Strategic Account Planner - Renewals
Ahmedabad - India /
Employee: Full Time
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Complete Ownership of existing accounts
Periodic Meetings with all customers in the portfolio
Ensuring touch points in different business segment of customers in the portfolio.
Ensure Retention rate of 85% and upwards on the existing account base
Explore opportunities of upselling accounts through Cross- Sell / Upsell via other D&B product &
Ensuring Upsell of ESG Reports to all customers in the portfolio
Identifying Market Research opportunities in the existing accounts and build pipeline of the same
Identification and planning through risk profiling – High / Low and accordingly plan sales and
Ensuring timely renewal of all the existing accounts while maintaining service levels and escalations
both internally and externally
Responsible for the overall Accounts Receivables, Document collection for the allotted accounts
Provide industry updates / D&B updates on products, literature, CFO club initiatives, etc., at
regular intervals to clients and maintain a constant relationship with the existing customers
through courtesy meetings
Ensure Bundled sales of D-U-N-S Registered & ESG Registered in existing accounts, comprising
at least 35% of volumes allocated
Would be responsible for the business targets of self
Always ensure process adherence and error free timely delivery of projects
Liaising with the operations team for a smooth delivery of the product and ensuring the service
expectations of the customers are met
Maintaining the data / client contact details in appropriate data warehouses hygienically
Progress Reviews and Forecasting Reports are filed periodically as required by the Management
Regular update of all the activities in the tools provided and track the movement of all such
MBA or any post-graduation with relevant experience of 3-5 years in business development.
Should have good knowledge of the local commercial and Industrial Belts.
Ability to comprehend and analyze financial statements.
Internal Use Only
Highly articulate with excellent business communication (verbal and written) skills and
presentation skills suitable for a global corporate environment.
Should not have apprehensions to travel beyond city limits for the interest of business.
Strong analytical skills and ability to provide value added insights.
Possesses excellent MS-Excel, MS-PowerPoint, and MS-Word skills
Managing Directors/Directors, CXO’s/CFOs/ Head Finance/Head IR/ Head Treasury.
Finance, HR, Facility, IT Infrastructure, Heads of Other SBU
Strong interpersonal skills.
Proven selling skills, especially handling key accounts.
Strong Communication and Presentation skills.
Strong research and analytical skills
Understanding of the basics of financials and accounting.
An understanding on the Corporate Business Models across industries, Industry Trends,
Market Behavior etc.