Strategic Account Director, Financial Services
Core
Lead and expand critical relationships within the Financial Services sector, acting as the lead architect for growth in investment banks, asset managers, and hedge funds.
Role type
Senior Account Director (Strategic Accounts)
Builds
Enterprise SaaS platform for AI-driven market intelligence and search
Domain
Financial Services / Market Intelligence / SaaS
Deliverable
production ML models | product features
Required skills
Strategic account management, C-suite relationship building, revenue forecasting, churn prevention, cross-functional partnership, QBR leadership, onboarding strategy, value-based outreach
Preferred skills
SaaS lifecycle expertise (Land and Expand), API integration knowledge, complex organizational navigation, executive presentation skills
Technologies
AlphaSense platform, AI-driven search tools
Responsibilities
Forecast and deliver on Gross and Net Revenue Retention targets; drive adoption across existing client business units; identify and mitigate revenue at risk; partner with sales and CS teams on growth plans; transition clients from vendors to strategic partners; lead Quarterly Business Reviews; execute onboarding and training initiatives; conduct proactive value-added outreach; gather product feedback for internal teams.
Seniority
Senior, hands-on IC with strategic leadership
