Account Manager

Datos Insight's; United States; On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Base salary

Incentives

401(k) with employer match

Flexible time off

Full medical, dental, and vision benefits

Job summary

A consulting and advisory firm is seeking an experienced Account Manager to work in a dynamic environment. You will manage existing accounts and drive growth through customer engagement and sales cycles. The ideal candidate has 5-10 years of experience in B2B business development, particularly in the wealth management sector. Strong communication and project management skills are required. This role offers a competitive compensation package including base salary, bonuses, and benefits.

Qualifications

• 5-10 years of B2B business development and client management experience.
• Experience in wealth management or financial services industry is a strong plus.
• Proven track record of growth and overachievement on goals.

Responsibilities

• Manage and renew contracts for approximately 40 accounts.
• Prospect new clients and opportunities to generate revenue.
• Maintain accurate records of sales and account management activity.

Skills

B2B business development

Client management

Communication skills

Project management

Salesforce.com proficiency

Education

Bachelor's degree

Tools

Salesforce.com

PowerPoint

Excel

Job description

Datos Insights is seeking an Account Manager to join our growing Sales & Client Service team and work closely with our financial services institutional clients, initially supporting our wealth management clients. As an Account Manager, you will help grow Datos Insights’ wealth management business by retaining and expanding scope with existing clients, coordinating client service activities, and growing the wealth management client base with net-new accounts.

The ideal candidate has a zeal for creating high engagement and finding growth! Strong sales process habits, intellectual curiosity and joy in balancing autonomy and group work are all great predictors of success at Datos Insights.

Datos Insights is an insights and advisory firm providing mission-critical insights on technology, regulations, strategy, and operations to banks, insurers, payments providers, and investment firms—as well as the technology and service providers that support them.

Comprising former senior technology, strategy, and operations executives as well as experienced researchers and consultants, our experts provide actionable advice to our client base, leveraging deep insights developed via our extensive network of clients and other industry contacts.

• Manage and renew contracts – approximately 40 accounts
• Prospect potential new clients and opportunities. Run sales cycles to generate new subscription and consulting revenue, as well as market sizing/share report sales
• Achieve activity targets for new sales interactions and client lifecycle touchpoints
• Create and facilitate broad and deep client and prospect engagement. Create and maintain engagement plans and promote new services, including research
  • Onboard new clients and ensure they are set up for success with a calendar of regular engagement
  • Analyze engagement and usage information to minimize retention risk and promote new growth opportunities
  • Plan and participate in client calls and meetings, add notes to the CRM, and coordinate follow up on any action items. Create and edit presentations, spreadsheets, reports, and meeting materials, as needed
• Maintain accurate records of sales and account management activity, forecasting data, and client data in the CRM
• Run crisp business management practices. Participate in a cadence of forecasting and account planning on a monthly/quarterly/annual basis. Prepare for and participate in internal account management calls to apprise management of client status

Desired experience and capabilities include:

• Unwavering goal attachment – Track record of growth and overachievement on goals or quotas is a must-have
• 5-10 years of B2B business development and client management
• Experience in the wealth management (or broader financial services) industry, selling to Finance or other senior executives, and a subscription-based sales model are a strong plus
• The ability to engage and communicate with C-level and senior leadership within client organizations
• Outstanding written and oral communication skills
• Strong project management and organizational skills
• Proficiency with Salesforce.com, PowerPoint, and Excel
• English fluency, a bachelor’s degree and a willingness to travel up to 20% of the time

Datos Insights is committed to offering a rewarding professional environment. The compensation package includes base salary, incentives, 401(k) with an employer match, flexible time off, and full medical, dental, and vision benefits.

Datos Insights is an equal-opportunity employer. Datos Insights will never contact you from a domain other than @datos-insights.com, @aite.com, @novarica.com, or @aite-novarica.com.