Strategic Account Manager, Finance

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

📋 Description

• Manage a portfolio of strategic financial services accounts, focusing on renewal and growth revenue.

• Collaborate with Customer Success, Solutions Engineering, and Product teams to ensure customer satisfaction and increase revenue.

• Establish connections with portfolio managers, analysts, data strategy and alternative data teams, quantitative researchers, procurement, and compliance personnel.

• Offer clients insights on generating alpha and mitigating risk using Placer data for earnings previews, sector analysis, deal diligence, and portfolio oversight.

• Promote expansion into new desks, strategies, funds, and portfolio companies.

• Cross-sell data feeds, API access, and the AI capabilities of Placer.

• Collaborate on data trials, backtesting, and evaluations.

• Navigate data diligence questionnaires, compliance assessments, and vendor onboarding processes.

• Lead negotiations and facilitate multi-year contracts.

• Segment and prioritize accounts while identifying untapped opportunities.

• Forecast renewals and expansions, provide updates to leadership, and address potential risks.

• Relay customer feedback to the Product and Marketing teams.

• Represent Placer at industry conferences and investor gatherings.

⛳️ Requirements

• BA/BS or a comparable level of education.

• Over 5 years of experience in selling or managing existing accounts within B2B SaaS or data sectors.

• A minimum of 3 years of experience selling to financial services clients, including hedge funds, banks, asset managers, or private equity firms.

• Documented success in meeting or surpassing renewal and expansion targets with large, complex enterprise accounts.

• Strong comprehension of the alternative data landscape and the evaluation, procurement, and utilization of data by buy-side and sell-side firms.

• Comfort in discussing data methodologies, coverage, and delivery mechanisms, including Snowflake, S3, and API.

• Experience in closing six- and seven-figure, multi-year contracts.

• Exceptional communication skills and a professional presence.

• Advanced knowledge of Salesforce or similar CRM platforms.

• Proficient with G-Suite applications, including Gmail, Google Slides, and Sheets.

• Positive attitude, a team-oriented approach, and a solutions-focused mindset.

• An established network within hedge funds, banks, and private equity firms is highly advantageous.

• Willingness to travel up to 30% of the time for client meetings and conferences.

🏝️ Benefits

• Competitive salary.

• Comprehensive benefits package.

• Fully remote work environment.

• Medical, dental, and vision insurance.

• Flexible time off policy.

• 401K plan.

• Equity awards available for certain positions.

• Sales-based commissions for eligible roles.

• Opportunity to collaborate with and learn from top-tier talent.

• Central and pivotal role at Placer.ai.