Account Manager (Fintech)

TL;DR

Account Manager (Fintech): Managing core customer relationships and driving expansion and renewals for a financial data platform with an accent on sales strategy and client satisfaction. Focus on identifying growth opportunities within existing accounts, building relationships with decision-makers, and executing consultative product demonstrations.

Location: Must be based in New York, NY, United States. This role is onsite 5 days a week.

Salary: $115,500 base + $45,000 target variable commission.

Company

A Morningstar company providing comprehensive data and analytics for the private equity and venture capital marketplace.

What you will do

• Manage a dedicated portfolio of core clients to achieve quarterly sales and retention goals.
• Identify and execute growth opportunities to expand the user base within existing accounts.
• Develop long-term account strategies and execution plans to increase engagement over a multi-year horizon.
• Conduct consultative product demonstrations to highlight how the platform addresses specific client needs.
• Collaborate with Customer Success Managers to strategize on account retention and growth.
• Manage the end-to-end sales cycle and pipeline using Salesforce, Catalyst, and Tableau.

Requirements

• 2+ years of sales or account management experience.
• Proven ability to close complex deals and manage the end-to-end sales process.
• Proficiency with Salesforce or similar CRM for forecasting and client interaction records.
• Excellent verbal and written communication and presentation skills.
• Must be authorized to work in the United States without the need for visa sponsorship now or in the future.

Culture & Benefits

• Comprehensive health, emotional, and financial wellness benefits including 401k match.
• Shared ownership employee stock program and monthly transportation stipend.
• Paid sabbatical program after four years and generous vacation, sick, and volunteer days.
• Annual educational stipend and CFA exam stipend.
• Robust training programs on industry knowledge and soft skills.