Account Director

Trevose Partners; New York (NY); Hybrid; USD 180,000 - 240,000; Full time

Benefits offered by this job

Health coverage

Parental leave

Volunteer days

Training and development

Job summary

Trevose Partners seeks an Account Director in New York to own a portfolio of major financial institutions across North America. You will grow relationships within banks, hedge funds and trading firms and open doors through your own network.

You’ll lead strategic accounts, manage multi-stakeholder deals, and coordinate cross-functional teams to deliver on the new AI data platform. Hybrid role with three days in the NY office.

Qualifications

• 10+ years of enterprise technology sales, mostly to financial institutions.
• Established relationships at senior level across banks, asset managers, hedge funds or trading firms.
• Solid understanding of quantitative analysis, trading strategies and data problems in front/middle office.
• Experience selling data infrastructure, analytics or financial data products is a strong advantage.
• 100%+ quota attainment over multiple quarters with strong CRM/forecasting practices.

Responsibilities

• Account Growth: Build strategic accounts, expand usage of the new platform, close expansion deals.
• New Business: Open new institutions via network and outbound, convert from in-house leads.
• Executive Engagement: Run conversations with CTOs, CIOs, heads of trading and quant leadership.
• Complex Deal Management: Lead multi-stakeholder deals from discovery to close.
• Procurement and Renewals: Manage RFIs/RFPs and contract renewals on time.
• Cross-Functional Leadership: Coordinate sales, solutions, services and delivery post-signature.
• Market Insight: Report competitor activity and buyer priorities to shape roadmap.

Skills

Enterprise sales

Senior stakeholder management

CRM & forecasting

Buyer access

Product background in data

Quota attainment

Tools

CRM software

Job description

This is a senior opportunity at one of the most established names in high-performance data technology for capital markets. The firm’s core technology has been part of the trading and risk infrastructure at many of the world’s largest banks for years. It has now released a new AI platform built on that foundation and is hiring experienced sellers in New York to take it to the most important accounts in the region.

As Account Director, you’ll own a portfolio of major financial institutions in North America. You’ll grow relationships where the firm is already embedded and open doors where it isn’t. The role suits someone who already knows the people who buy data infrastructure at banks, hedge funds and trading firms, and can get a meeting with them on their own name.

Core Responsibilities:

• Account Growth: Build out strategic accounts by finding new use cases, moving long-standing customers onto the new platform and closing expansion deals across business lines.
• New Business: Open new institutions through your own network and outbound, and convert opportunities from an in-house lead generation team.
• Executive Engagement: Run conversations with CTOs, CIOs, heads of trading and quant leadership. You should be equally credible in a technical deep dive.
• Complex Deal Management: Lead multi-stakeholder deals through discovery, demo, commercial negotiation and close. Typical deal sizes are [INSERT: ACV range].
• Procurement and Renewals: Own formal RFI and RFP responses and handle contract renewals so they land on time and at the right value.
• Cross-Functional Leadership: Coordinate technical sales, solutions, professional services and delivery to keep customers successful after signature.
• Market Insight: Report back on competitor activity and buyer priorities to shape the product roadmap and positioning.

Performance Expectations:

• Forecasting: Keep an accurate forecast and enough pipeline to hit target at all times, with regular reporting to senior leadership.
• Account Planning: Maintain clear plans for each strategic account, mapping stakeholders, budget cycles and expansion paths.

Ideal Candidate Profile:

• Experience: 10+ years of enterprise technology sales, most of it to financial institutions, with significant time spent managing and growing large accounts.
• Buyer Access: Established relationships at senior level across banks, asset managers, hedge funds or trading firms.
• Market Knowledge: Solid understanding of quantitative analysis, trading strategies and the data problems front and middle office teams deal with every day.
• Product Background: Experience selling data infrastructure, analytics or financial data products is a strong advantage.
• Track Record: 100%+ quota attainment over multiple quarters, with the numbers to back it up.
• Sales Discipline: Full-cycle ownership of complex technology sales and strong CRM and forecasting habits.

Why This Role?

The platform is already running inside the institutions you’ll be calling on, so you start with credibility most sellers have to build from scratch. The challenge is turning a well-established infrastructure relationship into a broader strategic one with buyers who are technical, demanding and spoilt for choice. This is a high-visibility seat with direct exposure to senior leadership. The role is hybrid, with 3 days a week in the New York office.

• comprehensive health coverage with Employee Assistance Programme
• enhanced parental leave
• volunteer days
• individually tailored training and development