Install Base Growth & Retention Manager

Comply; New York (NY); On-site; USD 60,000 - 70,000; Full time

Job summary

Comply in New York, NY is seeking an Install Base Account Manager to grow and retain a portfolio of existing clients through expansion, cross-sell, and trusted partnership. You’ll own a book of existing Comply customers and drive expansion revenue while maintaining healthy renewals.

You will map whitespace, run solution-focused conversations across stakeholders up to the C-suite, and manage pipeline in Gong and Salesforce, representing Comply at client meetings and industry events.

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 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 related field, or equivalent experience.

Responsibilities

• Own a book of existing accounts, accountable for net revenue retention, gross retention, and expansion.
• Build account plans mapping footprint, unadopted modules/users (whitespace), and expansion paths.
• Run solution-oriented conversations and extend into adjacent business units and use cases once value is proven.
• Work across 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

4+ years sales/account mgmt

Expansion/retention targets

Regulatory knowledge

Business value translation

Organization/self-motivation

Education

Bachelor's degree in business/finance

Tools

Salesforce

Gong

Gainsight/Catalyst

Job description

Comply in New York, NY is seeking an Install Base Account Manager to grow and retain a portfolio of existing clients through expansion, cross-sell, and trusted partnership. You’ll own a book of existing Comply customers and drive expansion revenue while maintaining healthy renewals.

You will map whitespace, run solution-focused conversations across stakeholders up to the C-suite, and manage pipeline in Gong and Salesforce, representing Comply at client meetings and industry events.