Strategic Accounts Manager, Finance & Data

placerlabs; United States; On-site; USD 120,000 - 180,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Strategic account management

B2B SaaS sales

Financial services experience

Renewals & expansions

Executive communication

Education

BA/BS degree

Tools

Salesforce

G-Suite

Job description

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.