Account Manager

Derivia Intelligence Limited; Greater London; On-site; GBP 35,000 - 60,000; Full time

Job summary

Derivia Intelligence seeks an Account Manager to drive growth in a subscriptions sales environment within our London-based sales team. You will manage key customer relationships, map account goals, and unlock value through upsell and cross-sell.

This role emphasizes customer-centricity and proactive account management across global financial institutions. You will need 2+ years in subscriptions sales, proven prospecting and closing skills, and familiarity with financial services and derivatives.

Qualifications

• 2+ years in subscriptions sales.
• Proven prospecting and closing skills.
• Experience selling into global financial institutions.
• Knowledge of financial services markets.
• Knowledge of derivatives is preferred.
• Experience using Salesforce.
• Pipeline building, management & forecasting.
• Familiarity with MEDDPICC, MEDDICC, Challenger, SPIN or other B2B sales methodologies.

Responsibilities

• Maximise account growth through pricing, upsell and cross-sell.
• Mitigate cancellation risk through monitoring changes in customer requirements, usage and priorities.
• Develop multiple relationships within accounts and understand their goals and metrics.
• Create an account plan for assigned accounts, highlighting opportunities for growth and renewal risks.
• Be the first point of contact for any training requirements or customer issues.
• Maintain strong inter-departmental communication, both intra and inter office.
• Onboard new customers and ensure high engagement from all users.
• Ensure territory plan aligns with company goals.

Skills

Subscription sales

Prospecting

Closing

Financial services

Derivatives

Salesforce

Pipeline management

MEDDPICC

Challenger

SPIN

Tools

Salesforce

Job description

Job Description

Derivia Intelligence combines incisive data, expert analysis, and convening power to bring clarity to some of the most complex areas of global finance - including futures and options, structured products, and primary debt capital markets and securitisation

Derivia Intelligence combines incisive data, expert analysis, and convening power to bring clarity to some of the most complex areas of global finance - including futures and options, structured products, and primary debt capital markets and securitisation

Derivia Operates Three Flagship Businesses

• Structured Retail Products (SRP): Intelligence for the global structured products market.
• Futures & Options World (FOW): Insights and data for the global derivatives, futures, and options community.
• GlobalCapital (GC): Trusted analysis and news for primary capital markets.

In 2026 Derivia Intelligence was acquired by the growth-focused private equity firm Triple Private Equity to further expand its financial infrastructure and B2B software footprint.

Job Purpose

The position of Account Manager is a key driver of growth and customer value within the sales team, requiring a customer-mindset and proactive approach to relationship management. As an Account Manager, you will need to show a deep understanding of your customers, the value they receive from Derivia Intelligence’s services and opportunities for account growth. To be successful in this role you will need to combine solution-based selling and a will to win.

KEY OBJECTIVES

• Maximise account growth through pricing, upsell and cross-sell.
• Mitigate cancellation risk through monitoring changes in customer requirements, usage and priorities.
• Develop multiple relationships within your accounts and develop a deep understanding of their goals and metrics they measure Derivia against.
• Create an account plan for your assigned accounts, highlighting opportunities for growth and potential renewal risks.
• Be the first point of contact for any training requirements or customer issues,
• Maintain strong inter-departmental communication, both intra and inter office
• Onboard new customers and ensure high levels of engagement from all users.
• Ensure you are fully aware of the company’s short, medium and long-term goals and your territory plan aligns with these.

KEY INTERFACES

• Work with the Director of Account Management to ensure consistent performance against agreed targets
• As a member of the Derivia Intelligence Sales Team, assist others, where required, to ensure Sales targets are achieved both individually and as an organization overall
• Provide customer feedback and insight to the relevant teams regarding service and content development
• Maintain close communication with the Global Sales Team, Operations, Marketing
• Your decisions and suggestions should consider the impact on the other areas of the company and you should be aware of the impacts (both positive and negative) that it may have on those departments.

KNOWLEDGE, EXPERIENCE AND SKILLS

• 2+ Years demonstrable history of success in a subscriptions sales environment, required
• Exceptional prospecting & closing skills, required
• Experience selling into global financial institutions, preferred
• Knowledge of financial services markets, required
• Knowledge of derivatives, preferred
• Experience of using Salesforce
• Pipeline building, management & forecasting
• Skilled user of MEDDPICC, MEDDICC, Challenger, SPIN or other B2B sales methodology

ATTRIBUTES

• Self-driven, results-oriented individual, with a positive outlook
• Customer mind-set
• Adaptable and relishes new challenges
• A natural forward planner who critically assesses own performance
• Maintain a strong focus on growth
• Ambitious for the team, business and set the tone for working at pace