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