Account Manager (Fintech)

TL;DR

Account Manager (Fintech): Managing a portfolio of existing customers for a financial data and analytics provider with an accent on recurring revenue growth and strategic account planning. Focus on maximizing account value through upselling, cross-selling, and mitigating churn within the investment community.

Location: Must be based in the United States of America

Company

A leading provider of qualitative feedback and data analytics for the investment community (Buy side, Sell side, and Corporates).

What you will do

• Manage a defined book of business to deliver recurring revenues and achieve allocated growth targets.
• Deepen relationships within assigned accounts to understand pain points and apply company solutions.
• Execute account renewals 60 days in advance and manage customer procurement processes.
• Proactively identify new business opportunities, including upselling and cross-selling.
• Collaborate with marketing, product development, and customer success teams to tailor solutions to client needs.
• Maintain accurate pipeline records in Salesforce and provide weekly forecasts to commercial leadership.

Requirements

• Proven track record of consistent overachievement against B2B sales targets and KPIs.
• Experience with B2B sales methodologies such as MEDDICC, BANT, or Challenger.
• Strong understanding of financial markets and investor relations.
• Proficiency in Salesforce, Microsoft Office, and business intelligence platforms.
• Excellent objection handling skills and ability to remain calm under pressure.
• Must be based in the United States of America

Nice to have

• Experience with data sales into the financial services sector.

Culture & Benefits

• Work with an internationally recognized benchmark in the financial industry.
• Commercial, customer-centric environment focused on value delivery.
• Collaboration across GTM functions including marketing and product development.