Senior Account Manager - Financial Services
Core
Promote subscription-based research service to business units within existing financial services clients (hedge funds, mutual funds, private equity) to drive usage growth and retention.
Role type
Senior Account Manager (Financial Services)
Builds
Subscription-based research service for institutional investors
Domain
Financial Services / Institutional Investment
Deliverable
client delivery
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, proactive commercial mindset
Technologies
AI-enabled research and communication tools
Responsibilities
Own client account portfolios for long-term retention and growth, lead contract negotiations and pricing discussions, drive upsell and cross-sell revenue, strengthen executive relationships, identify new users within client organizations, develop account growth strategies, monitor usage trends to prevent churn, serve as senior point of contact for escalations
Seniority
Senior, hands-on IC