Account Executive / Account Manager
Core
B2B sales and account management role focused on driving engagement, acquisition, and retention for an investment and M&A platform.
Role type
Account Executive / Account Manager
Builds
Platform adoption and customer engagement within the investment and M&A ecosystem
Domain
Financial Services / Investment & M&A
Deliverable
product features
Required skills
B2B sales, account management, customer success, proactive outreach, CRM administration, email campaign management, stakeholder communication
Preferred skills
Investment banking, private equity, financial services experience, North American market knowledge
Technologies
Salesforce
Responsibilities
Drive engagement KPIs through proactive communication; manage day-to-day account activities; conduct proactive outreach to increase adoption; complete at least 20 connected calls per week; respond to inbound inquiries; launch email campaigns; share customer feedback with internal teams; manage Salesforce administration; handle customer support requests.
Seniority
Mid-Senior (2+ years in quota-carrying role, up to 10 years total)
