CareerPlan

Account Manager

New York, NY, USFull-time2026-10-22 → 2026-11-09

Core

Nurturing and growing relationships within a portfolio of strategic enterprise accounts to drive revenue growth through upselling, cross-selling, and new business development.

Role type

Enterprise Account Manager (SaaS)

Builds

Revenue growth via upsell/cross-sell opportunities and new enterprise client acquisition

Domain

Financial data and technology for investment professionals

Deliverable

client delivery

Required skills

consultative selling, account growth strategy, new business development, stakeholder management, CRM proficiency, market intelligence

Preferred skills

financial literacy, SaaS complexity understanding, product collaboration

Technologies

Salesforce, CRM platforms

Responsibilities

Develop and execute account plans to drive revenue; identify and secure new enterprise clients; partner with prospects to deliver tailored data solutions; craft proposals and lead demonstrations; collaborate with marketing and product teams; stay abreast of industry trends and competitor offerings

Seniority

Mid-level, quota-carrying IC