Sell-Side ECM Account Manager - FinTech Growth

CMG (Capital Markets Gateway); New York (NY); Hybrid; USD 100,000 - 125,000; Full time

Benefits offered by this job

Comprehensive benefits

Equity

401k company match

Hybrid work environment

Education reimbursement

Continuous learning opportunities

Life insurance

Employee referral bonus

Parental leave

Job summary

Capital Markets Gateway LLC (CMG) in New York seeks a Sell-Side Account Manager to retain and grow a portfolio of sell-side clients, driving adoption of the CMG platform for ECM workflows and collaborating with success, product, and engineering teams to maximize value.

The role emphasizes proactive account management, data-driven outreach, and a customer-first approach to reduce churn and secure renewals. Strong relationship-building and quota attainment are essential.

Qualifications

• At least 2+ years of prior account management and/or customer success experience, preferably within FinTech or SaaS.
• Experience with data analytics & collaboration tools including Excel, MixPanel, Slack, HubSpot, and business intelligence platforms.
• Highly proficient in communication and presentation skills with the ability to effectively adjust communication to the target audience (ECM, Syndicate, Cash Equities, etc.).
• Capital Markets experience with Investment Bank and/or Investment Management a strong advantage.
• Previously managed the renewal process for assigned portfolio of accounts to hit quota.
• B.S. or B.A. in Business Management, Finance, Economics, or similar study.
• You have an entrepreneurial mindset and a ‘can-do’ attitude.

Responsibilities

• Actively retain and grow a portfolio of assigned clients to meet and surpass quarterly and annual quotas.
• Hit a new business quota based on a set territory of prospects.
• Drive customer engagement to establish champion users across a book of clients.
• Identify customer expansion opportunities & churn risks.
• Prospect daily for new business.
• Meet with clients quarterly to define client expectations and ensure CMG is providing value to their ECM process.
• Become a trusted member of the ECM community.
• Develop an in-depth understanding of the clients buying process and intimate knowledge of the key players involved and approval process.
• Record all calls, meetings, and emails in CMG’s CRM system.
• Accurately forecast upcoming renewals and growth opportunities monthly.
• Collaborate with the CMG Customer Success team to provide top-notch customer success.
• Ensure renewals come in on time and consistently with growth.
• Provide product feedback, sentiment, and trends in the industry to internal teams.
• Partner with Marketing to develop and deliver collateral to support growth and adoption initiatives

Skills

Data analytics

MixPanel

Slack

HubSpot

BI platforms

Excel

Communication skills

Presentation skills

Education

Bachelor's degree

Tools

Excel

MixPanel

Slack

HubSpot

BI platforms

Job description

Capital Markets Gateway LLC (CMG) in New York seeks a Sell-Side Account Manager to retain and grow a portfolio of sell-side clients, driving adoption of the CMG platform for ECM workflows and collaborating with success, product, and engineering teams to maximize value.

The role emphasizes proactive account management, data-driven outreach, and a customer-first approach to reduce churn and secure renewals. Strong relationship-building and quota attainment are essential.