VP, Account Executive - Client Service
Core
Promote subscription-based research service to business units within existing institutional clients (hedge funds, mutual funds, private equity) to drive usage growth and retention.
Role type
VP, Account Executive (Institutional Client Service)
Builds
Subscription-based research service for institutional investors
Domain
Financial services / Institutional research
Deliverable
product features
Required skills
Account management, contract negotiation, upsell/cross-sell strategy, executive relationship building, portfolio management, churn prevention, AI tool utilization
Preferred skills
AI fluency, emerging technology adoption
Technologies
AI-enabled research and communication tools
Responsibilities
Own client account portfolios for long-term retention and growth; Lead contract negotiations, pricing discussions, and renewals; Drive upsell, cross-sell, and package expansions; Proactively meet clients to strengthen executive relationships; Identify and activate new users within existing organizations; Develop account growth strategies and revenue plans; Monitor usage trends to prevent churn; Serve as senior point of contact for escalations; Partner with service teams to ensure delivery excellence.
Seniority
VP, strategic account leadership
