Account Manager

Unicorn (Formerly Wiser Elite); New York (NY); Hybrid; USD 130,000 - 150,000; Full time

Benefits offered by this job

Bonus opportunities

Equity

401(k) with employer contributions

Private Health Insurance

Paid sick leave

Disability Insurance

Professional learning and development budget

Job summary

A leading FinTech firm in New York is seeking an Account Manager to manage and expand client relationships in the financial sector. The role requires a minimum of 3 years of account management experience and knowledge of financial markets. Offering a competitive salary of $130,000-$150,000 base plus commissions and equity, this hybrid position provides opportunities for growth and substantial responsibilities. Enjoy generous benefits including equity, health insurance, and 25 vacation days per year.

Qualifications

• Minimum 3 years of relevant account management experience.
• Demonstrated ability to build strong relationships within finance.
• Ability to plan, prioritize tasks, and work with attention to detail.

Responsibilities

• Manage relationships across key clients.
• Drive account expansion targeting 135% net retention.
• Engage with senior decision makers at existing clients.

Skills

Account management experience

Knowledge of financial markets

Effective communication skills

Relationship building

Team player

Tools

CRM software

Job description

Account Manager - $50m Series B FinTech - New York

Overview

Role: Account Manager

Salary: $130,000-$150,000 base ($220,000-$250,000 OTE) + Uncapped Commission + Equity

Location: New York (Hybrid 3 days in)

Our proprietary technology delivers fast and comprehensive financial, credit, legal & ESG analysis. Our clients are able to make faster, more informed decisions, win more business and most importantly, save time. Our fast growing list of clients include 9 of the top 10 Investment Banks, leading Asset Managers, Hedge Funds and Law Firms.

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 clients
• Driving account expansion across existing accounts, targeting 135% net retention
• Demonstrating new features & products from the platform to clients
• Attending relevant industry conferences and events
• Developing pricing strategies to upsell and cross sell additional 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 $2.5m+ book of business)
• Ability to plan and prioritise 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

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.

Benefits

• Bonus opportunities + commission
• Equity
• 401(k) (We pay 3%, employee contributions are uncapped)
• Private Health Insurance, with Dental and Vision
• Paid sick leave
• Disability Insurance

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