Install Base Account Manager

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

📋 Description

• Take ownership of and expand a portfolio of existing accounts, ensuring client satisfaction and growth.

• Actively prospect within your designated territory to establish a robust pipeline and consistently achieve revenue goals.

• Engage in compelling, solution-driven discussions that align our product and service offerings with the unique challenges faced by each client.

• Cultivate an in-depth understanding of clients' businesses to pinpoint cross-sell and upsell opportunities.

• Foster and maintain relationships with various stakeholders—from compliance officers to C-suite executives—to become a trusted, long-term partner.

• Keep an accurate pipeline and provide dependable forecasts using Gong and Salesforce CRM.

• Represent the company at client meetings, industry seminars, and internal sales events to strengthen relationships and stay updated on market trends.

⛳️ Requirements

• A minimum of 4 years of sales or account management experience in the financial services, SaaS, or fintech sectors.

• Proven track record of consistently meeting or surpassing revenue targets over an extended period.

• Familiarity with the regulatory and compliance landscape for investment advisers, hedge funds, private equity, and other financial institutions.

• Capability to rapidly learn and communicate a complex solution set, translating technical and regulatory nuances into clear business value.

• Strong organizational skills and meticulous attention to detail.

• High level of self-motivation and ability to thrive in ambiguous situations.

• Bachelor's degree in business, finance, or a related field, or equivalent professional experience.

🏝️ Benefits

• A reasonable estimate of the base salary range would be $60,000 - $70,000 plus applicable bonus/benefit offerings.