Account Manager, Sell-Side

Capital Markets Gateway; New York (NY); Hybrid; USD 150,000 - 200,000; Full time

Benefits offered by this job

Hybrid work environment

Equity

401k company match

Unlimited PTO

Education reimbursement

Continuous learning opportunities

Life insurance

Parental leave

Job summary

Capital Markets Gateway LLC (CMG) is hiring a Sell-Side Account Manager to join a rapidly growing commercial team. You will retain and grow a book of sell-side clients while driving adoption of CMG’s ECM platform.

Leverage your account management and data analytics skills to hit quotas, develop client partnerships, and forecast renewals. The role emphasizes cross‑functional collaboration with Customer Success, Product, and Engineering in a hybrid work environment.

Qualifications

• At least 2+ years of account management or customer success experience in FinTech or SaaS.
• Strong data analytics and familiarity with collaboration tools (Excel, MixPanel, Slack, HubSpot).
• Excellent written and verbal communication, adaptable to ECM, Syndicate, and Cash Equities audiences.
• Capital Markets experience with banks or asset managers is a strong plus.
• Experience renewing portfolios to hit quota and maintain growth.
• Bachelor's degree in Business, Finance, Economics, or related field.

Responsibilities

• Actively retain and grow a portfolio of clients to meet quarterly and annual quotas.
• Hit new business quota for a defined territory of prospects.
• Drive customer engagement to establish champion users across clients.
• Identify expansion opportunities and churn risks; prospect daily for new business.
• Meet clients quarterly to align expectations and demonstrate CMG value.
• Record calls, meetings, and emails in CMG’s CRM; forecast renewals and growth.
• Collaborate with Customer Success, Marketing, Product, and Engineering to drive adoption.

Skills

Account management

Customer success

Data analytics

Communication

Presentation

Cross-functional collaboration

Education

Bachelor's degree in Business/Finance/Economics

Tools

Excel

MixPanel

Slack

HubSpot

BI platforms

Job description

The Company

Capital Markets Gateway LLC (CMG) is a capital markets-focused fintech transforming global equity capital markets (ECM) through data, technology, and connectivity. As the preferred source for ECM analytics and the first network connecting the buy-side and sell-side for ECM workflows, we are committed to reshaping how capital markets operate. Founded in 2017 by a team of ECM practitioners, CMG has completed three successful fundraising rounds and is backed by a group of the world’s most prestigious financial institutions. The CMG platform is currently relied upon by 25 global investment banks and 135 asset managers representing $40 trillion in AUM. For more information, please visit www.cmgx.io.

The Role

CMG is seeking a Sell-Side Account Manager to join a rapidly growing commercial team.Account Managersare responsible forhitting quota byretainingand growing their book of sell side clients.

The successful account manager develops close partnerships with all their clients and is an expert on the CMG platform with a unique focus ontheequitycapital markets. The account manager ensures successful platform adoption, constantly drives the value proposition of the service, proactively seeks growth opportunities, and strives to limit churn and maximize renewal uplifts. Account managers are expected to beexcellent collaboratorspartnering with Customer Success, Product Management, and Engineering functions.

As a leading FinTech looking to deliver innovation to the equity capital markets, CMG is transforming one of the hottest areas of Wall Street. With customer satisfaction as the pinnacle of our core values, exceptional customer support and account managementisparamount to the success of both our customers and CMG.

Responsibilities

• Actively retain and grow a portfolio of assigned clients to meet and surpass quarterly and annual quotas
• Hit a new business quota based on a set territory of prospects
• Drive customer engagement to establish champion users across a book of clients
• Identify customer expansion opportunities & churn risks
• Prospect daily for new business
• Meet with clients quarterly to define client expectations and ensure CMG is providing value to their ECM process
• Become a trusted member of the ECM community
• Develop an in-depth understanding of the clients buying process and intimate knowledge of the key players involved and approval process
• Record all calls, meetings, and emails in CMG’s CRM system
• Accurately forecast upcoming renewals and growth opportunities monthly
• Collaborate with the CMG Customer Success team to provide top-notch customer success
• Ensure renewals come in on time and consistently with growth
• Provide product feedback, sentiment, and trends in the industry to internal teams
• Partner with Marketing to develop and deliver collateral to support growth and adoption initiatives

Qualifications

• At least2+ years of prior account management and/or customer success experience, preferably within FinTech or SaaS
• Experience with data analytics & collaboration tools including Excel,MixPanel, Slack, HubSpot, and business intelligence platforms
• Highly proficient in communication and presentation skills with the ability to effectively adjust communication to the target audience (ECM, Syndicate, Cash Equities, etc.)
• Capital Markets experience with Investment Bank and/or Investment Management a strong advantage
• Previously managed the renewal process for assigned portfolio of accounts to hit quota
• B.S. or B.A. in Business Management, Finance, Economics, or similar study
• You have an entrepreneurial mindset and a ‘can-do’ attitude

Our Values

• We innovate with purpose.
• We focus on outcomes vs. output.
• We believe diverse and inclusive teams fuel innovation.
• We are humble yet candid.
• We do right by the customer.

What We Offer

• Comprehensive benefits program (Medical, Dental & Vision)
• Equity
• 401k company match
• Flexible Spending & Health Savings Account
• Unlimited PTO
• Hybrid work environment
• Education reimbursement
• Continuous learning opportunities
• Life insurance
• Employee referral bonus
• Parental leave

$150,000 - $200,000 a year

Theestimated salary range for this role is$100,000-125,000 base plus commission.The total on target earningsareexpected to range between$150,000 and $200,000.

The successful candidate’s salary will be determined by non-discriminatory factors such as skills and experience. Additionally, this role is eligible to participate in our benefits program, including health, dental, vision, 401K, paid time off, and our equity plan.

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm you are authorized to work in the U.S.

CMG embraces our ongoing commitment to building a culture reflecting the people, perspectives, and passions it represents. We will accept nothing less than equity, inclusion, and belonging for all. With the only constant in life being change, we will always listen, learn, and improve for the betterment of our teams, customers, and communities. CMG is proud to be an Equal Opportunity Employer.