CareerPlan

Account Manager, Investor Vertical

New York City, NY, USFull-time$110k–$130k2026-11-11 → 2026-11-12
Based in United States

Core

Maintain and grow partnerships with key accounts in the financial services industry by providing analytical and consultative support, leading renewals, upsells, and creating data-driven reports and presentations.

Role type

Account Manager (Investor Vertical)

Builds

Data insights, reports, presentations, and webinars for enterprise subscribers in finance

Domain

Financial services / Alternative data / Mobile intelligence

Required skills

Financial analysis, Data analysis, Excel proficiency, Consultative selling, Account management, Strategic partnership development

Preferred skills

Experience with alternative data companies, Knowledge of TMT/Internet companies, Public financial statement analysis

Responsibilities

Manage relationships with financial services clients, Lead renewal and upsell discussions, Create reports and presentations incorporating data analysis, Review and analyze public financial statements, Collaborate with sales leadership to grow the vertical

Seniority

Mid-level, hands-on IC