Senior Director – Account Management

This is a fully remote position, open to applicants in New York.

📋 Description

• Take ownership of and expand a portfolio of financial services clients.

• Propel account growth through upselling, cross-selling, and the adoption of new use cases.

• Identify additional teams and stakeholders, such as Coverage, IB, Corporate Banking, and Strategy.

• Establish Altrata as a key strategic partner for executive intelligence and relationship mapping.

• Align our solutions with deal origination, mandate achievements, and client engagement success.

• Lead renewal processes, pricing negotiations, and commercial discussions.

• Foster deep, multi-tiered relationships across client organizations.

• Collaborate with Client Success to promote adoption and ensure the realization of value.

• Create and implement strategic account plans.

• Keep accurate forecasts and maintain visibility over the sales pipeline.

⛳️ Requirements

• 6 or more years of experience in account management, client development, or sales within the SaaS/DaaS sector.

• A proven history of expanding current accounts and surpassing revenue goals.

• Experience with financial institutions, especially in investment banking or corporate banking.

• Demonstrated ability to manage large, complex enterprise accounts successfully.

• Strong skills in consultative and value-driven selling.

🏝️ Benefits

• Comprehensive health benefits package.

• Opportunities for professional development and career growth.

• Flexible working arrangements.

• Collaborative and dynamic work environment.