Account Manager (Fintech)

TL;DR

Account Manager (Fintech): Managing core customer relationships and driving expansion, renewals, and satisfaction for a private equity and venture capital data platform with an accent on strategic account growth and client retention. Focus on developing long-term execution plans, conducting consultative demonstrations, and managing the end-to-end sales cycle.

Location: Onsite in Seattle, Washington, United States. Must be authorized to work in the US without the need for visa sponsorship.

Salary: $105,000 base + $45,000 on-target variable commission.

Company

hirify.global is a Morningstar company providing comprehensive data and analytics for the private equity and venture capital markets.

What you will do

• Manage a dedicated portfolio of core clients, acting as the primary business partner via in-person meetings, phone, and email.
• Develop and execute long-term strategies to increase client engagement and footprint over a multi-year time horizon.
• Identify growth opportunities within existing accounts to consistently exceed sales and retention goals.
• Conduct consultative product demonstrations to highlight how the platform addresses the needs of the account and individual users.
• Collaborate with Customer Success Managers and Account Development Representatives to strategize on retention and growth.
• Manage the full sales pipeline and client interactions using Salesforce, Catalyst, Tableau, and Gong.

Requirements

• 2+ years of sales or account management experience.
• Proven ability to close complex deals with relevant stakeholders and oversee the end-to-end sales process.
• Prior experience with Salesforce or similar CRM to forecast sales and maintain client records.
• Must be authorized to work in the United States without the need for visa sponsorship.
• Excellent verbal and written communication and presentation skills.
• Bachelor’s degree preferred.

Nice to have

• Interest in the private equity and venture capital marketplace.
• Proficiency with the Microsoft Office suite (Outlook, Word, Excel).

Culture & Benefits

• Comprehensive health benefits, medical wellness incentives, and life insurance.
• Paid sabbatical program after four years, and generous allotment of vacation, sick, and volunteer days.
• Financial perks including 401k match and a shared ownership employee stock program.
• Annual educational stipend, CFA exam stipend, and robust training programs.
• Subsidized emergency childcare and monthly transportation stipend.