Expansion & Retention Account Manager

Comply; New York (NY); On-site; USD 60,000 - 170,000; Full time

Job summary

Comply is seeking an Install Base Account Manager to grow and retain a portfolio of existing clients across the financial services landscape. You’ll own a book of Comply customers and drive expansion revenue through cross-sell and upsell while maintaining healthy renewals.

You’ll map whitespace, run solution-oriented conversations, and coordinate from the compliance officer to the C-suite to build business cases for more adoption.

Qualifications

• 4+ years of sales or account management in financial services, SaaS, or fintech.
• Track record of meeting or exceeding expansion/retention targets.
• Working knowledge of the regulatory/compliance landscape for investment advisers, hedge funds, PE, and other institutions.
• Ability to translate a complex solution set into business value.
• Proficiency with Salesforce and Gong.
• Excellent organization, self-motivation, and comfort with ambiguity.
• Bachelor’s degree in business, finance, or a related field, or equivalent experience.

Responsibilities

• Own a book of existing accounts, accountable for net revenue retention, gross retention, and expansion.
• Build account plans that map current footprint, unadopted modules/users (whitespace), and clear expansion paths.
• Run solution-oriented conversations and extend into adjacent business units and use cases once value is proven.
• Work across various stakeholders, from compliance officers to the C-suite.
• Maintain accurate pipeline and forecasts in Gong and Salesforce, using product-usage signals to time expansion.
• Represent Comply at client meetings, industry seminars, and internal sales events.

Skills

Sales experience

Account management

Regulatory knowledge

Business value translation

Salesforce & Gong proficiency

Organization & motivation

Education

Bachelor’s degree in business, finance, or related field

Job description

Comply is seeking an Install Base Account Manager to grow and retain a portfolio of existing clients across the financial services landscape. You’ll own a book of Comply customers and drive expansion revenue through cross-sell and upsell while maintaining healthy renewals.

You’ll map whitespace, run solution-oriented conversations, and coordinate from the compliance officer to the C-suite to build business cases for more adoption.