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
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