USAAccount Manager, Financial Services (High Growth)
1 мес. назад
USAHybrid
account management
Responsible for managing high-value financial services client accounts to ensure long-term outcomes.
Обязанности
- This role sits on our Financial Services Account Management team where clients include Fortune 1000 firms and leading asset managers, hedge funds, and investment banks. Account Managers at own long-term outcomes for a named book of high-value Financial Services customers. They are the primary commercial and relationship owner, responsible for renewals, customer health, adoption, and expansion. They ensure is embedded in daily workflows and delivers measurable business impact.
- Operating as a trusted advisor, Account Managers engage stakeholders from daily users to senior executives and partner closely with Account Executives on expansion opportunities, while retaining full accountability for retention and renewals.
- This is a high-growth, high-velocity role in a fast-paced, pressurized environment. Success requires strong business judgment, comfort with ambiguity, clear ownership of outcomes, and the ability to prioritize and move quickly while staying accountable.
Требования
- Comfortable under pressure: You perform well in a high-growth environment where priorities shift and expectations are high. You take ownership and stay composed when things move fast.
- Commercially minded: You think in terms of outcomes and risk. You understand renewal ownership, expansion motions, and what it takes to protect recurring revenue.
- Financial Services literate: You have a solid understanding of how financial firms operate and can lead credible conversations with sophisticated stakeholders.
- Fluent in SaaS: You understand modern account management, including usage-based value, renewals, forecasting, and metrics-driven execution.
- Structured and proactive: You anticipate risk, manage competing demands, and operate with clarity and urgency.
- Strong communicator: You can distill complex topics quickly and move conversations toward decisions in time-sensitive situations.
Другое
- The world’s most sophisticated companies rely on to remove uncertainty from decision-making. With market intelligence and search built on proven AI, delivers insights that matter from content you can trust. Our universe of public and private content includes equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research content.
- The acquisition of Tegus by in 2024 advances our shared mission to empower professionals to make smarter decisions through AI-driven market intelligence. Together, and Tegus will accelerate growth, innovation, and content expansion, with complementary product and content capabilities that enable users to unearth even more comprehensive insights from thousands of content sets. Our platform is trusted by over 6,000 enterprise customers, including a majority of the S&P 500. Founded in 2011, is headquartered in New York City with more than 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Come join us!
- Location: NYC Preferred, Boston/Chicago/San Fransisco/Los Angeles, Remote
- Customer Ownership & Retention Own renewals end-to-end, including strategy, forecasting, timing, and execution
- Identify risk early and drive mitigation plans decisively with internal partners
- Maintain accurate forecasts, disciplined account plans, and clear next steps
- Growth & Expansion Identify and drive expansion opportunities by building conviction around value and outcomes
- Partner with Account Executives to execute upsell motions within existing clients
- Increase adoption by aligning to real client workflows and priorities
- Value Delivery & Executive Engagement Ensure delivers sustained value throughout the customer lifecycle
- Lead focused, outcome-driven executive conversations and business reviews
- Build multi-threaded relationships across users, decision-makers, and sponsors
- Internal Collaboration & Execution Move quickly and stay aligned across Sales, Customer Success, Product, RevOps, and Support
- Maintain a high bar for CRM hygiene, forecasting accuracy, and follow-through
- Prioritize relentlessly across a demanding book of business.
- For base compensation, we set standard ranges for all roles based on function and level benchmarked against similar stage growth companies and internal comparables. In order to be compliant with local legislation, as well as to provide greater transparency to candidates, we share salary ranges on all job postings regardless of desired hiring location. Final offer amounts are determined by multiple factors including candidate experience/expertise and may vary from the amounts listed below.
- You may also be offered a performance-based bonus, equity, and a generous benefits program.
- is an equal-opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals. All employees share in the responsibility for fulfilling ’s commitment to equal employment opportunity. does not discriminate against any employee or applicant on the basis of race, color, sex (including pregnancy), national origin, age, religion, marital status, sexual orientation, gender identity, gender expression, military or veteran status, disability, or any other non-merit factor. This policy applies to every aspect of employment at , including recruitment, hiring, training, advancement, and termination.
- In addition, it is the policy of to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where a particular employee works.
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