Associate, Account Management
Core
Manage and grow relationships with sophisticated Credit investors, driving activation, engagement, and revenue growth for a research firm's expert insights platform.
Role type
Associate Account Manager (Commercial/Quota-bearing)
Builds
Expert insights platform (transcripts and expert calls) for Credit investors
Domain
Financial Services / Investment Research / Credit Markets
Required skills
Client relationship management, strategic account planning, CRM proficiency, data-driven KPI tracking, verbal communication, commercial acumen
Preferred skills
Experience in quota-bearing roles, knowledge of credit markets, familiarity with AI tools in investment research
Responsibilities
Execute structured outreach cadences to increase transcript usage and expert call volume, convert trial users into recurring active users, conduct quarterly in-person client visits and business reviews, monitor account health metrics including renewal risk and revenue contribution, prepare targeted expert and transcript recommendations, collaborate with Account Managers and Project Managers on account growth plans
Seniority
Individual Contributor, early career