ADVANCE.AI is a leading AI company that provides digital transformation, fraud prevention, and process automation solutions for enterprise clients. A leader in Artificial Intelligence, risk management and has a global footprint with operations across ASEAN and wider APAC and Latin America it currently partners over 700 enterprise clients across banking, financial services, fintech, payment, retail and e-commerce sectors. ADVANCE.AI has a global footprint across 12 markets in 3 continents.
ADVANCE.AI is part of Advance Intelligence Group,
a Series D-backed Tech Unicorn valued at US$2 billion, and also one of the largest independent technology startups based in Singapore. Founded in 2016, the Group has presence across South and Southeast Asia, Latin America and Greater China. The Group is backed by top tier investors SoftBank Vision Fund 2, Warburg Pincus, Northstar,Vision Plus Capital, Gaorong Capital, Pavilion Capital, GSR Ventures and Singapore-based global investor EDBI.
Ranked among LinkedIn's Top 15 Startups in Singapore in 2022 (the third year in a row we've been on the list), we are partners with 700+ enterprise clients across Southeast Asia, South Asia and Mexico in sectors such as banking, financial services, fintech, payment, retail and e-commerce.
Advance Intelligence Group employees are united by a shared vision and purpose: to
Advance with Intelligence for a Better Life--for our customers, colleagues and communities.
Our culture is built on values that are core to who we are and what we stand for:
- We foster an INNOVATION mindset
- We achieve results with EFFICIENCY and excellence
- We take pride in the QUALITY of our work
- We uphold INTEGRITY in all we do
- We embrace COLLABORATION to work across business lines and borders
Role Overview
We are seeking an experienced Account Executive to manage and grow a portfolio of strategic clients by driving renewals, upsell and cross-sell opportunities, and achieving revenue targets. Tis role acts as a trusted advisor to clients, leading client discovery, performance and usage reviews, and Quarterly Business Reviews (QBRs) to deliver insights, ROI, and strategic recommendations. The ideal candidate brings strong commercial acumen, a data-driven mindset, and proven experience managing complex B2B or FSI client portfolios in a fast-paced, high-accountability environment.
Job Description
- Manage and grow a portfolio of existing clients.
- Identify and execute upsell and cross-sell opportunities.
- Meet or exceed quarterly and annual revenue objectives within a defined list of named accounts.
- Strengthen client relationships and act as a strategic advisor.
- Conduct client discovery, performance analysis, and usage reviews to uncover needs and opportunities.
- Lead Quarterly Business Reviews (QBR) to evaluate performance, align on goals, and present strategic recommendations.
- Act as the project manager for all QBR outcomes, ensuring follow-through, execution, and cross-functional coordination on agreed action items.
- Develop and execute account growth strategies and account plans.
- Drive renewals, ensure retention, and proactively prevent churn.
- Monitor client health, analyze performance trends, and resolve issues early.
- Provide insights on client KPIs, product performance, and ROI to reinforce value.
- Forecast revenue accurately through disciplined pipeline tracking and data-driven assessment.
- Communicate opportunities, risks, and progress clearly to internal stakeholders.
- Collaborate with product, solutions, finance, and support teams to deliver seamless client experiences.
- Demonstrate a clear understanding of PT AII's pricing structure, administrative procedures, and internal operations to effectively address client inquiries and implement solutions promptly
Requirements
- Bachelor's degree in Business, Management, or related field.
- 5+ years experience in Account Management, Customer Success, or B2B Sales, preferably with a background in managing clients within the Financial Services Industry (including banking, multifinance, P2P lending, etc.).
- Proven track record in managing complex portfolios, driving renewals, and achieving upsell, cross-sell, and new logo targets.
- Strong commercial acumen with the ability to analyze client performance and identify growth opportunities.
- Exceptional relationship-building and executive-level communication skills.
- Extensive experience leading QBRs, presenting insights, and driving strategic alignment.
- Demonstrated ability to act as the project manager for QBR outcomes, coordinating cross-functional execution.
- Strong capability in risk identification, churn prevention, and proactive client management.
- Advanced forecasting, pipeline management, and CRM proficiency.
- Data-driven mindset with strong analytical, problem-solving, and prioritization skills.
- Proven experience collaborating with technical, product, integration, and support teams.
- Comfortable operating in a fast-paced, high-growth environment with high accountability for revenue outcomes.
- Strong oral and written communication skills as well as presentation skills.
