Account Manager

Hazeltree; New York (NY); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Competitive salary

Health, dental, and vision insurance

401(k) with company match

Professional development opportunities

Collaborative work environment

Job summary

Hazeltree is a leading provider of treasury and data solutions for the alternative asset management industry. We seek an Account Manager, Client Success to cultivate partnerships with hedge funds and private markets, driving strategic growth and client outcomes.

You will become a trusted advisor, helping clients optimize financial performance using our platform while collaborating with internal teams to enhance solutions and services.

Qualifications

• Bachelor’s degree in Finance, Business, or a related field.
• 5+ years of experience in client success, account management, or a related role.
• Experience with hedge funds, private equity, or financial services is desirable.
• Relationship mastery: proven ability to build rapport and nurture long-term client relationships.
• Sales & growth mindset: identify opportunities and drive revenue growth through upselling and cross-selling.
• Financial acumen: strong understanding of financial products and investment management dynamics.
• Tech-savvy: comfortable with SaaS platforms and treasury technology.
• Communication skills: exceptional communication, presentation, and interpersonal skills.
• Problem-solving & proactive: identify challenges, develop solutions, and manage multiple accounts.
• Organizational excellence: highly organized, self-starter with strong time management.

Responsibilities

• Client Relationship Management: Forge deep relationships with key decision-makers at hedge funds and private market firms to maximize engagement.
• Strategic Growth & Revenue Expansion: Identify upsell and cross-sell opportunities to expand Hazeltree's footprint in existing accounts.
• Treasury & Product Expertise: Develop understanding of Hazeltree's platform and educate clients on best practices.
• Client Success & Retention: Provide training, address client needs, and drive platform adoption and satisfaction.
• Cross-Functional Collaboration: Collaborate with implementation, product, sales, and support to advocate for client needs.

Skills

Relationship mastery

Growth mindset

Financial acumen

Tech-savvy

Communication skills

Problem-solving

Organizational excellence

Education

Bachelor’s degree in Finance, Business, or related field

Tools

Salesforce

ChurnZero

Zendesk

Job description

Hazeltree is the leading provider of financial treasury and data solutions to the alternative asset management industry, including hedge funds, private equity, pension and endowment funds, and traditional asset management firms. Hazeltree’s unique data networking value proposition delivers significant performance improvements and operational efficiency for its treasury clients. The firm’s global operations are based in New York, London, and Hong Kong.

Job Overview

We are seeking a dynamic Account Manager, Client Success to join our team and cultivate lasting partnerships with our prestigious client base. This role is ideal for someone who thrives on building relationships, driving strategic growth, and ensuring client success in the world of treasury technology. As a key client champion, you will act as a trusted advisor to investment firms, helping them optimize financial performance and operations through our innovative platform.

Key Responsibilities

• Client Relationship Management: Forge deep relationships with key decision-makers at hedge funds and private market firms and understand client business objectives, challenges, and evolving needs to maximize engagement.
• Strategic Growth & Revenue Expansion: Identify upsell and cross-sell opportunities, expanding Hazeltree's footprint within existing accounts and contribute directly to revenue growth by aligning clients with solutions that enhance their financial performance.
• Treasury & Product Expertise: Develop a deep understanding of Hazeltree's platform and the intricacies of treasury management in the investment management industry and educate clients on best practices and help them fully leverage our solutions.
• Client Success & Retention: Proactively address client needs, provide expert training, and ensure seamless ongoing support and drive platform adoption and maximize customer satisfaction.
• Cross-Functional Collaboration: Work closely with internal teams (implementation, product, sales, support, etc.) to advocate for client needs and contribute to continuous solution improvements and provide insights and feedback that directly shape the evolution of our platform and services.

Qualifications

Education:

• Bachelor’s degree in Finance, Business, or a related field.

Experience:

• 5+ years of experience in client success, account management, or a related role
• Experience working with hedge funds, private equity firms, or financial services is highly desirable.
• Relationship Mastery: Proven ability to build rapport, foster trust, and nurture long-term client relationships.
• Sales & Growth Mindset: Passion for identifying opportunities and driving revenue growth through upselling and cross-selling.
• Financial Acumen: Strong understanding of financial products and investment management dynamics.
• Tech-Savvy: Comfortable with SaaS platforms and eager to deepen knowledge of treasury technology.
• Communication Skills: Exceptional communication, presentation, and interpersonal skills.
• Problem-Solving & Proactiveness: Ability to identify challenges, develop solutions, and proactively manage multiple client accounts.
• Organizational Excellence: Highly organized, self-starter with strong time management skills.

Bonus Points:

• Experience working with hedge funds or private equity firms.
• Familiarity with treasury management principles and best practices.
• Experience with CRM systems (e.g., Salesforce, ChurnZero, Zendesk).

What We Offer

• Competitive salary and performance-based bonuses.
• Comprehensive health, dental, and vision insurance plans.
• Retirement savings plan with company match.
• Opportunities for professional development and career advancement.
• A collaborative and supportive work environment.

We are unable to consider candidates who require sponsorship or visa-related support, now or in the future. Hazeltree Fund Services Inc. is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.