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Job Description
THE ROLE
The Account Manager, Business Information is responsible for managing and strengthening ongoing relationships between Coface and its key clients while ensuring the seamless operational handling and assignment of contracts, platforms updates, service processes and business information providers. This role combines strategic client management—focusing on retention, growth, and delivering expert product guidance—with essential operational support such as investigations, contract administration, financial data handling, product optimization, and coordination with internal teams and external providers. Acting as both a client-facing advisor and a centralized operational resource, the hybrid role ensures accuracy, responsiveness, and efficiency across all touchpoints, ultimately supporting revenue retention, client satisfaction, and the smooth execution of Coface’s service delivery.
CUSTOMER RELATIONSHIP MANAGEMENT
- Build strong customer relationships through regular and proactive communication using various media, collaborative tools and occasional travel to see clients and prospects.
- Acts as a central point of contact to serve the client and/or its intermediaries. Owns this process.
- Works proactively on timely renewals and address any potential risk or trends of loss/vulnerabilities in advance.
- Prepares and presents sales proposals/renewal offers/QBR’s in order to meet renewal pricing and revenue targets and achieve maximum upselling sales profitability.
- Identifies weaknesses in the portfolio and offer solutions while ensuring client retention.
- Demonstrates all Coface offerings to existing clients to determine those solutions best suited for their needs. Develop and execute cross-selling strategies for Coface’s existing clients.
- Performs Standards of Care outlined for clients within their designated client segmentation.
- Systematic approach to forecast and track client account metrics and usage patterns.
- Perform and track investigations with EIC or Underwriters, including score clarifications, credit-limit refusals, multiple entity reviews, and financial statement collection.
- Request and source financials through ATLAS or directly from customers.
OPERATIONAL SUPPORT RESPONSABILITIES
- Support BI Provider activities by processing invoices, negotiate resell agreements, set up new users, updating user information, troubleshooting database issues, and reporting discrepancies.
- Submit new and renewal contracts to the SSC portal and coordinate SSC booking requests.
- Process CT credit or debit adjustments, manual entries, and other financial updates as required.
- Provide operational support and act as a resource for other Account Managers on process-related matters.
- Investigate and respond to clients, and sales partners, including updates related to client records and database maintenance.
- Collaborates to maintain accurate contract documentation and full compliance with company rules and external regulators.
- Work on special projects and tasks delegated by your manager.
THE CANDIDATE
- Bachelor’s degree required; preferably in Business or Finance.
- At least 5+ years of account management, sales or customer service experience in a credit insurance, Risk Management, SaaS, Fintech, and Technology would be beneficial.
- Experience engaging with stakeholders at all levels (including founders, C-suite, and senior executives).
- Strong problem-solving skills with the ability to manage complexity and ambiguity.
- Proactive, results-oriented, and comfortable working independently.
- Collaborative, team-oriented mindset with ability to work in a fast-paced environment.
- Proficient in Microsoft Office Applications: Outlook, Word, Excel, PowerPoint, Teams.
- Experience with Coface tools a plus: Power BI Dashboards, Credit Track, ICON/URBA, Cofanet.
At Coface, we make trade happen everyday.
Our 5,200 experts representing 80+ nationalities in 58 countries are united by a shared purpose: helping companies navigate through uncertainty by empowering them to make the right decisions and trade smarter in a complex world.
With nearly 80 years of global experience, we offer companies a full range of solutions: Trade Credit Insurance, Business Information, Debt Collection, Single Risk insurance, Surety Bonds, Factoring — all driven by a unique data patrimony, cutting-edge technology, innovation and a deep understanding of the global economy.
Joining Coface means being part of a close-knit international organization, where your ideas matter. We foster a culture of learning, collaboration and inclusion where you are given responsibilities and can see the impact of your actions.
Shape the future of trade with us. Join our Happeners!
Originally posted on Himalayas
