Senior Account Manager - NAM

Confluence; United States; Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Generous time-off packages

Global career development opportunities

Referral bonus scheme up to $3,000

Social events

Job summary

Confluence is seeking a Senior Sales Account Manager to own and grow a portfolio of enterprise clients within investment consulting firms across the United States. This role focuses on embedding Confluence's platform within client workflows, expanding client relationships, and driving long-term revenue growth.

The successful candidate will have experience managing enterprise client relationships and a deep understanding of portfolio analytics and financial reporting solutions.

The position offers generous benefits, including time-off packages and global career development opportunities.

Qualifications

• Experience selling into or managing investment consulting firms.
• Knowledge of financial data or performance measurement solutions.
• Proven ability to drive revenue growth across existing accounts.

Responsibilities

• Expand relationships with investment consulting firms.
• Identify opportunities for revenue growth through upsells and renewals.
• Engage with senior decision-makers in complex environments.
• Develop and execute account strategies for revenue expansion.
• Collaborate with internal teams for successful platform integration.

Skills

Experience with investment consulting firms

Knowledge of portfolio analytics

Managing enterprise client relationships

Driving revenue growth

Navigating complex client environments

Job description

Senior Sales Account Manager

Responsibly own and grow a portfolio of enterprise clients within investment consulting firms across the United States. Focus on expanding relationships by embedding Confluence’s platform within client workflows across data, reporting, and analytics.

Key Responsibilities

• Expand and sustain relationships with investment consulting firms.
• Identify opportunities to drive long‑term revenue growth through renewals, upsells, cross‑sales, and pricing initiatives.
• Engage stakeholders from analysts to senior decision‑makers in complex client environments.
• Develop and execute account strategy, pricing, and revenue expansion plans.
• Collaborate with internal teams to ensure successful integration of the platform into client workflows.

Essential Requirements

• Experience working with investment consulting firms, either selling into them, managing them as clients, or working for them directly.
• Knowledge of portfolio analytics, performance measurement, risk, or reporting solutions used by investment consultants and institutional investors.
• Experience managing enterprise client relationships within financial services.
• Proven ability to drive revenue growth across existing accounts (renewals, upsell, cross‑sell, pricing).
• Experience selling or managing platform or workflow‑based solutions, not standalone products.
• Ability to navigate complex, multi‑stakeholder client environments, from analysts to senior decision‑makers.

Desirable Requirements

• Background within an investment consulting firm.
• Experience with financial data, reporting, or analytics platforms.
• Experience selling across multiple solutions within a broader platform.
• Network within investment consulting or wider financial services.

Benefits

• Generous time‑off packages, including additional half days with each public holiday.
• Global career development opportunities.
• Social events.
• Referral bonus scheme up to $3,000 per successful referral.
• Additional benefits tailored to employees and families.

Location

United States. We offer flexible working options for all employees. Travel to locations such as Chicago, Boston, and Atlanta will be key; candidates in these locations and in the North East of the U.S. will be preferred.

Values

• Integrity – Face reality with honesty, courage and accountability.
• Imagination – Deal creatively with challenges and envision what the world could be.
• Discipline – Build good habits into reflexes which become a part of our life.
• Service – Committed to the success of others.

Pre‑Employment Screening Disclaimer

As part of our recruitment process, we carry out identity checks on all candidates. Offers of employment are conditional upon the completion of satisfactory background checks prior to the commencement of work. These checks may include verification of identity, right to work in the U.K., employment history, and other relevant pre‑employment screening. Additional checks may be required depending on the nature of the role and the jurisdiction in which the role is based or operates.