Account Manager

Account Manager

Job Responsibilities:

Lead Management & New Business

• Receive, assess, and qualify leads from all inbound sources — Market & Channel, referrals, partner channels, and direct enquiries
• Conduct needs discovery to understand the prospect’s business context, regulatory requirements, and service fit
• Work with the Professional Solutions Consultant on proposals for complex or multi-service engagements
• Manage the full sales cycle from first contact to signed agreement
• Maintain accurate CRM records for all leads and opportunities
• Report pipeline status and conversion metrics regularly

KYC & Compliance Assessment

• Complete initial KYC assessment for every new client prior to commencing onboarding
• Collect and verify required documentation including corporate structure, beneficial ownership, and identity verification
• Conduct initial compliance risk assessment and flag elevated risk clients for review
• Ensure 100% of new clients meet Savvilio’s KYC standards across Singapore, Malaysia, and China
• Maintain accurate KYC records and flag required periodic reviews for existing clients
• Escalate any KYC concerns or complex compliance situations promptly

Client Onboarding & Activation

• Own the full onboarding process from contract signature to go-live — target 21 days for standard activations
• Follow a structured onboarding checklist covering documentation, system setup, compliance sign-off, and milestone tracking
• Coordinate with internal teams to ensure the client is activated on time
• Conduct a post-onboarding review within 30 days of go-live

Account Management & Growth

• Own and grow an assigned portfolio of active accounts across Singapore, Malaysia, and China
• Build and maintain senior stakeholder relationships within each client organisation
• Conduct structured quarterly business reviews
• Proactively identify and progress upsell and cross-sell opportunities
• Negotiate renewals and contract amendments with commercial clarity
• Flag at-risk accounts immediately with a documented recovery plan

Requirements

• 6+ years in account management, client success, or B2B sales in professional or corporate services
• Experience with KYC, AML, or client compliance processes in a regulated environment strongly preferred
• Demonstrated track record of managing and growing a portfolio of corporate clients
• Experience managing structured onboarding or client activation processes
• Strong understanding of corporate services in Singapore; knowledge of Malaysia or China an advantage
• Commercially sharp — able to qualify, propose, and close without heavy pre-sales support
• Highly organised with the ability to manage multiple client relationships simultaneously
• Proficient in CRM platforms and disciplined about pipeline and data hygiene
• Professional qualifications in corporate governance or company secretarial practice (ICSA/CGI) an advantage