Key Account Manager
Core
Managing and growing a high-value book of business for asset managers and service providers by driving engagement with the With Intelligence platform, renewing contracts, and upselling additional products.
Role type
Key Account Manager (SaaS/Financial Services)
Builds
The With Intelligence platform, a proprietary intelligence and directory service for institutional investors.
Domain
Financial Services / Asset Management / SaaS
Deliverable
client delivery
Required skills
High-value account management, complex sales strategy, revenue forecasting, pipeline management, CRM utilization, data-driven sales performance
Preferred skills
Data licensing or SaaS experience, Financial Services/Asset management domain knowledge
Technologies
CRM systems, data analytics tools
Responsibilities
Maintain relationships with C-suite stakeholders, hit quarterly growth targets for assigned accounts, develop understanding of institutional asset management space, manage revenue streams, execute timely pipeline management, conduct occasional onsite client meetings
Seniority
Mid-level professional
