Account Management Director (Fintech)

TL;DR

Account Management Director (Fintech): Managing core customer relationships to drive expansion, renewals, and satisfaction within the private equity and venture capital marketplace with an accent on sales strategy and long-term account growth. Focus on identifying growth opportunities, managing complex sales cycles, and establishing strategic relationships with key decision-makers.

Location: New York, NY, United States (Onsite 5 days a week)

Salary: $136,500 base + $75,000 target variable commission

Company

A leading financial data provider (Morningstar company) specializing in private equity and venture capital intelligence.

What you will do

• Manage a dedicated portfolio of core clients, serving as their primary point of contact and business partner.
• Develop and execute long-term account strategies to increase platform engagement and footprint over multi-year horizons.
• Identify growth opportunities to expand the user base and consistently exceed sales and retention goals.
• Conduct consultative product demonstrations to align platform capabilities with specific client needs.
• Collaborate with Customer Success Managers and Associates to strategize on account retention and expansion.
• Oversee the end-to-end sales cycle and maintain pipeline hygiene using Salesforce, Catalyst, and Tableau.

Requirements

• 6+ years of experience in sales or account management.
• Proven track record of closing complex deals with senior stakeholders.
• Proficiency with CRM tools such as Salesforce or Catalyst for forecasting and record management.
• Strong negotiation, presentation, and written communication skills.
• Must be authorized to work in the United States without the need for visa sponsorship now or in the future.

Nice to have

• Bachelor’s degree.
• Interest or experience in the private equity and venture capital marketplace.

Culture & Benefits

• Comprehensive health, medical wellness, life, and disability insurance.
• Paid sabbatical program after four years, family/paternity leave, and generous vacation/sick day allotments.
• Annual educational stipend, tuition reimbursement, and CFA exam stipend.
• 401k match and shared ownership employee stock program.
• Monthly transportation stipend and quarterly team-building events.