Account Manager

9fin; New York (NY); Hybrid; USD 117,000 - 143,000; Full time

Benefits offered by this job

Competitive salary

Equity

Private health insurance (Dental &

Vision

Paid sick leave

Disability Insurance

Commuter Benefit

Hybrid working

Job summary

9fin is seeking an experienced Account Manager to retain and grow relationships with a book of enterprise clients in the US market. You will drive revenue by upselling within existing accounts and expanding the client footprint, while collaborating with cross-functional teams to deliver high-quality products and services.

In this role you will manage relationships, demonstrate new features, attend industry events, and develop pricing strategies.

Qualifications

• 3+ years of relevant account management experience (Capital Markets, B2B Sales or Business Development).
• Strong knowledge of financial markets and ability to build relationships within buy-side, sell-side & advisory community.
• Track record of managing and growing a book of enterprise clients (min $1m+).
• Ability to plan and prioritize tasks with accuracy and attention to detail.
• Excellent written and verbal communication.

Responsibilities

• Managing and building strong relationships across a book of key 9fin clients.
• Driving account expansion across existing accounts, targeting 135% net retention.
• Demonstrating new features & products from the 9fin platform to clients.
• Attending relevant industry conferences and events.
• Developing pricing strategies to upsell and cross sell additional 9fin products & services.
• Engaging with senior decision makers to understand future business opportunities.
• Maintaining up to date records of client interactions via our CRM.

Skills

Account management

Relationship building

Enterprise sales

Communication skills

Strategic planning

Tools

CRM software

Job description

About 9fin

9fin is the AI platform powering global debt markets — the world’s largest asset class at over $145 trillion.

Debt markets are vast, global, and mission-critical, yet still run on fragmented data, PDFs, and manual workflows. 9fin replaces this broken infrastructure with a single platform that centralises proprietary credit data, deep analysis, and high-value workflows across global markets.

Today, 9fin powers teams at 300+ blue-chip institutions worldwide, including global banks, asset managers, private equity firms, law firms, and advisors. The business is scaling at exceptional speed, with rapid expansion in the US and best-in-class retention driven by deep workflow adoption.

We’re at a defining inflection point. With proven product-market fit and strong, global market pull, 9fin is accelerating toward becoming the category-defining platform for debt markets worldwide.

The opportunity

The Sales Team is at the forefront of building client relationships and driving revenue through enhancing clients work flow. This role focuses on retaining clients and upselling within existing accounts. There is a high degree of collaboration between other teams to execute the sales growth strategy; enhance our high quality, high functioning, great looking, easy to use products; and to produce a top tier customer experience.

This is an opportunity to join a highly motivated and driven team within an exponentially growing business, servicing the largest financial market in the world, giving you the opportunity to accelerate your Sales career.

What you’ll work on

Every day is different, but here’s an example of the kind of things you’ll work on:

• Managing and building strong relationships across a book of key 9fin clients
• Driving account expansion across existing accounts, targeting 135% net retention
• Demonstrating new features & products from the 9fin platform to clients
• Attending relevant industry conferences and events
• Developing pricing strategies to upsell and cross sell additional 9fin products & services
• Engaging with senior decision makers and influencers at existing clients to understand future business / product opportunities
• Maintaining up to date records of client interactions via our CRM

About You

This role will be a great fit if you:

• Minimum 3 years of relevant account management experience (Capital Markets, B2B Sales or Business Development)
• A strong knowledge of financial markets, and a demonstrated ability to build strong relationships within buy-side, sell-side & advisory community
• A track record of managing & growing a book of enterprise clients (min $1m+ book of business)
• Ability to plan and prioritize important tasks and work with accuracy and attention to detail
• Effective written and verbal communication skills conveying messages accurately and concisely
• Team player, but also able to work effectively alone (help is always at hand if you need though!)
• Existing relationships / network within the Leveraged Finance community would be beneficial

Our benefits

We’re a scaling start up and we enjoy sharing our success, when the company
succeeds, we always reinvest that in our people. We also offer huge amounts of responsibility, an abundance of opportunity for growth and a platform to truly excel.

Financial & Insurance

• Competitive Salary: $130,000+
• Bonus opportunities + commission
• Equity
• 401(k) (9fin pay 3%, employee contributions are uncapped)
• Private Health Insurance, with Dental and Vision
• Paid sick leave
• Disability Insurance (New York)
• Commuter Benefit

Time off

• 25 vacation days per year
• Local public holidays
• Hybrid working model, to allow you the flexibility to decide how, where and when you do your best work
• Work abroad for up to 3 months a year
• 1 month paid sabbatical after 5 years of service
• Enhanced parental leave & flexible working arrangements available

Training & Culture

• Professional learning and development budget
• AI experimentation budget of $1,000 per employee to trial AI tools
• Bi-annual team socials
• Summer and Winter company social events

A note from the hiring manager

“We’re at a real inflection point, the US business has grown exponentially since launching in early 2023, quickly becoming the most favored tool in the space. We’ve built a great culture and are looking to expand the US team in the coming months. Any individual who buys into our mission, shares our values and isn’t afraid to learn quickly has a place at 9fin”.

— Oliver Cardozo, Head of US Sales

9fin is an equal opportunities employer

At 9fin we are dedicated to building and promoting a fair and inclusive workplace where everyone can reach their full potential and truly belong. We recognize that building diverse teams enables a more creative and productive environment. If you’re excited about this role but your experience doesn’t perfectly align with the job description, we encourage you to apply anyway. You might just be who we’re looking for — either for this role, or perhaps another.