Strategic Account Director

About ZILO™

ZILO™ is a UK-based FinTech company pioneering advancements in global asset and wealth management software through proprietary AI technology. Our mission is to digitalise the asset management industry worldwide. Our team comprises professionals with decades of experience from top global firms, working in fast-paced settings to push technological boundaries and create meaningful impact. We promote innovation, continuous learning, and personal development within an inclusive work environment.

Role Overview

The Strategic Account Director owns the ongoing commercial engagement with ZILO's clients post-sale. This pivotal role ensures seamless onboarding, adoption, renewals, and growth of product utilization. It acts as a liaison among customer success, sales, and product teams to enhance customer lifetime value while meeting revenue and client-related targets.

Key Responsibilities

• Collaborate closely with ZILO Executive sponsors to drive commercial success for assigned client accounts.
• Formulate and execute a multi-year strategic account plan with specific yearly objectives.
• Build and manage executive-level relationships across client departments including Sales, Product, Technology, Operations, and Projects.
• Promote product adoption and expand revenue aligned with contractual commitments by identifying new opportunities.
• Negotiate and finalize contracts and Statements of Work for new products and implementations.
• Coordinate with Client Delivery Managers to ensure fulfillment of client commitments and manage multiple program stakeholders.
• Optimize account profitability by partnering with Delivery and Service teams to control expenses without compromising commitments.
• Establish and maintain governance frameworks, leading key meetings and ensuring follow-through on agreed actions; hold clients accountable to their obligations.
• Keep clients updated on ZILO’s strategy, roadmap, and new offerings while staying informed on client strategies relevant to ZILO.
• Monitor service levels against SLAs, collaborating with Account Delivery Managers and Service teams to resolve issues; serve as escalation contact for delivery concerns.
• Maintain high client referenceability and exceed Net Promoter Score targets; provide continual feedback to product and relationship teams on client needs and challenges.
• Ensure precise and timely data entry in ZILO's CRM system with regular reporting of account KPIs.

Qualifications & Experience

• Minimum of 5 years in senior account management or customer success roles within SaaS/FinTech, serving Tier 1 financial service institutions.
• Demonstrated success managing enterprise accounts and driving revenue growth.
• Strong negotiation skills with commercial acumen.
• Experience leading structured discussions at C-suite levels.
• Proficiency with CRM software and understanding of financial services procurement cycles.
• Exceptional stakeholder engagement and communication abilities.

Compensation and Benefits

• Generous holiday entitlement totaling 38 days including 8 UK public holidays.
• Private healthcare coverage that extends to family members.
• Life insurance providing 5 times annual salary.
• Flexible work arrangements blending home and London office-based work.
• Employee assistance program support.
• Company pension schemes including salary sacrifice options.
• Opportunities for professional development and training.
• Holiday buy and sell scheme.
• Possibility for global mobility and working from anywhere.
• Eligibility for equity options following a qualifying period.