Our client, a top provider of Investment Management software is looking to bring on an Account Manager to help grow and expand their exiting relationships. This role is perfect for a candidate that is comfortable with software/technology, and excited by the opportunity to meet and grow client relationships.
A fast-growing financial technology firm is seeking an Account Manager to strengthen relationships with top-tier investment clients. This role focuses on client engagement, strategic growth, and helping firms optimize operations through a powerful SaaS platform.
Key Responsibilities
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Build and maintain trusted relationships with hedge funds and private market firms
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Identify upsell and cross-sell opportunities
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Provide expert guidance and support to maximize platform adoption
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Collaborate with internal teams to advocate for client needs
Qualifications
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5+ years in client success, account management, or similar roles
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Experience with hedge funds or private equity preferred
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Strong financial knowledge and SaaS fluency
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Excellent communication and problem-solving skills
What You'll Gain
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Competitive compensation with performance-based bonuses
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Opportunities for career growth and professional development
