Strategic Account Manager, Finance

placerlabs; États-Unis; Sur place; USD 120 000 - 180 000; Plein temps

Résumé du poste

Placer.ai's Financial Services team partners with top hedge funds, banks, and private equity firms to turn location intelligence data into an investment edge. As Strategic Account Manager, Finance, you will own relationships with key clients and work with Success, Solutions Engineering, and Product to renew, upsell, and broaden multi-year agreements.

You will coordinate cross-functional teams, forecast renewals, and help shape product direction based on client feedback and market needs.

Qualifications

• BA/BS or equivalent college education.
• 5+ years selling or managing existing accounts in B2B SaaS or data.
• 3+ years selling to financial services clients.
• Proven track record of renewal and expansion quotas with enterprise accounts.
• Knowledge of data landscape and procurement processes.

Responsabilités

• Own a book of strategic financial services accounts with renewal/expansion revenue responsibility.
• Coordinate with Customer Success, Solutions Engineering, and Product to deliver value and grow revenue.
• Build deep relationships with portfolio managers, data teams, and procurement.
• Develop a point of view on how client uses data to generate alpha and manage risk.
• Drive expansion into new desks, funds, and products; lead negotiations for multi-year deals.

Connaissances

Strategic account management

B2B SaaS sales

Financial services experience

Renewals & expansions

Executive communication

Formation

BA/BS degree

Outils

Salesforce

G-Suite

Description du poste

ABOUT PLACER.AI :

Placer.ai is transforming how organizations understand the physical world. Our location analytics platform provides unprecedented visibility into locations, markets, and consumer behavior. Placer empowers thousands of customers-from Fortune 500 companies, to local governments and nonprofits- to make smarter, data-driven decisions.

What sets us apart? We've built the most advanced location intelligence platform in the market while maintaining an uncompromising commitment to privacy, proving that powerful analytics and responsible data practices can coexist.

Our growth reflects the market's demand: we reached $100M in annual recurring revenue within just 6 years of launching, achieved unicorn status with a $1B+ valuation in 2022, and continue to expand rapidly as one of North America's fastest-growing tech companies. We're creating a $100B+ market opportunity, and we're just getting started.

Named one of Forbes America's Best Startup Employers and a Deloitte Technology Fast 500 company, we're building a culture where innovation thrives, collaboration is the norm, and every team member contributes to reshaping how the world understands location.

SUMMARY :

Placer.ai's Financial Services team brings location intelligence and foot traffic data to the world's leading investors. As a Strategic Account Manager, Finance, you will own and grow relationships with our most important financial services customers: top hedge funds, global banks, and private equity firms.

You will be a trusted partner to their investment, research, and data teams, helping them turn Placer's data into an edge: tracking company performance ahead of earnings, sharpening due diligence, and monitoring portfolio companies and real estate exposure. Working closely with Customer Success, Solutions Engineering, and Product, you will renew, expand, and deepen these relationships through upsells, cross-sells, and multi-year agreements.

RESPONSIBILITIES :

• Own a book of Strategic financial services accounts, including fundamental and quantitative hedge funds, investment banks, asset managers, and private equity firms, with full responsibility for renewal and expansion revenue.
• Be the "quarterback" for each account, coordinating Customer Success, Solutions Engineering, and Product to deliver high satisfaction and growing revenue.
• Build deep, multi-threaded relationships across each firm, including portfolio managers, analysts, data strategy and alternative data teams, quant researchers, procurement, and compliance.
• Develop a strong point of view on how each client can generate alpha and manage risk with Placer data, tied directly to their investment process (earnings previews, sector coverage, deal diligence, portfolio monitoring).
• Drive expansion into new desks, strategies, funds, and portfolio companies, and cross-sell new products and delivery methods, including data feeds, API access, and Placer's AI capabilities.
• Partner with Solutions Engineering on data trials, backtests, and evaluations that prove the value of Placer data against client signals and benchmarks.
• Navigate the alternative data buying process, including data diligence questionnaires, compliance reviews, and vendor onboarding.
• Lead win/win negotiations that maximize contract value and drive multi-year agreements while protecting and strengthening the customer relationship.
• Segment and prioritize your book to focus resources on the highest-value opportunities, and uncover whitespace within existing relationships.
• Accurately forecast renewals and expansion, provide regular updates to leadership, and escalating risk early.
• Bring the voice of the financial services customer back to Product and Marketing to shape the roadmap, datasets, and go-to-market strategy.
• Represent Placer at industry conferences and investor events, and help build Placer's brand in the alternative data community.

REQUIREMENTS :

• BA/BS or similar college-level education.
• 5+ years selling or managing existing accounts in B2B SaaS or data, including at least 3 years selling to financial services clients (hedge funds, banks, asset managers, or private equity).
• Proven track record of meeting or exceeding renewal and expansion quotas with large, complex enterprise accounts.
• Strong understanding of the alternative data landscape and how buy-side and sell-side firms evaluate, procure, and use data in their investment process.
• Comfort discussing data methodology, coverage, and delivery (e.g., Snowflake, S3, API) with technical and quantitative audiences.
• Expert negotiator with experience closing six- and seven-figure, multi-year agreements.
• Excellent communication skills and executive presence; able to engage credibly with portfolio managers, heads of data, and senior leadership.
• Advanced understanding of Salesforce or a similar CRM, and experience with G-Suite (Gmail, Google Slides, Sheets, etc.).
• A positive attitude, a selfless approach to teamwork, and a proven 'problem solver'