Major Account Director

Client Director- FinTech Firm

COMPENSATION/PERKS/INTEL:

• Hybrid Work Model
• Salary: $150,000 - $175,000
• Additional Commission Earnings: $300,000 - $350,000 OTE
• Equity
• Health Care Plan (Medical, Dental & Vision)
• Flexible Spending & Health Savings Account
• Retirement Plan (401k Match, IRA)
• Life Insurance (Basic, Voluntary & AD&D)
• Unlimited PTO
• Parental Leave
• Training & Development
• Education Reimbursement

NOTABLE ACHIEVEMENTS/AWARDS:

• 4.3 Star Glassdoor Rating
• Nominated for TRADE's FinTech of the Year Award
• Relied Upon by Nearly 150 Buy-Side Firms and 20 Global Investment Banks
• Clients Represent $40 trillion in AUM

RESPONSIBILITIES:

• Exceed annual ARR target: Retain and grow clients into global partnerships leading to revenue growth that exceeds your ARR targets.
• Forecast revenue: Accurately forecast revenue and growth potential for accounts under coverage.
• Lead cross-functional teams: Coordinate with Sales, CS reps, and Solutions to deliver exceptional service to the client, manage new user training, and demonstrate increase in user adoption, while procuring product feedback.
• Develop and maintain strategic relationships: Identify, cultivate trust and build rapport with key decision-makers within the client organization to increase brand awareness across all relevant bank departments.
• Design account strategies: Create and implement tailored account plans to displace competitors and accelerate adoption of XC transactions.
• Identify white-space opportunities: Build global user account maps that help identify new revenue streams across your clients.
• Understand client needs: Identify and address the client's strategic business objectives and pain points.
• Proactive communication: Ensure regular and effective communication with the client to maintain a high level of engagement.

REQUIRED QUALIFICATIONS:

• 8 years of prior sales and/or account management experience within FinTech or SaaS
• Experience with data analytics & collaboration tools including Excel, MixPanel, Slack, HubSpot, and business intelligence platforms
• Highly proficient in communication and presentation skills with the ability to effectively adjust communication to the target audience (Head Trader, IT/Ops Leads, Sales Traders, etc.)
• Capital Markets experience with Investment Bank and/or Investment Management a strong advantage
• B.S. or B.A. in business management, finance, economics or similar study