Account Manager

First Street • New York, NY

1d • Hybrid

About The Position

First Street is seeking an Account Manager to join their Client Success team. This role focuses on managing post-onboarding relationships with enterprise clients, including asset owners and managers, financial institutions, real estate firms, and corporations. The Account Manager will ensure clients maximize value from First Street’s Enterprise Suite throughout their partnership. The position requires strong client management skills, the ability to translate climate risk data into business outcomes, and operational rigor to manage a portfolio of strategic accounts. The Account Manager will act as a trusted advisor and primary point of contact, driving adoption, identifying expansion opportunities, partnering on renewals, and relaying client feedback to internal teams. The role reports to the Director of Enterprise Solutions and collaborates with Client Success, Solutions Engineering, Account Executives, and product, climate science, and data teams.

Requirements

• 5+ years of experience in customer success, account management, or technical client services at a B2B SaaS, data, or analytics company, ideally selling into investment organizations, banks, financial services, real estate, or corporate risk functions
• Demonstrated track record of managing a portfolio of enterprise accounts, including ownership of adoption, retention, and expansion outcomes
• Strong understanding of how investors, financial institutions, and corporations make decisions, and an ability to connect data products to investment, underwriting, risk management, disclosure, and other relevant workflows
• The ability to understand and communicate complex climate science concepts to technical and non-technical stakeholders
• Excellent communication and presentation skills, with the ability to build relationships and influence decision-makers at all levels
• Strong organizational skills and the ability to manage competing priorities across multiple accounts simultaneously
• Curiosity and willingness to learn about climate change and First Street’s product offerings
• Bachelor’s degree in a relevant discipline

Nice To Haves

• Direct experience supporting clients in asset management, asset owner, banking, financial services, or real estate
• Familiarity with climate risk, ESG, or sustainability concepts, including regulatory frameworks such as TCFD and CSRD
• Proficiency with HubSpot or comparable CRM and customer success tooling
• Experience building customer-facing infrastructure (knowledge hubs, training programs, video content) that scales the CS function
• Advanced credentials such as CFA, MBA, or equivalent

Responsibilities

• Own the post-onboarding relationship for a portfolio of strategic enterprise accounts across asset owners, asset managers, banks, corporates and other clients, serving as the primary point of contact from go-live through renewal
• Build and maintain trusted relationships with day-to-day users as well as senior stakeholders across investment, risk, sustainability, underwriting, portfolio management, and other teams at client organizations
• Drive product adoption of First Street’s Enterprise Suite by understanding each customer’s specific use cases and proactively guiding them to the modules, workflows, and outputs that deliver the most value
• Lead Quarterly Business Reviews (QBRs) that surface roadmap-relevant feedback, identify expansion opportunities, quantify value delivered, and reinforce First Street’s position as a strategic partner
• Monitor account health using usage analytics, qualitative signals, and customer feedback; build mitigation plans where churn risk is identified and escalate appropriately
• Partner with account executives on renewal strategy and execution, owning the value narrative, supporting commercial conversations, and ensuring renewal readiness in advance
• Identify expansion and upsell opportunities across new features, additional user groups, and adjacent business units; collaborate with AEs to convert them
• Coordinate with solutions engineers, product managers, software engineers, and other relevant SMEs as necessary to resolve technical questions on data delivery, API integrations, methodology, and platform functionality
• Collect, prioritize, and channel client feedback into our Product, Climate Science, Economics, and Data teams to influence the roadmap
• Maintain accurate customer records, account plans, and Forecasts in HubSpot, ensuring visibility into account health, renewal risk, and pipeline
• Develop and refine scalable customer success assets including playbooks, training materials, knowledge hub content, and QBR templates with a focus on reducing time-to-value and enabling customers to self-serve where appropriate
• Travel as required to meet with customers and represent First Street at industry events

Benefits

• Competitive salary commensurate with experience
• Ownership interest in the company via Employee Stock Option Plan
• Hybrid Schedule with in-office work days on Monday, Wednesday and Thursday
• 15 vacation days
• 8 statutory company holidays
• 5 days for winter break office closure
• 10 sick days
• Healthcare monthly premium covered at 100% for employee or a significant contribution for family plans
• Vision and dental benefits with partial employee contribution
• 12 weeks of paid parental leave
• Access to One Medical, Teledoc, HealthAdvocate, Kindbody, and Talkspace
• Company 401k program
• Commuter benefits
• Life Insurance
• Tech startup environment
• Weekly team meals
• Office stocked with coffee and snacks
• Working on the world’s biggest issue with other passionate professionals

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level