AVP, Account Management

Third Bridge Group; New York (NY); On-site; USD 140,000 - 230,000; Full time

Job summary

Third Bridge Group in New York seeks an AVP, Account Manager to lead the growth and retention of a defined US Equity client book, negotiating renewals and cross-sells.

You will manage end-to-end client lifecycle, plan territory strategy, mentor an Account Associate, and work with stakeholders to deliver strong commercial outcomes.

The role requires 3+ years B2B sales or client relationship management, a degree, and proficiency with Salesforce or similar tools.

Qualifications

• Bachelor’s degree or equivalent experience.
• 3+ years' experience in B2B client relationship management or sales in financial markets.
• Experience managing a complex, multi-product book of business.
• Quota-driven, motivated with proven results across multiple periods.
• Self-starter with autonomous daily sales activity.
• Strong leadership, communication, listening, interpersonal and presentation skills.
• Adaptable to fast-paced environments; time management and multitasking.
• Experience with Salesforce.com or similar CRM and MS Office / G-Suite.

Responsibilities

• Be accountable for achieving ambitious revenue growth across Library and Services.
• Hold renewals and cross-sales with a territory revenue quota.
• Plan monthly territory and key accounts; analyze data to inform strategy.
• Manage end-to-end client lifecycle: onboarding, usage monitoring, churn risk.
• Meet clients in person regularly to educate on value and growth opportunities.
• Mentor and supervise a dedicated Account Associate.
• Support development of junior commercial colleagues.

Skills

Client relationship management

Sales prospecting

Communication

Leadership

Time management

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce.com

Microsoft Office

G-Suite

Job description

Third Bridge is a leading global research firm established in 2007, with a team of over 1,500 employees worldwide dedicated to fueling decisions with expert insights. We accelerate and enhance decision-making for investors and business leaders by unearthing unique expert insights across multiple sectors, geographies, and topics.

For nearly 20 years, we’ve helped clients access knowledge on demand from experts, in-person and through our Library covering over 65,000 companies.

Role Overview

Third Bridge’s Account Management team is responsible for fueling the growth of the Third Bridge business through the management and expansion of our existing client accounts.

Account Managers are charged with leading the retention and growth strategies for a defined set of accounts, originating revenue expansion opportunities, minimizing client churn, and cross-selling additional products. You will actively maintain account and territory plans, defining specific action items towards achieving strategic commercial goals within a set timeframe and working with internal stakeholders to ensure objectives are achieved on a quarterly and yearly basis.

As an AVP, Account Manager, you will take full commercial responsibility for a substantial territory of Third Bridge’s US Equity clients, including larger key accounts and strategically vital relationships, leading on complex and nuanced negotiations, and consistently delivering strong commercial outcomes.

Account Managers are on the front-line of our business every day. You will spend a sizable chunk of your time travelling to and talking with senior decision makers, nurturing champion users, demonstrating our value proposition to new or less familiar users and ensuring our offering brings the maximum value across our client’s research process. You will work in lockstep with one Account Associate, who is responsible for driving day-to-day user engagement across your book of business. You will also serve as a mentor and coach to your dedicated Account Associate, helping ensure they develop their commercial skills and apply best practices.

Principle Responsibilities

In this role, you will:

• Be accountable for the achievement of ambitious revenue growth goals across Third Bridge's Library and Services business lines within your assigned book of business.
• Have full commercial responsibility for negotiating all client renewals, cross-sales and up-sales within your territory, including carrying a revenue quota for the Library and Services product.
• Engage in monthly territory and key account planning; conduct relevant data analysis to inform an ongoing account strategy; communicate and collaborate with internal and external stakeholders to fully execute on these objectives.
• Manage the end-to-end client life cycle, including but not limited to critical activities such as onboarding, monitoring usage, identifying inactive or at-risk clients, quarterly value reviews, cross-sells etc.
• Meet clients in person on a regular basis to educate them on the Third Bridge value proposition as well as to identify growth or at-risk opportunities within your book.
• Provide business priorities to a dedicated Account Associate and help hold this person accountable on a day-to-day basis.
• Effectively guide and assist in the development of junior commercial colleagues where appropriate.

Qualifications And Desirable Attributes

• Bachelor’s degree or equivalent experience
• 3+ years' experience in B2B client relationship management or sales, ideally within financial markets
• Experience managing a complex, multi-product book of business towards successful outcomes
• Highly motivated and results-driven with consistent achievement of quota(s) across multiple periods of time
• Self-starter, who can establish and organize daily sales activities working autonomously
• Strong leadership, communication, active listening, interpersonal and presentation skills
• Easily adaptable to changing, ambiguous and fast-paced environments
• Strong time management skills with the ability to multitask and prioritize workExperience with Salesforce.com or similar CRM systems, as well as Microsoft Office and/or G-Suite tools

We know that to be truly innovative, we need to have a diverse team around us. That is why Third Bridge is committed to creating an inclusive environment and is proud to be an equal opportunity employer.