Account Manager, Financial Services
Core
Strategic Account Manager for Financial Services clients, driving retention, adoption, and revenue growth for an AI-driven market intelligence platform.
Role type
Senior Account Manager (Financial Services)
Builds
AI-powered market intelligence platform serving Hedge Funds, Asset Managers, Investment Banks, and Private Equity firms
Domain
Financial Services / SaaS / AI Market Intelligence
Deliverable
production ML models | product features | client delivery
Required skills
Relationship management, business acumen, SaaS client engagement, revenue forecasting, stakeholder communication, onboarding/training execution, floor walking/presence
Preferred skills
AI product knowledge, research-based product experience, Fortune 1000 client management
Technologies
AlphaSense platform, Tegus platform
Responsibilities
Maximize retention rate across the book of business, drive adoption of solutions into other business units, identify and prevent revenue churn, forecast retention rates, collaborate with Account Executives to identify growth opportunities, hold Business Reviews with key stakeholders, plan and execute new user onboarding and training initiatives, serve as physical presence within client offices (floor walks, lunch and learns), acquire value stories and product feedback from clients, allocate time effectively to high and mid-touch accounts
Seniority
Senior, hands-on IC