ECM Account Manager — Grow Key Clients, Hybrid & Equity

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

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.