Account Manager - Trading
About The Position
FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations. We are seeking a motivated Account Manager to join the Account Management team for the LiquidityBook product. As an individual contributor, you will play a pivotal role in strengthening client engagement, satisfaction, and retention, ensuring that clients derive the greatest value from LiquidityBook at FactSet.
Requirements
- 3+ years in a client service role focused on front-office trading workflows, ideally at a trading software vendor; management experience is welcome but not required.
- Familiarity with order management, execution management, and portfolio management systems (OMS/EMS/PMS) within a buy-side investment environment, with the ability to leverage these platforms to support trading workflows, portfolio construction, and operational efficiency
- Meticulous attention to detail, especially in client meeting documentation, while appreciating the broader context of client needs.
- Deep understanding of customer expectations and a passion for building long-term relationships.
- Ability to positively influence client retention by aligning product knowledge to client objectives.
- Interest or experience in sales, retention, and business growth.
- Exceptional interpersonal and relationship-building skills.
- Strong organizational and project management abilities.
- Outstanding verbal and written communication.
- Creative, resourceful problem-solver with a track record of delivering results.
- Bachelors Degree in related field
Responsibilities
- Develop and execute customer success strategies, analyze support data to identify trends, and help refine the customer journey for your assigned accounts.
- Apply targeted tactics to boost product adoption and enhance customer loyalty, directly impacting retention and reducing churn for your portfolio.
- Lead Quarterly Business Review (QBR) meetings with your LiquidityBook clients, capturing comprehensive notes and actionable feedback.
- Through QBRs, uncover specific issues, workflow enhancements, and overall product feedback, as well as recognize upsell and cross-sell opportunities (e.g., data, EMS/OMS/PMS, TCA).
- Implement process or configuration improvements tailored to individual client environments and needs.
- Act as an escalation point for your clients’ complex issues, coordinating with internal teams to deliver effective, timely solutions.
- Monitor and report on key performance indicators (KPIs) and health metrics (e.g., NPS, client satisfaction, churn reduction) for your accounts.
- Foster a feedback loop between your clients and our Front-office Product teams, supporting collaborative product development aligned to client objectives.
- Represent the Voice of the Customer in meetings, communicating client challenges and strategic feedback to FactSet.
- Cultivate strong relationships with key contacts at each client organization, reinforcing the partnership between FactSet and your clients.
Benefits
- health, life, and disability insurance
- retirement savings plans
- discounted employee stock purchase program
- paid time off for holidays, family leave, and company-wide wellness days
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
