Senior 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