Senior Account Manager - NAM

Style Analytics; United States; On-site; USD 90,000 - 180,000; Full time

Benefits offered by this job

Time Off

Career Development

Social Events

Referral Bonus

Job summary

Confluence in the United States is seeking a Senior Sales Account Manager to own and grow a portfolio of enterprise clients in the US investment consulting space. You will embed Confluence’s platform within client workflows across data, reporting and analytics, engaging stakeholders from analysts to senior decision makers to drive long-term revenue.

The role focuses on expanding existing relationships, managing high-value accounts, and guiding pricing and renewal strategies.

Qualifications

• Experience selling to investment consulting firms or managing them as clients.
• 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.

Responsibilities

• Own and grow a portfolio of enterprise clients across the US investment consulting space.
• Embed Confluence’s platform within client workflows across data, reporting, and analytics.
• Engage stakeholders from analysts to senior decision makers to drive revenue growth.
• Develop and execute account strategies, pricing, and renewal plans to expand platform adoption.

Skills

Enterprise sales

Investment consulting

Stakeholder management

Revenue growth

Platform/workflow selling

Negotiation

Job description

Why Confluence?

At Confluence, we’ve always been driven by a commitment to innovation, precision, and partnership in the investment data space. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure to other countries and cultures. And it stands to reason that none of this would have been possible without the hundreds of hard-working employees who work at Confluence.

Location – United States

We’re hiring a Senior Sales Account Manager to own and grow a portfolio of enterprise clients across investment consulting firms in the US.

This role focuses on expanding existing relationships by embedding Confluence’s platform within client workflows across data, reporting, and analytics. You will work across complex client environments, engaging stakeholders from analysts through to senior decision makers, and identifying opportunities to drive long term revenue growth.

Why work for us

• Our platform is trusted by many of the world’s leading investment consulting firms
• You’ll manage high value, enterprise consultant relationships, not transactional accounts
• You’ll sell a platform embedded in critical client workflows, not standalone products
• You’ll work across complex stakeholder environments, from operational users to senior leaders
• You’ll have ownership of account strategy, pricing, and revenue expansion
• You’ll operate within a specialist and less saturated area of financial services, working closely with investment consultants

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

• Time Off packages including additional half days with each public holiday in your location.
• Global Career Development opportunities
• Social Events
• Referral Bonus scheme - Upto $3,000 per successful referral
• Plus many more!

More about the Location

We offer flexible working options for all employees. Travel to locations such as Chicago, Boston, and Atlanta will be key, therefore candidates in these locations and in the North East of the US 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

If you believe that this job posting is noncompliant, please email us at [e-mail].

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 UK, employment history, and other relevant pre-employment screening.
Please note that additional checks may be required depending on the nature of the role and the jurisdiction in which the role is based or operates. These may include, but are not limited to, criminal record checks or financial background checks where applicable.
As a leading global technology solutions provider to the investment management industry, Confluence helps clients solve complex investment data challenges across the front, middle and back office. Headquartered in Pittsburgh, PA, Confluence services over 1000 clients in 40 countries, with locations across Europe, North America, South Africa, Australia and Asia.