coaching (for Sales Lead level)
- Assess strengths and development areas within the sales team.
- Provide hands‑on coaching to Account Managers.
- Support the refinement of qualification processes and closing strategies.
- Foster a culture of continuous improvement and high performance.
Qualifications & Requirements
- 3–5 years of experience in sales, account management, or business development.
- Proven track record in lead generation, client acquisition, and account growth.
- Experience managing both new business and existing client portfolios.
- Strong understanding of sales pipelines, qualification processes, and commercial negotiations.
- Familiarity with CRM systems and digital prospecting tools.
- Ability to manage multiple leads, accounts, and priorities simultaneously.
- Strong communication, presentation, and negotiation abilities.
- Comfortable working with monthly quotas and performance targets.
- Highly organized with strong attention to detail.
- Ability to work independently with minimal supervision.
- Interest or background in blockchain, fintech, FX, or trading technology is an advantage.
Why Join D24 Fintech?
D24 Fintech is a rapidly scaling global fintech organization committed to shaping the future of digital finance. We cultivate a high-performance environment where collaboration, innovation, and shared expertise drive meaningful impact. Our teams are empowered to contribute ideas, challenge conventions, and grow alongside cutting-edge technology and global markets.
By joining D24 Fintech, you gain access to a comprehensive benefits framework designed to support both professional excellence and personal well-being, including:
- Competitive compensation packages with paid time off
- Flexible working hours to support work-life balance
- Comprehensive medical insurance and employee wellness initiatives
- Regular team-building programs and company-sponsored outings
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