Account Manager
isimarkets · New York
Job description
About the role
We are seeking an experienced Account Manager to manage and grow a portfolio of buy‑side clients, driving engagement, retention and revenue expansion. You will build trusted relationships with portfolio managers, quantitative analysts, investment strategists, economists, risk professionals and procurement teams.
Key responsibilities
- Own a portfolio of buy‑side client relationships as the primary commercial contact.
- Develop multi‑threaded relationships across investment, research, quantitative, risk, strategy and procurement teams.
- Identify and execute upsell and cross‑sell opportunities, expanding use cases, teams, asset classes and geographies.
- Partner with Product Sales Specialists and internal experts to develop account strategies and convert expansion opportunities.
- Act as a strategic advisor, helping clients apply ISI’s data to investment research, idea generation, portfolio positioning, risk management and performance analysis.
- Own renewals, proactively manage renewal risks and drive net revenue retention.
- Maintain accurate Salesforce records, opportunity updates and reliable revenue forecasting.
Required profile
- Proven experience in buy‑side account management, client success or relationship management within financial data, SaaS or B2B information services.
- Strong understanding of how institutional investors use data, analytics and research for investment decisions and risk management.
- Ability to navigate complex organisations, influence senior stakeholders and collaborate across Product, Sales, Client Success, Finance and Legal.
- Commercial mindset with a track record of driving retention, expansion and revenue growth.
- Excellent communication, presentation and relationship‑building skills.
Required skills
- Salesforce
- Power BI (or similar reporting tools)
- APIs, data feeds, cloud delivery models and system integrations
What we offer
- Competitive reward and commission structures with quarterly sales awards.
- Hybrid working model across global offices.
- Career growth through ongoing training and internal promotion.
- Diverse, inclusive environment with over 40 nationalities represented.
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Published 1 hour ago
Expires 1 month from now
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isimarkets
New York