CareerPlan

Strategic Account Manager

New York, NY, USFull-time2026-11-07 → 2026-11-09

Core

Drive revenue growth and strengthen executive relationships for a focused portfolio of 8-12 strategically important customers in the Private Capital and Credit markets.

Role type

Senior Strategic Account Manager (IC)

Builds

Long-term customer value, renewals, expansions, and revenue forecasting for enterprise clients

Domain

Fintech / Private Capital / Credit Markets

Required skills

Strategic account planning, executive relationship management, consultative selling, contract negotiation, revenue forecasting, pipeline management, cross-functional leadership, retention strategy

Preferred skills

Knowledge of investment management, alternative investments, private credit, financial technology markets

Technologies

Salesforce

Responsibilities

Own and execute comprehensive strategic account plans for a focused portfolio of 8-12 Tier 1 customers; Establish and maintain trusted relationships with senior executives and economic buyers; Lead complex, consultative commercial engagements including opportunity development and contract execution; Take proactive ownership of customer retention and renewal strategy; Partner with Customer Success, Product, and Professional Services to address customer challenges; Serve as the primary commercial owner coordinating internal resources; Contribute to the evolution of the Strategic Account Management model

Seniority

Senior, hands-on IC