Global Account Manager – AI-Driven Fintech & Client Success

MDOTM; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

MDOTM in New York seeks a proactive Account Manager to own end-to-end client relationships, onboarding, and ongoing engagement. You will collaborate with Operations, Product, and Business Development to translate client needs into scalable solutions.

You’ll monitor usage, define success metrics, and deliver tailored presentations to support retention and commercial opportunities, while acting as the client voice for internal improvements and cross-functional collaboration.

Qualifications

• Bachelor’s or Master’s degree in Economics, Business Administration, Management, or related fields.
• Proven ability to manage client relationships in a B2B or institutional environment (fintech/financial services/investment management space is a strong plus)
• Strong communication skills, with the ability to translate complex or technical concepts into clear, actionable insights
• Ability to connect client needs with product solutions, translating requirements into concrete developments
• Interest in financial markets and quantitative solutions is a plus
• Strong time management skills and a highly analytical mindset
• Proficiency with Microsoft Office applications
• Proactive, ownership-driven mindset with the ability to operate autonomously and contribute to continuous improvement

Responsibilities

• Own end-to-end client relationships, acting as the primary point of contact and trusted partner throughout onboarding and ongoing engagement
• Lead and continuously improve onboarding and training processes, ensuring clients fully adopt and effectively use MDOTM’s solutions
• Monitor client engagement, usage, and performance, proactively identifying risks and opportunities to enhance the client experience
• Drive client success by defining clear success metrics, tracking progress, and ensuring clients achieve their desired outcomes
• Deliver high-quality, tailored presentations and insights, supporting both existing client relationships and commercial opportunities
• Act as the voice of the client internally, translating feedback into actionable improvements and collaborating with Product to refine solutions and processes
• Identify and support opportunities for account growth, retention, and increased product adoption
• Take ownership of initiatives to improve client experience, processes, and product evolution, contributing proactively to company objectives

Skills

Client relationships

Communication skills

Product knowledge

Financial markets interest

Time management

Autonomy/ownership

Microsoft Office

Education

Bachelor’s or Master’s degree in Economics, Business Admin, Management, or related field

Tools

Microsoft Office

Job description

MDOTM in New York seeks a proactive Account Manager to own end-to-end client relationships, onboarding, and ongoing engagement. You will collaborate with Operations, Product, and Business Development to translate client needs into scalable solutions.

You’ll monitor usage, define success metrics, and deliver tailored presentations to support retention and commercial opportunities, while acting as the client voice for internal improvements and cross-functional collaboration.