Senior Account Manager - NAM

Our platform is trusted by many of the world’s leading investment consulting firms

You’ll manage high value, enterprise consultant relationships, not transactional accounts

You’ll sell a platform embedded in critical client workflows, not standalone products

You’ll work across complex stakeholder environments, from operational users to senior leaders

You’ll have ownership of account strategy, pricing, and revenue expansion

You’ll operate within a specialist and less saturated area of financial services, working closely with investment consultants

Experience working with investment consulting firms, either selling into them, managing them as clients or working for them directly

Knowledge of portfolio analytics, performance measurement, risk, or reporting solutions used by investment consultants and institutional investors

Experience managing enterprise client relationships within financial services

Proven ability to drive revenue growth across existing accounts (renewals, upsell, cross sell, pricing)

Experience selling or managing platform or workflow based solutions, not standalone products

Ability to navigate complex, multi‐stakeholder client environments, from analysts to senior decision makers

Background within an investment consulting firm

Experience with financial data, reporting, or analytics platforms

Experience selling across multiple solutions within a broader platform

Network within investment consulting or wider financial services