Enterprise Account Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Manage a portfolio of established institutional clients following their initial year on the platform.

• Develop and sustain high-level relationships with COOs, CFOs, Heads of Data, and Investment teams.

• Ensure renewals by executing sales cycles six months in advance, which includes value assessment, stakeholder mapping, commercial proposals, negotiations, and contract finalization.

• Identify, target, and finalize expansion opportunities for additional products and services.

• Enhance the volume of current services and escalate account values, potentially achieving a 2–4x increase post-implementation.

• Conduct regular business reviews that focus on usage, data coverage, and delivered value.

• Recognize account risks such as usage challenges, data quality issues, changes in champions, and competitive movements.

• Implement save plans prior to renewal discussions.

• Oversee account transitions from the new business team.

• Collaborate with Customer Success and Data teams to ensure timely delivery.

• Highlight product gaps, expansion opportunities, and competitive insights to Product and GTM leadership.

• Assist in establishing Allocator's early presence in the U.S. market.

⛳️ Requirements

• A minimum of 3 years of experience as an Account Manager overseeing a portfolio of existing enterprise clients.

• Proven success in retaining and growing enterprise clients against set targets.

• Experience managing clients with annual expenditures ranging from $250k to $1m.

• Skilled in negotiating renewals and expansions with involvement from procurement, legal, and finance teams.

• In-depth understanding of the buy-side, including private markets, hedge funds, capital markets, and institutional investors.

• Demonstrated ability to identify, target, and close new products or services within existing accounts.

• Strong commercial acumen and business-case development skills, including the ability to quantify client value.

• A builder's mindset with a proactive approach to shaping account management processes.

• Preferred: Direct experience with institutional LPs, funds of funds, secondary funds, pension funds, endowments, or similar allocators.

• Preferred: Experience with data, analytics, or portfolio management software aimed at the buy-side.

• Preferred: Familiarity with secondary markets, fund-of-funds structures, or private markets reporting workflows.

🏝️ Benefits

• Fully remote position.

• Regular travel to client locations.

• Equal opportunity employer.

• A workplace that values diversity and inclusivity.