30 Fintech Account Manager Interview Questions & Answers
Below is a list of our Fintech Account Manager interview questions. Click on any interview question to view our answer advice and answer examples. You may view 5 answer examples before our paywall loads. Afterwards, you'll be asked to upgrade to view the rest of our answers.
Behavioral
1. What motivates you?
How to Answer
The interviewer wants to know what drives you to work hard and be successful. In this case, mentioning that you are motivated by human connection suits this role. Whereas a person strictly in sales might be driven primarily by commissions (money), and this may be one of your internal motivators too, the interviewer will want to hear that you're also motivated by helping customers and solving problems for them.
Written by Marcie Wilmot on March 3rd, 2021
Answer Example
"The reason I'm cut out to be a fintech account manager is because I genuinely enjoy helping and getting to know clients. Many of them honestly become friends of mine; I build trusting and long-term relationships with them. During our talks, I find out what business challenges they are dealing with, and nothing pleasures me more than when I can offer them a solution to their problem(s). I always stay up on new product features so I can educate the clients and potentially solve issues for them."
Written by Marcie Wilmot on March 3rd, 2021
Behavioral
2. What are your greatest strengths and weaknesses?
How to Answer
Interviewers frequently ask this question. Prior to the interview, rehearse talking about several strengths and at least one weakness of yours. Choose strengths that relate to the fintech account manager role like being friendly/pleasant, easy to talk to, a natural networker, passionate about finance/investing, great at selling, a relationship-builder, or organized. When it comes to weaknesses, pick one that can also be viewed as a positive.
Written by Marcie Wilmot on March 3rd, 2021
Answer Example
"I would say that my greatest strength is my ability to build relationships quickly and easily. I always strive to be friendly and genuine, and I think that many people find me to be trustworthy. No matter where I am, whether I'm out to dinner or online on a social media platform, I make new connections without any issue. I'm outgoing and not afraid to strike up a conversation with someone or offer information or guidance that I think will help them. I also make a real effort to stay in touch with people, and this is beneficial when it comes to being an account manager because it helps me to form true, long-lasting friendships and relationships with clients. In terms of weaknesses, sometimes I get hyper-focused on big opportunities, and I have to make sure I don't let smaller accounts fall through the cracks. I am aware of this tendency and use various organizational methods to combat it."
Written by Marcie Wilmot on March 3rd, 2021
Behavioral
3. Why do you believe you'll be a good account manager?
How to Answer
This is a chance to really sell yourself. Speak to all the things that account managers do (build/nurture relationships; upsell/cross-sell; educate clients about products; pinpoint client problems and try to resolve them) and show how you excel in these areas. Share any experience you have doing these things. If you lack experience, emphasize how your personality is well suited to the role and that you're eager to learn and grow.
Written by Marcie Wilmot on March 3rd, 2021
Answer Example
"Ever since I was young, I've always been driven to sell. When I was 10, I sold blueberries that I picked to neighbors and relatives. When I was 16, I placed first in fundraising (selling candy) for my soccer team. Fast forward to college, when I was selected to lead the finance club at my school. I was a natural at getting new people to join the group, and our membership grew significantly. Selling is in my blood. Beyond that, though, I have a genuine love of people and making new connections. I make new friends easily, and I know that on the phone and in person I will be able to develop meaningful relationships with your clients. I will learn your products inside and out so I can educate clients about them and recognize when a product will fill their needs. I'm competitive yet friendly, and I know I am cut out to be an account manager."
Written by Marcie Wilmot on March 3rd, 2021
Behavioral
4. Tell me about your leadership style.
How to Answer
You might be asked this question if the interviewer is looking for an account manager who will also train and oversee others. Show that you are confident in taking charge and setting a good example. Explain the type of leadership style you tend to use and how this helps you effectively hire, mentor, and supervise others. If you are lacking experience in this area, talk to the interviewer about the personality traits you possess that will make you a good leader.
Written by Marcie Wilmot on March 3rd, 2021
Answer Example
"Within my current position, I have hired and trained several people. I would say that I tend to ascribe to a democratic or participative type of leadership style because I am open to hearing what others have to say when making decisions. I believe that encouraging the people I'm managing to share their ideas and feedback helps me to make better decisions, in addition to helping them feel involved in the process. When someone new joins the team, I am friendly and approachable so they know they can come to me with questions and concerns. I also take the time to explain procedures to them so they understand what is expected of them. I would love to have the opportunity to lead others on your account management team if you hire me."
Written by Marcie Wilmot on March 3rd, 2021
Behavioral
5. Would you rather a higher base pay without many commission opportunities or a lower base pay with lots of commission opportunities? Why?
How to Answer
Your answer to this question will help show the interviewer how driven you are to sell. Although your primary job function as a fintech account manager will be to foster new client relationships and keep existing clients happy, there is also a large sales component. You will want to show that you are motivated to sell, which generally means that you're open to earning commissions and bonuses in addition to your base salary.
Written by Marcie Wilmot on March 3rd, 2021
Answer Example
"While I'm open to most pay structures, the idea of earning commissions and/or bonuses based on my performance definitely appeals to me. It's always nice to have a base salary to fall back on, but the prospect of earning more money according to how much hard work I put in and how many times I can upsell and expand accounts motivates me. I enjoy the challenge of closing deals, in addition to helping cliens I care about resolve business problems."
Written by Marcie Wilmot on March 3rd, 2021
Competency
6. What kind of experience do you have in fintech account management and/or sales?
How to Answer
The interviewer wants to get a sense of how much experience you have in fintech account management and sales. If you have previously worked in either area, tell the interviewer all about it, highlighting why this was a great fit for you. If you lack experience, talk about the personality traits that will allow you to excel in this role.
Written by Marcie Wilmot on March 3rd, 2021
Answer Example
"Although I haven't yet had the opportunity to fill an account management or sales role in the fintech industry, I know that I'm cut out for this type of job because I enjoy talking to people and building relationships. I'm a natural networker. Throughout college, I was a teacher's assistant and gained a lot of experience in educating others. I know that I can bring these skills to the table and will be great at educating prospects about your products. When I talk to them, I will identify their pain points and then show them how your products can solve those problems. Finally, I am both persistent and organized so you can rest assured that I will be vigilant about following up with prospects and clients. No one will fall through the cracks."
Written by Marcie Wilmot on March 3rd, 2021
Competency
7. What sales and account management software do you know how to use?
How to Answer
There are many different software programs widely available that fintech account managers use to organize and prioritize their accounts. It's likely that the company you're interviewing for uses one of these programs. Tell the interviewer which programs you have used before but indicate that you are open to learning new software too. If you haven't used any relevant programs in the past, convey that you are a quick and eager learner.
Written by Marcie Wilmot on March 3rd, 2021
Answer Example
"Throughout the 10+ years I've worked in account management, I've used various applications to help me organize contacts, segment markets, customize pipelines, and prioritize my accounts. On a very basic level, I have used Microsoft Excel and internal admins to support my own organizational methods. Beyond that, I am comfortable using Salesforce and Freshsales as I used them in my last two positions. I have friends who use Zendesk Sell and Zoho, among others, and am confident I can easily learn how to use these or any other programs if needed."
Written by Marcie Wilmot on March 3rd, 2021
Competency
8. How do you meet your quotas?
How to Answer
Part of being a successful account manager is being able to sell. By asking this question, the interviewer is looking for some insight into your selling methodologies. They want to know that you can consistently meet or even exceed your targets. Discuss the strategies you've successfully used in the past to meet your quotas and how you will do that in this position too.
Written by Marcie Wilmot on March 3rd, 2021
Answer Example
"For me, the focus is always on client relationships. I reach out to my clients frequently, doing my best to provide them with relevant, useful information and ongoing support. I want to make sure that the lines of communication are always open. When a new feature or product comes along, I can then more easily upsell or cross-sell the value-add because I've already established trusting relationships with my clients. I also make it a point to collaborate closely with others on the sales and account management teams. Together we come up with new sales strategies to try out and share things that have worked. In the past, I have met or exceeded my target every single time."
Written by Marcie Wilmot on March 3rd, 2021
Competency
9. In your opinion, what is our company's biggest challenge?
How to Answer
The interviewer wants to know that you researched their company and the fintech industry before you came in. Being knowledgeable in these areas shows you are genuinely interested in this specific job and field. Being able to suggest possible company and industry challenges also shows your ability to think critically. Even better if you can propose some potential solutions as well.
Written by Marcie Wilmot on March 3rd, 2021
Answer Example
"I noticed when I was researching your company that there are several similar startups in your space. This leads me to believe that one of the challenges your company faces is differentiating itself from competitors. Being that the service you offer is online and not a product that can be physically handled and compared to others at a store, I imagine it's difficult sometimes to show clients how your service is better for them than a competitor's. As an account manager for your company, I will visit clients in person to physically demonstrate our product in front of them. I can think of other ideas too, like perhaps running a mailing campaign, to help resolve this issue."
Written by Marcie Wilmot on March 3rd, 2021
Discovery
10. What do you know about our company?
How to Answer
Remember that the interviewer wants to see that you really want this specific job. They don't want to sense that you are desperate and willing to take any job. Make sure to do your research on the company prior to the interview so you know what it does, what kind of products it sells, who some of its larger customers are, and why you will fit in well there.
Written by Marcie Wilmot on March 3rd, 2021
Answer Example
"I researched your company online and am very excited about what I learned. First, I am happy that it's a startup because this type of atmosphere appeals to me. From LinkedIn, I got a sense of your company culture - that it's fun, hard-working, and social - and I know that I will fit in well. I'm also passionate about stocks and investing, which is clearly at the core of your company. I've looked into the types of services you sell; although there is much I still need to learn, they are products that interest me personally and that I know I will feel comfortable selling. I also share some connections with your company; some of my contacts work at companies that already pay for your services. From everything I've learned about your company and this role, I'm confident that I will fit in perfectly."
Written by Marcie Wilmot on March 3rd, 2021
Discovery
11. Explain why you are interested in this specific fintech account manager position.
How to Answer
The interviewer wants to know what about this job in particular appeals to you and why you feel it's a good fit for you. This is a great opportunity to show the interviewer that you have researched their company. You want to express interest in working specifically for them and explain why you are well suited to the role.
Written by Marcie Wilmot on March 3rd, 2021
Answer Example
"I've been following your company for some time now and looking for the right opportunity to join your team. I have worked for several fintech startups in the past, so I know the size and entrepreneurial spirit of your company will suit me well. I enjoy seeing the direct impact my work has on a company versus just being a cog. In terms of the role itself, I'm passionate about the financial markets, in addition to being a people-person who is driven to sell. I'm also someone who enjoys building and growing meaningful relationships with customers. I believe the products you sell offer a valuable solution to a problem, and I would love to introduce your products to customers in order to solve their problems."
Written by Marcie Wilmot on March 3rd, 2021
Discovery
12. Why should we hire you instead of other candidates?
How to Answer
This is a chance to really sell yourself and to explain what differentiates you from the other candidates. Be sure to practice your answer to this question several times in advance so it flows and you don't stumble at all. Talk about your strengths. Be specific and exude confidence and excitement.
Written by Marcie Wilmot on March 3rd, 2021
Answer Example
"I think you should hire me over others because I have the right mix of experience and personality. I will be able to jump right in and hit the ground running because I already know how to be a successful account manager in a fintech firm. I even bring my own network of contacts with me, of whom I will work to convert into paying clients. I'm friendly and personable on the phone and in person, so I have no doubt I will be able to easily make in-roads with your existing clients to build up trusting relationships with them, as well as with my new colleagues. I am very excited about your company and would love to be a part of its future success."
Written by Marcie Wilmot on March 3rd, 2021
Discovery
13. How well do you know the fintech industry?
How to Answer
The interviewer wants to know how much fintech knowledge and experience you have. They are hoping to hear that you are already familiar with the product types and terminology and that you have a network of connections that you will bring with you to the role. If you have a background in the same or a similar industry, let the interviewer know. If not, indicate how eager and willing you are to learn about it.
Written by Marcie Wilmot on March 3rd, 2021
Answer Example
"I have worked in various industries throughout my career thus far. As a result, I am very well-rounded and quick to adapt. But I'm especially interested in the fintech industry and am looking to settle here for the long term. I spend most of my personal time reading and learning about the financial markets; in fact, investing is a passion of mine. I would love to incorporate that personal passion and knowledge into my job! I'm also well-connected in the field and believe that many of my connections will be interested in the kinds of products you sell."
Written by Marcie Wilmot on March 3rd, 2021
Discovery
14. Tell me why this job is right for you at this time in your career.
How to Answer
Tell the interviewer why you are looking to make a change and why you think you're a great fit for this role. Be thoughtful and draw upon the research you have done on the company. Make sure the interviewer knows how excited you are by their company, the role, and the fintech industry as a whole. Be positive about your current/last employer; negativity doesn't come across well.
Written by Marcie Wilmot on March 3rd, 2021
Answer Example
"I've been passively seeking a new position for quite some time but hadn't jumped on anything until this. When I read your job ad and researched your company, I knew this might be the perfect fit for both me and you. I think I'll fit in really well with your company culture, and I possess the experience and knowledge to be very successful within this role. I'm also extremely interested to move into the fintech realm because I'm passionate about finance and using automation to make finance-related tasks faster and easier for people. While I like my current job and employer, I am ready to move on to something different that will allow me to learn more and expand my sales and management skills."
Written by Marcie Wilmot on March 3rd, 2021
Discovery
15. How long have you sold fintech products?
How to Answer
The interviewer wants to hear that you have experience working with and selling the type of product their company sells. The more experience you have, the easier it'll be for you to hit the ground running when you start working there - and the interviewer knows this. If you've worked with fintech products in the past, discuss this with the interviewer. If not, talk about your willingness and eagerness to learn.
Written by Marcie Wilmot on March 3rd, 2021
Answer Example
"I've been selling fintech products that are similar to yours for the past five years. In my most recent role, I developed an in-depth understanding of the products we sold by taking the time to learn about them and then staying abreast of all new features. If you hire me, I will do the same here. To be an effective account manager, I need to know and understand all aspects of the product so I can expand accounts by upselling and cross-selling your products."
Written by Marcie Wilmot on March 3rd, 2021
Discovery
16. Do you know any of our customers?
How to Answer
Many times fintech companies look to hire account managers who already have existing relationships with their customers and target prospects because this makes it easier for them to introduce and/or sell their products to them. If you already have connections in the fintech industry, definitely name-drop and let the interviewer know. If you don't, indicate that you are working on building up your industry network and understand the importance of doing so.
Written by Marcie Wilmot on March 3rd, 2021
Answer Example
"Being that I've been in the same industry as your company for the past 10 years, I have numerous shared contacts. While in this role, I plan to leverage my connections as I know that my relationships with these customers will allow me an easy in to start introducing and selling your products to them. I am continually building and nurturing new relationships as well. I am confident that using my existing network, and the new contacts I will continue to add, will help me to successfully sell your products."
Written by Marcie Wilmot on March 3rd, 2021
Discovery
17. What kind of feedback did you receive at your last job?
How to Answer
An interviewer might ask this question in order to find out what kind of feedback you've received in the past and how you handled it. You will want to show that you were open to receiving your manager's feedback, took it constructively, and used it to better yourself and your work performance.
Written by Marcie Wilmot on March 3rd, 2021
Answer Example
"At my last job, my manager told me that I was spending too much time on certain accounts. I realized that I had become so immersed in those particular relationships (because I saw huge opportunities there) that I wasn't paying enough attention to some of my other accounts. I recognized that she was right and from that point forward I made sure to better allocate my time and energy across all of my accounts."
Written by Marcie Wilmot on March 3rd, 2021
Discovery
18. Why do you want to leave your current position?
How to Answer
The interviewer may want to know why you want to leave your current job. If you're not careful about how you answer this question, you might raise red flags in the interviewer's mind. For instance, make sure you don't badmouth your prior employer (even if they deserve it!) Frame everything in a positive light. You want to be honest, positive, and bring the focus back to what the new role has to offer and how you're the perfect fit for it.
Written by Marcie Wilmot on March 3rd, 2021
Answer Example
"I've been with my current employer for several years now, and I'm just ready to move on to another opportunity. I love the people I work with, but I'm looking to change things up and try something new with another great group of colleagues. I think I'm well suited to the fintech account manager position and that I'm a perfect fit when it comes to your company and its culture."
Written by Marcie Wilmot on March 3rd, 2021
Discovery
19. What do you like most about your current role?
How to Answer
This question is the interviewer's way of uncovering what motivates you and what you like and dislike. They want to see if this aligns with the fintech account manager position. Consider what an account manager does and connect that to your current job in a favorable manner.
Written by Marcie Wilmot on March 3rd, 2021
Answer Example
"Right now I'm working in a retail position. My favorite part of the job is making customers happy. When they come into the store, I approach them in a friendly manner and make conversation in order to determine if they have any challenges or problems that might be fixed by our products. I try to be empathetic, an active listener, and to educate them about our products so that I might be able to solve their issue(s). I make sure they leave on good terms with me so the next time they come into the store I can continue to build our friendship and trust. I am confident that these skills and methods are transferable to the fintech account manager position."
Written by Marcie Wilmot on March 3rd, 2021
Operational
20. Tell me how you will stay in contact with customers.
How to Answer
One of the most important parts of an account manager's job is to communicate with clients. The interviewer wants to know how you plan to build and maintain relationships with customers. Talk about how you will be communicative, helpful, and friendly. You can also talk about the methods you will use to communicate and how frequently you will do so.
Written by Marcie Wilmot on March 3rd, 2021
Answer Example
"I use several different methods to build and grow my relationships with clients. When I come into a new role, I always make it a point to call every single client on my list to introduce myself. I think this is more personal than an email because they can hear my voice and learn my name. Sometimes these introduction calls lead into a conversation that gives me the opportunity to learn a lot about that person. With larger accounts that we want to expand, I encourage in-person meetings. There's nothing quite like shaking a client's hand and seeing the family photos they have in their office in order to build a real and trusting relationship. I also email clients. Sometimes they prefer and/or request this because they are busy. Ultimately, I stay in touch with customers in many different ways, whatever works best for them and helps to build the relationship."
Written by Marcie Wilmot on March 3rd, 2021
Scenario
21. If you were the manager, how would you measure the success of the members of your team?
How to Answer
The interviewer is trying to gauge your ability to lead a team. One important part of overseeing others is being aware of each team member's performance. If someone is struggling, it's your job to help them. Tell the interviewer how you would measure and track the success of your team as the manager.
Written by Marcie Wilmot on March 3rd, 2021
Answer Example
"From having been on teams for many years now, I recognize how vital it is that the manager consistently communicates with and evaluates the performance of their team members. In my case, if I was put in a managerial position, I would strive to keep my team positive, encouraged, and competitive in order to inspire more sales and deeper client relationships. I would hold daily morning team meetings to keep everyone on the same page and motivated. I would also meet individually with all team members on Fridays to discuss weekly successes and challenges and to offer guidance. Finally, I would use several different metrics in order to measure everyone's level of success. If someone wasn't meeting an expected level of performance, I would discuss this with them during a one-on-one meeting so we could determine what wasn't working and create an action plan to fix the issue."
Written by Marcie Wilmot on March 3rd, 2021
Scenario
22. If you were the manager, how would you motivate your team?
How to Answer
As a fintech account manager, you may end up leading others. The interviewer wants to know how you would ensure that your team stays motivated and productive. You'll want to explain to the interviewer that you would spend time finding out what drives the members of your team, including what they are passionate about and how they like to be rewarded. If possible, cite past examples of when you've done this before.
Written by Marcie Wilmot on March 3rd, 2021
Answer Example
"In my current role at a fintech startup, I lead a small team of account managers. In the beginning, I spent time getting to know them so I could find out what they like, what makes them tick, and how they like to be recognized for a job well done. For example, one of my colleagues will do anything to earn a financial bonus, while another just wants verbal praise after she's achieved something. It's important that I can reward my team in ways that are meaningful to them. I also encourage social get-togethers like happy hours and volunteer events; when we spend time together outside of the office, we strengthen our relationships. In the end, I try to make sure everyone on my team feels understood, appreciated, and recognized, which inevitably leads to success."
Written by Marcie Wilmot on March 3rd, 2021
Scenario
23. If you were your own client, how would you describe yourself as an account manager?
How to Answer
The interviewer can learn a lot about you from this question. You will want to appear confident without being arrogant, and you'll want to discuss several of the attributes and personality traits that the interviewer is looking for in an account manager. Namely, that you are friendly, communicative, capable, honest, proactive, client-focused, and knowledgeable about finance and technology.
Written by Marcie Wilmot on March 3rd, 2021
Answer Example
"I think that my clients would describe me as a pleasant, genuine, and helpful person. I work hard to establish solid client relationships that are based on trust. Consequently, I believe that they would also say that I am trustworthy and that I don't waste their time. If I'm contacting them about a product or new feature, I make sure it is something that will be of value to them. Additionally, I think I would be described as someone who is intelligent, knowledgeable about fintech, and a good listener; I spend time truly listening to what the client's challenges are, and I proactively offer solutions."
Written by Marcie Wilmot on March 3rd, 2021
Scenario
24. If a long-term client of ours informed you that they wanted to end our business relationship, how would you convince them to stay?
How to Answer
It's important that a fintech account manager is able to save accounts. If a client expresses unhappiness, as their account manager it will be your job to first understand and then fix the problem in order to keep their business. Explain the steps you would take to smooth things over with the customer.
Written by Marcie Wilmot on March 3rd, 2021
Answer Example
"I know that sometimes this situation occurs when a customer has encountered a problem with the product/service or is simply ready to move on. As an account manager, it's my job to dive into the reason they are unhappy. So first I would reach out to the customer. During this discussion, I will be empathetic, understanding, and an active listener so the client feels heard and understood and so I fully understand what the issue is. After talking to my team and evaluating options, I will approach them with a solution that might entail another product/service the company offers or an adjustment to the service they are already receiving. In the end, my goal is to leave the customer fully satisfied and to restore the relationship."
Written by Marcie Wilmot on March 3rd, 2021
Scenario
25. Pretend I'm one of your clients. How would you upsell or cross-sell this company's products to me?
How to Answer
The point of this question is for the interviewer to see how you act as an account manager. Use your imagination and pretend they are a client. Make sure that prior to the interview you research the company, its products, and the industry so you have an idea of how you would upsell or cross-sell its products.
Written by Marcie Wilmot on March 3rd, 2021
Answer Example
"Hi, Mary; how are you? How's the family? I know we last talked just a few weeks ago. I wanted to touch base with you because several of your colleagues have reached out and expressed interest in using our service. I'm really excited about that; I know our research product has been very helpful to your analyst team already. As you know, your firm is currently paying for a one-seat subscription. I wanted to talk to you about trialing a four-seat subscription so some of your colleagues can start capitalizing on our research too. I've already set it up and can activate it now if you're interested."
Written by Marcie Wilmot on March 3rd, 2021
Scenario
26. You have been given 75 clients. How will you manage them? What will you do first?
How to Answer
The interviewer wants to know how you will handle a lot of clients while still giving them all the attention they require. Discuss how you will prioritize and organize your clients, as well as how frequently and in what ways you plan to communicate with them. It's important to balance the needs of the clients with the needs of the company.
Written by Marcie Wilmot on March 3rd, 2021
Answer Example
"In the past, I have managed numerous clients at one time, so I know that I am fully capable of doing this successfully. To start, I will put all of my clients into a program, perhaps Excel or the company's internal admin program, that allows me to easily access and organize them. Next, I will research the types of clients I have been given and prioritize them by how lucrative they are to the company. I will consider their size, length of time with our company, and whether it looks like I might be able to upsell or cross-sell them. No matter what level of prioritization I give them, I will give proper attention and great service to all of them; however, I will likely spend more time on, and communicate more frequently with, the ones who have the potential to bring in more revenue."
Written by Marcie Wilmot on March 3rd, 2021
Situational
27. Tell me about a time when you made a mistake that cost an account.
How to Answer
Everyone makes mistakes. The interviewer knows this and wants you to describe a time when you made an error at work. Clearly explain what happened, what your role was, what you did to fix the mistake, and what lessons you learned. Be honest and take responsibility but emphasize how this taught you to do things differently in the future.
Written by Marcie Wilmot on March 3rd, 2021
Answer Example
"A couple of years into my first account management job, I learned a valuable lesson about making sure to keep tabs on and be communicative with all clients, no matter their account size. I had inherited over 60 accounts and had prioritized them by size and opportunity potential. Some of the company's clients had been with us for years but were small accounts. Things got busy, and I overlooked following up with one of those accounts. Out of the blue, they contacted us to cancel their service with us. Fortunately, I quickly realized the error of my ways and was able to re-open the lines of communication with them. I was able to win them back, albeit at a discounted rate for the next quarter. Going forward, I changed how I tracked clients and my communication with them to ensure that no client ever fell through the cracks again."
Written by Marcie Wilmot on March 3rd, 2021
Situational
28. Describe a contribution you made to the last team you worked on.
How to Answer
It's important to show the interviewer that you are a team player and someone who works well with others. Talk about a time when you were expected to achieve a goal in a team setting. Discuss how you went above and beyond to help your team and how your team achieved success.
Written by Marcie Wilmot on March 3rd, 2021
Answer Example
"Last month, my manager asked my team to call a list of hundreds of finance firms, clients of ours, during a time period of just a few days. We were trying to reach these specific clients in order to schedule in-person meetings while our sales team was going to be in their area. All of us had to work long hours, starting before 8 am and going on after 5 pm, to make these calls, in addition to managing the responses we received. It wasn't easy and there were several days when I stayed late to help get everything done. It was worth the effort, though, as we managed to scheduled numerous on-sites, many of which later resulted in expanded accounts."
Written by Marcie Wilmot on March 3rd, 2021
Situational
29. What is the largest project you have ever worked on and how did you manage it?
How to Answer
The interviewer wants to learn more about how you handle yourself when you're involved in a big project. Tell them about the project, what your contribution was, and the end result. Consider discussing what you learned from the experience and how you will carry those lessons into the future with you.
Written by Marcie Wilmot on March 3rd, 2021
Answer Example
"The company I currently work for was just a small startup when I began working there. Now it's larger and continues to grow in size. Initially, we sold to small mom-and-pop companies but over time this evolved into closing very large multi-seat financial companies. A year ago, a large company that we had closed on not that long ago for just a few seats started expressing interest in expanding their account. My boss put me in charge of it. Over the next eight months, I worked multiple angles and developed numerous new contacts within the company. I remained persistent over time and eventually was able to increase the number of seats at the company to over a hundred, resulting in a large boost in revenue for us."
Written by Marcie Wilmot on March 3rd, 2021
Situational
30. Have you ever made a mistake that made a customer unhappy? What did you do to fix the problem?
How to Answer
The interviewer wants to know how you recovered from a mistake you made. It's most important that you show the interviewer what you learned from the mistake so you don't repeat it again. Explain that you view mistakes as a chance to learn, not as a failure.
Written by Marcie Wilmot on March 3rd, 2021
Answer Example
"When I first started working for my current company, I called an important client right in the middle of earnings season. I wasn't calling to provide any investment information that might have helped him; I was just touching base. The client wasn't happy that I wasted her time, especially during this extremely hectic period. I apologized and wrapped up the call so she could go on with her day. I never forgot the lesson I learned from that experience. Now I only make contact with clients when I have an express purpose or information of value to provide, and I always pay attention to the timing of the phone call."
Written by Marcie Wilmot on March 3rd, 2021