Account Manager - Trading
Core
Strengthen client engagement, satisfaction, and retention for the LiquidityBook product by developing customer success strategies and analyzing support data.
Role type
Account Manager (LiquidityBook)
Builds
LiquidityBook product adoption and client retention
Domain
Financial data and analytics for front-office trading workflows
Deliverable
client delivery
Required skills
client service in front-office trading workflows, familiarity with OMS/EMS/PMS systems, client meeting documentation, relationship building, product knowledge alignment, sales/retention interest, problem-solving
Preferred skills
management experience, sales/business growth experience
Technologies
LiquidityBook, OMS, EMS, PMS
Responsibilities
Develop and execute customer success strategies, lead Quarterly Business Review (QBR) meetings, implement process improvements for clients, act as escalation point for complex issues, monitor KPIs and health metrics, foster feedback loop with product teams, cultivate strong client relationships
Seniority
Individual Contributor, mid-level (3+ years experience)