Key Account Management (B2B)

Third Bridge Group; Mumbai; Hybrid; INR 600,000 - 900,000; Full time

Benefits offered by this job

Competitive salary

18 days paid time off

Private medical insurance

Learning and development reimbursement

Work-from-anywhere policy

Games in breakout area

Recognition and rewards program

Fringe benefits

Job summary

A leading investment research firm in Mumbai is seeking an Account Management Associate to engage with clients and enhance service delivery. You will build relationships, support account managers in renewal processes, and drive client engagement through effective communication. The ideal candidate has a Bachelor's degree and 2-4 years of relevant experience, demonstrating strong communication and interpersonal skills. This role offers competitive compensation and flexible hybrid working options.

Qualifications

• 2 to 4 years of account management or client support experience.
• Experience in a similar industry in B2B domain is preferred.
• Track record of consistent achievement of quotas.
• Experience using internal workflows and CRM tools to track client interactions.

Responsibilities

• Support Account Managers on renewals and cross-sell opportunities.
• Engage inactive clients to increase usage of services.
• Maintain dialogue with clients to understand their needs.
• Provide training and demo sessions on how to use Third Bridge services.
• Update client data in systems to ensure tailored content delivery and service quality.
• Collaborate with legal, marketing, research, sales and product teams to fulfill client requests quickly.
• Triage inbound client questions and determine next steps with the Account Manager.

Skills

Strong communication

Active listening

Interpersonal skills

Presentation skills

Time management

Adaptability

Upselling skills

Cross-selling skills

Education

Bachelor’s degree

Tools

Salesforce.com

Microsoft Office

G-Suite tools

Job description

Company Overview

Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world’s top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and unique investor-led content with a global expert network. We serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,300+ employees located across nine offices.

Job Description

As an Account Management Associate, you’ll help your book of clients to access the full suite of research solutions Third Bridge offers. You will proactively contact investment professionals and/or consultants within our client base on a day-to-day basis, building rapport and credibility to drive end-users towards our services.

With training and support from your close-knit team, you’ll gain a deep understanding of our products, our clients’ preferences and needs, and ensure they can access the most relevant investment research when they need it most. With a ‘helping not selling’ approach, you’ll drive account growth by identifying relevant content or connecting them to industry experts to optimise their usage and increase our mindshare.

You’ll keep our systems up to date with client user preferences and other pertinent account data to help you and the wider team deliver a tailored content delivery service.

In this role, you will:

• Support Account Managers on renewals and cross‑sell opportunities by working closely with them to execute on territory and account plans to achieve strategic goals.
• Identify and engage inactive or potentially new users across priority accounts and to increase utilisation of Third Bridge offerings.
• Maintain constant dialogue with clients to understand their research processes and gather feedback on Third Bridge’s services.
• Support clients by offering training and demo sessions on how to use Third Bridge’s services.
• Maintain and update team structures, client user preferences, client investment coverage sectors and geographies, and pertinent account and contact data in our systems, ensuring tailored content and service delivery to exceed client expectations.
• Collaborate with internal stakeholders – legal, marketing, research, sales and product teams, to ensure client requests are executed quickly and effectively.
• Address and/or triage inbound client questions and requests; assess solutions and next steps alongside the Account Manager and execute the agreed approach.

Qualifications

• Bachelor’s degree.
• 2 to 4 years of account management and/or client support experience, preferably in a similar industry in B2B domain.
• Strong communication, active listening, interpersonal and presentation skills.
• Has remarkable upselling, cross‑selling & farming experience with existing client accounts.
• Well honed skills to build trusted working relationships with key contacts in your clients.
• Highly motivated with a track record of consistent achievement of quota(s) for at least 1 year.
• Effectively leverages internal resources, tools and systems daily.
• Experience applying industry and product knowledge in written and verbal client communications.
• Successful past adoption and effective use of internal workflows, processes and technologies to accomplish work objectives.
• Portrays sales drive, intellectual curiosity and a passion for learning.
• Easily adaptable to changing, ambiguous and fast‑paced environments.
• Strong time management skills with the ability to multitask and prioritise work.
• Familiarity with Salesforce.com as well as Microsoft Office and G‑Suite tools.

Additional Information

How will you be rewarded?

• Competitive Compensation: Enjoy a competitive salary reflective of your skills and experience.
• Time Off: Benefit from 18 days of paid time off (PTO), 8 fixed holidays, 1 floating holiday, and 8 casual leaves. PTO increases with tenure.
• Learning & Development: Receive a personal development reimbursement yearly for customised learning programs. Additionally, a dedicated budget supports studies and job‑related qualifications.
• Health & Well‑being: Access private medical insurance, maternity benefits, and engage in various events promoting mental health.
• Life Cover: Automatically enrolled in Life Insurance cover from your date of hire, providing coverage 4x the annual CTC.
• Flexibility: Embrace our work‑from‑anywhere policy, hybrid work options, and enjoy "Winter Fridays."
• Fun at Work: Unwind in our breakout area with games like foosball, Table Tennis, and PlayStation5.
• Recognition & Rewards: Earn points through our colleague‑to‑colleague recognition program, redeemable for hotels, gift cards, charity donations, and more.
• Snacks & Refreshments: Stay energised with daily snacks, tea, and coffee provided.
• CSR Days: Contribute to social responsibility with 2 CSR days annually – take time off to volunteer.
• Equal Opportunity Employer: Third Bridge is proud to foster diversity and inclusion. All qualified applicants will be considered without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local laws.

The successful candidate must, by the start of the employment, have permission to work in the country they are applying.

We know that to be truly innovative, we need to have a diverse team around us. That is why Third Bridge is committed to creating an inclusive environment and is proud to be an equal opportunity employer. If you are not 100% sure if you are right for the role, please apply anyway and we will be happy to consider your application.