Senior Account Manager, Investment Research Services
Core
Manage and develop an established portfolio of Australian investment clients, driving revenue growth through contract renewals, upselling, and cross-selling.
Role type
Senior B2B account manager (investment research services)
Builds
Specialist insights and research services for investment professionals
Domain
Financial services / Investment research
Deliverable
client delivery
Required skills
B2B account management, commercial relationship management, revenue target achievement, contract negotiation, stakeholder management, account growth planning, sales pipeline management
Preferred skills
Experience with Australian or Western-market clients, expert networks, financial information, research services, business intelligence, subscription-based solutions
Technologies
N/A
Responsibilities
Manage and develop an established portfolio of Australian investment clients; Drive revenue growth through contract renewals, upselling and cross-selling; Lead pricing discussions and negotiate commercial agreements; Monitor client engagement, identify retention risks and develop account growth plans; Collaborate with internal teams to deliver a high-quality client experience; Maintain accurate account records, sales pipelines and forecasts
Seniority
Senior, hands-on IC