Account Manager

Isi-Emerging-Markets-Group; New York (NY); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Hybrid working

Commission structure

Job summary

ISI Markets Group is seeking an experienced Account Manager to grow a portfolio of buy-side clients and drive engagement, renewal and revenue expansion.

You will build trusted relationships with portfolio managers, analysts and procurement teams, helping clients understand how ISI’s data and analytics can support investment decisions and risk management.

Qualifications

• Proven buy-side account management or client success experience.
• Experience with financial data, SaaS or B2B information services.
• Experience with asset managers and institutional investors.
• Understanding of fund flows and macroeconomic data.
• Ability to discuss with portfolio managers and senior stakeholders.

Responsibilities

• Own a portfolio of buy-side client relationships, acting as the primary commercial contact.
• Develop trusted, multi-threaded relationships across investment, research, quantitative, risk, strategy and procurement teams.
• Identify and execute upsell and cross-sell opportunities, uncovering new use cases, teams, asset classes and geographies.
• Partner with Product Sales Specialists and internal experts to develop account strategies and convert expansion opportunities.
• Act as a strategic advisor, helping clients identify new applications for ISI's data across investment research, idea generation, portfolio positioning, risk management and performance analysis.
• Own renewals and commercial outcomes, proactively identifying renewal risks and developing strategies to protect and grow NRR.
• Lead client discovery to understand evolving data requirements, investment workflows and business priorities.
• Communicate the value and ROI of ISI's differentiated data, research and analytics solutions.
• Share client feedback, market intelligence and competitive insight with Product and commercial teams.
• Maintain accurate Salesforce records, opportunity updates and reliable revenue forecasting.

Skills

Buy-side account mgmt

Investment data usage

Institutional clients

Fund flows knowledge

Senior stakeholder discussions

Expansion opportunities

Revenue growth mindset

Communication skills

CRM & forecasting

APIs & integrations

Salesforce

English fluency

Industry knowledge

Education

Bachelor's degree

Tools

Salesforce

Kluster

Power BI

Job description

About the role

We are looking for an experienced Account Manager to manage and grow a portfolio of buy-side clients, driving engagement, retention and revenue expansion.

You will build trusted relationships with portfolio managers, quantitative analysts, investment strategists, economists, risk professionals and procurement teams, helping clients understand how ISI's market-leading data, research and intelligence can support investment decisions, risk management and market analysis.

This is a highly commercial role with a strong focus on renewal, cross-sell and account expansion. You will work closely with specialist sales, Product, Client Success and other internal teams to identify opportunities and maximise the value of our existing client relationships.

Key Responsibilities

• Own a portfolio of buy-side client relationships, acting as the primary commercial contact.
• Develop trusted, multi-threaded relationships across investment, research, quantitative, risk, strategy and procurement teams.
• Identify and execute upsell and cross-sell opportunities, uncovering new use cases, teams, asset classes and geographies.
• Partner with Product Sales Specialists and internal experts to develop account strategies and convert expansion opportunities.
• Act as a strategic advisor, helping clients identify new applications for ISI's data across investment research, idea generation, portfolio positioning, risk management and performance analysis.
• Own renewals and commercial outcomes, proactively identifying renewal risks and developing strategies to protect and grow NRR.
• Lead client discovery to understand evolving data requirements, investment workflows and business priorities.
• Communicate the value and ROI of ISI's differentiated data, research and analytics solutions.
• Share client feedback, market intelligence and competitive insight with Product and commercial teams.
• Maintain accurate Salesforce records, opportunity updates and reliable revenue forecasting.

Required Skills & Experience

You will be customer-focused, commercially driven and proactive, with the ability to take ownership of accounts from renewal through to expansion.

You will be comfortable navigating complex organisations, influencing senior stakeholders and working collaboratively across Product, Sales, Client Success, Finance and Legal. Most importantly, you will be curious about financial markets and passionate about turning differentiated data into meaningful client outcomes.

• Proven experience in buy-side account management, client success or relationship management, ideally within financial data, SaaS or B2B information services.
• Strong understanding of how buy-side investment firms use data, analytics and research to support investment decisions, portfolio construction, market analysis and risk management.
• Experience working with asset managers, hedge funds, sovereign wealth funds, pension funds or other institutional investors.
• Familiarity with fund flows, investor positioning, capital allocation, macroeconomic data or alternative datasets is highly advantageous.
• Ability to have credible commercial conversations with portfolio managers, quantitative researchers, investment strategists and senior stakeholders.
• Demonstrated ability to identify whitespace and expand relationships within large, complex financial institutions.
• Strong commercial mindset with a proven track record of driving retention, expansion and revenue growth.
• Excellent communication, presentation and relationship-building skills.
• Strong organisational and analytical skills, with experience managing CRM workflows, forecasting and renewal pipelines.
• Understanding of APIs, data feeds, cloud delivery models and system integrations.
• Experience with Salesforce, Kluster, Power BI or similar reporting tools is desirable.
• Bachelor's degree or equivalent in economics, finance, business, mathematics or a related discipline preferred.
• Fluency in English is essential; additional languages are desirable.
• Genuine interest in financial markets, investor behaviour, capital flows and macroeconomic trends.

About ISI Markets Group

ISI Markets Group is a leading provider of data, research and intelligence focused on the world's fastest-growing and highest-potential markets. We provide the intelligence and tools that inform confident strategic, investment and risk decisions for our clients worldwide.

For more information visit isimarkets.com

Working for Us

ISI Markets is an ambitious and growing group, headquartered in London, with over 750 experts across a network of 20 offices worldwide, serving customers in 70 countries. We ensure that our culture enables our people to have a meaningful and rewarding career chapter with us:

• Stronger Together: You will be part of a collaborative dynamic global sales team of 150 professionals.
• Rewarding High Performance: We offer competitive reward and commission structures as well as quarterly sales awards for our highest performers.
• Inclusive Environment: We believe our diversity is what helps us to win with over 40 nationalities represented amongst our global team.
• Innovation: We value fresh perspectives and expect our people to contribute and share their views.
• Career Growth Opportunities: We invest in our people through ongoing training and have a strong track record of promotion from within.
• Hybrid Working: We promote hybrid working in all of our offices and trust our employees to do their best work irrespective of where they are working.

Equal Opportunity

ISI Markets is an equal opportunity employer. We are committed to building an inclusive workplace and consider qualified applicants without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, veteran status or any other status protected by applicable law.