North America - Account Manager

73 Strings • New York, NY

4d • Hybrid

About The Position

As an Account Manager (North America), you are the commercial and strategic owner of a portfolio of private capital clients. You will operate as a mini-General Manager for your accounts - owning strategy, commercial performance, and long-term partnership health. You carry a quota and are directly responsible for renewals, expansion ARR, and Net Revenue Retention. You will sell wide and high, build multi-threaded relationships across senior and operational stakeholders, and work closely with Customer Success, where CS leads day-to-day onboarding and usage while you lead commercial and executive strategy. Together with CS, you are jointly responsible for measurable client value realization.
Your portfolio may span different account segments - from large strategic GPs/LPs to growth and scale accounts - and you will adapt your engagement model accordingly.

Requirements

• 7+ years of experience in B2B SaaS, FinTech, or data/analytics, with a strong focus on enterprise or upper mid-market accounts.
• Proven success as a quota-carrying account manager, account director, or similar role with responsibility for renewals and expansion ARR.
• Demonstrated ability to drive Net Revenue Retention (NRR) above 120% or comparable growth metrics.
• Experience managing and growing a portfolio with $500k+ annual expansion targets.
• Proven track record leading complex commercial negotiations and multi-year agreements.
• Strong understanding of private markets (e.g., private equity, growth, venture, infrastructure, private credit) and related valuation and monitoring workflows.
• Experience leading product and value conversations with senior stakeholders, building compelling business cases, and navigating complex buying centers.
• Excellent communication, facilitation, and stakeholder management skills.
• High degree of ownership, organization, and comfort operating with autonomy.
• Proficiency with CRM and revenue tools (Salesforce or similar).

Nice To Haves

• Experience in a high-growth scale-up or category-creating SaaS environment.
• Direct experience working within private equity, venture capital, private credit, or advisory/consulting to private markets.
• Experience working across multiple time zones and large, matrixed organizations.

Responsibilities

• Own the end-to-end account strategy for each client, including value maps, power maps and multi-year expansion and retention plans.
• Tailor your engagement model by account segment, including high-touch, executive-heavy engagement for strategic accounts, focused product expansion for growth accounts, and scaled, repeatable motions for scale accounts.
• Build and maintain Quarterly Account Success Plans with clear objectives, adoption targets, and expansion plays, anticipating risks and opportunities early to avoid surprises.
• Partner with Customer Success to ensure clients receive full value from the platform: CS leads onboarding, training, day-to-day adoption, and success planning; you lead commercial strategy, executive alignment, and long-term account growth.
• Be jointly accountable with Customer Success for adoption and utilisation across modules and clear demonstration of business value to senior stakeholders.
• Take direct responsibility for expansion of usage across teams, asset classes, and workflows as a primary driver of renewal strength and commercial growth.
• Own an annual renewal and expansion quota (ARR/NRR) across your portfolio and manage this as a quota-carrying, target-owning role.
• Lead renewal cycles starting 6+ months before contract expiry, structuring renewals with built-in growth where appropriate.
• Proactively identify and qualify upsell and cross-sell opportunities using structured, enterprise-style deal practices and build and present business cases, ROI/TCO models, and value narratives to senior stakeholders.
• Maintain pricing integrity by clearly linking price to value, while delivering accurate, disciplined forecasting into Sales Leadership and RevOps.
• Sell wide and high by building multi-threaded relationships across CFO, COO, Head of Valuations, investment, operations, portfolio monitoring, data, technology, and risk functions.
• Map and manage broader influence dynamics such as auditors, valuation advisors, consultants, and LP expectations, positioning 73 Strings as a strategic partner shaping the client’s valuation and data operating model.
• Develop deep product and domain understanding to independently lead product and value conversations with senior business stakeholders, tying features and workflows to concrete outcomes such as efficiency, risk reduction, audit readiness, and LP reporting.
• Collaborate with Pre-Sales and SME teams on complex evaluations while being capable of owning advanced workflow and value discussions in most situations.
• Act as the connector between Customer Success, Sales, Product, Engineering, and Pre-Sales for your accounts, bringing structured, actionable client feedback and market insights into Product and leadership.
• Coordinate internal hypercare during critical events such as valuation cycles, audits, and large expansions, ensuring clean handoffs, clear ownership, and a unified face to the client.
• Identify and grow champions within each account across multiple teams and partner with Marketing and CS to drive case studies, webinars, reference calls, and conference or industry appearances.
• Help position 73 Strings as the reference platform for valuation and data operations in private markets.
• Run a disciplined operating cadence that includes monthly account health and pipeline reviews, quarterly business reviews with key clients, and quarterly internal AM <> CS <> Sales reviews of expansion plans and risks.
• Maintain high-quality CRM hygiene and reporting, ensuring accurate pipeline, opportunity stages, forecasts, and clear visibility on adoption, health, and renewal risk.

Benefits

• We offer a competitive, market-aligned base salary plus variable compensation tied to quota attainment, alongside a comprehensive benefits package.
• Specific compensation details will be discussed during the interview process.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees