Client Executive

Rimes Technologies; New York (NY); On-site; USD 160,000 - 170,000; Full time

Benefits offered by this job

Competitive base salary

Comprehensive benefits: health, dental

Retirement plan

Job summary

Rimes Technologies is seeking a Client Executive to own and expand relationships with our largest North American accounts. You will act as the commercial owner, driving retention, renewal, and expansion while aligning client roadmaps with Rimes product capabilities.

You will engage with senior stakeholders, craft multi-year plans, and lead reviews to demonstrate value, performance, and strategic fit. A deep background in institutional investing and data governance will help you succeed.

Qualifications

• 10+ years in enterprise B2B client management for high-value accounts.
• Extensive experience in institutional investment management.
• Expert-level Salesforce and Clari for pipeline and forecast reporting.

Responsibilities

• Own 4-8 strategic North American accounts and manage senior relationships.
• Develop multi-year strategic account plans aligned to client roadmaps and Rimes capabilities.
• Identify upsell and cross-sell opportunities and manage expansion pipeline.
• Lead business reviews with strategic accounts and present performance and roadmap alignment.
• Provide structured client feedback to Product, Sales Engineering, and Professional Services.

Skills

Enterprise B2B account management

Institutional investment management

Salesforce

Clari

Consultative selling

C-suite relationship management

Data governance domain knowledge

Tools

Salesforce

Clari

Job description

Rimes provides enterprise data management solutions to the global investment community. Driven by our passion for solving the most complex data problems, we provide our clients with investment intelligence that powers more than US$75 trillion in assets under management annually. The world’s leading institutional investors, asset managers and service providers rely on Rimes to help them make better investment decisions using accurate information and industry-leading technology.

The Role

The Client Executive owns Rimes' most strategic client relationships in North America - a portfolio of approximately 4-8 of our largest and most complex enterprise accounts. This is not a support role or a service function. You are the commercial owner of these accounts: responsible for retention, renewal, expansion, and ultimately the long-term health of each relationship.

Your clients are institutional - asset managers, allocators, wealth platforms -- and they operate at a level of sophistication that demands more than account management. They expect a partner who understands their business, anticipates their needs, and brings value to every interaction. Relationships are long, contracts are complex, and trust is earned with every engagement.

You will assume responsibility of select accounts from the Sales team and own the relationship from that point forward. Your mandate is to deepen those relationships, drive same‑store growth, and ensure Rimes delivers on its commitments – consistently, at the standard our clients expect.

What You’ll Own

Account Ownership & Retention

• Own a portfolio of 4-8 strategic North American accounts, consisting of some of Rimes' largest and most complex enterprise relationships.
• Maintain and grow trusted senior relationships across each account, including C‑suite.
• Develop and maintain multi‑year strategic account plans aligned to each client's operational roadmap and Rimes' product capabilities.

Expansion & Upsell

• Identify and develop upsell and cross‑sell opportunities within the existing account base – additional data services, product modules, and expanded coverage.
• Build and manage an expansion pipeline across the portfolio with structured stage progression and forecast accuracy.

Client Engagement

• Cultivate and maintain C‑suite and senior stakeholder relationships (CFO, CTO, COO, Head of Data, Portfolio Operations) across each strategic account.
• Lead structured business reviews with each strategic account – presenting performance, roadmap alignment, and forward‑looking recommendations.
• Represent the client voice internally – bring structured feedback to Product, Sales Engineering, and Professional Services on client needs, gaps, and signals.

Pipeline & Forecast Discipline

• Maintain accurate, fully‑staged pipeline in Salesforce and Clari at all times. Expert‑level proficiency in both platforms is required.
• Deliver reliable renewal and expansion forecasts on a consistent cadence with defensible assumptions.

Cross‑Functional Collaboration

• Partner with Sales Engineering and Professional Services on expansion opportunities and ongoing client delivery.
• Provide structured input to Product on client priorities, feature requests, and competitive signals observed through account engagement.

Who You Are

Experience & Background

• 10+ years in enterprise B2B client management or account management, with a track record of retaining and growing complex, high‑value accounts.
• Extensive experience in the institutional investment management market – asset managers, hedge funds, allocators, wealth platforms, or asset servicers.
• Deep understanding of how buy‑side organizations operate, budget, govern vendor relationships, and make renewal and expansion decisions.
• Expert‑level proficiency in Salesforce and Clari for pipeline management, account health tracking, and forecast reporting.
• Strong consultative skills – able to diagnose client needs, position Rimes solutions credibly, and drive expansion.
• Domain knowledge in one or more of: financial benchmark and index data, ESG data, performance measurement, regulatory reporting, reference data management, or data governance.
• Familiarity with institutional data infrastructure and investment management operations, including front, middle, and back office workflows.

AI & Technology

• Actively leverage AI tools in account planning, meeting preparation, client communication, and research.
• Demonstrate genuine curiosity and a commitment to continuously upskilling in AI tools and workflows as they evolve.
• Apply AI‑assisted insights to strengthen client conversations and identify expansion signals across the portfolio.

How You’ll Be Measured

Performance is assessed against a defined set of commercial and relationship outcomes:

• Net Revenue Retention (NRR)
• Gross Renewal Rate
• Expansion ACV
• Pipeline coverage and forecast accuracy in Salesforce and Clari
• Account health across the portfolio

Why This Role

• Ownership of some of Rimes' most strategic North American accounts – a portfolio where the work is complex, the clients are sophisticated, and the commercial impact is direct and visible.
• Direct exposure to the NOAM CCO and senior GTM leadership, with meaningful input on account strategy, client feedback, and product direction.
• Institutional client base with long‑term relationship dynamics.
• Competitive base salary and performance‑based incentive compensation tied to the client outcomes you create.
• Comprehensive benefits package including health, dental, vision, and retirement.
• Collaborative global culture with close coordination across North America and international teams.

Base Salary Range: $160,000.00 - $170,000.00

Rimes is committed to promote the values of diversity and inclusion throughout the business. Whether it’s through recruitment, retention, career progression or training and development, we are committed to improving opportunities for people regardless of their background or circumstances.