Account Manager, Sell-Side

11 мес. назад

150k–200k USD / yearUSAHybrid

Account Manager role focused on retaining and growing sell-side clients in equity capital markets fintech.

The Company     Capital Markets Gateway LLC (CMG) is a capital markets-focused fintech transforming global equity capital markets (ECM) through data, technology, and connectivity. As the preferred source for ECM analytics and the first network connecting the buy-side and sell-side for ECM workflows, we are committed to reshaping how capital markets operate. Founded in 2017 by a team of ECM practitioners, CMG has completed three successful fundraising rounds and is backed by a group of the world’s most prestigious financial institutions. The CMG platform is currently relied upon by 25 global investment banks and 135 asset managers representing $40 trillion in AUM. For more information, please visit .   The Role     CMG is seeking a Sell-Side Accoun

Actively retain and grow a portfolio of assigned clients to meet and surpass quarterly and annual quotas 
Hit a new business quota based on a set territory of prospects 
Drive customer engagement to establish champion users across a book of clients 
Identify customer expansion opportunities & churn risks  
Prospect daily for new business 
Meet with clients quarterly to define client expectations and ensure CMG is providing value to their ECM process  
Become a trusted member of the ECM community  
Develop an in-depth understanding of the clients buying process and intimate knowledge of the key players involved and approval process
Record all calls, meetings, and emails in CMG’s CRM system  
Accurately forecast upcoming renewals and growth opportunities monthly  
Collaborate with the CMG Customer Success team to provide top-notch customer success  
Ensure renewals come in on time and consistently with growth  
Provide product feedback, sentiment, and trends in the industry to internal teams  
Partner with Marketing to develop and deliver collateral to support growth and adoption initiatives

At least 2+ years of prior account management and/or customer success experience, preferably within FinTech or SaaS  
Experience with data analytics & collaboration tools including Excel, MixPanel, Slack, HubSpot, and business intelligence platforms  
Highly proficient in communication and presentation skills with the ability to effectively adjust communication to the target audience (ECM, Syndicate, Cash Equities, etc.)  
Capital Markets experience with Investment Bank and/or Investment Management a strong advantage  
Previously managed the renewal process for assigned portfolio of accounts to hit quota  
B.S. or B.A. in Business Management, Finance, Economics, or similar study  
You have an entrepreneurial mindset and a ‘can-do’ attitude