Account Manager

Gresham•New York, NY

About The Position

We are looking for a commercially minded and client-focused Account Manager to join our Data Solutions & Reconciliation team. In this role, you will be responsible for managing and growing a portfolio of existing clients, driving contract renewals, and identifying upsell opportunities arising from volume breaches and usage cap expansions. You will be the primary commercial relationship owner for your accounts, working closely with internal product, technical, and customer success teams to deliver outstanding client outcomes and maximize revenue retention and growth.

Requirements

Proven experience in account management or a similar commercial role within a B2B SaaS or financial technology environment.
Demonstrable track record of managing contract renewals and consistently meeting or exceeding revenue retention targets.
Experience identifying and closing upsell opportunities within an existing customer base.
Strong understanding of subscription-based commercial models, including usage-based pricing, volume tiers, and overage mechanisms.
Excellent relationship management and communication skills, with the ability to engage credibly at all levels including C-suite.
Highly organized with strong commercial acumen and the ability to manage a pipeline of concurrent opportunities.
Proficiency in CRM platforms (e.g. Salesforce) and comfort working with data to track account health and usage metrics.

Nice To Haves

Background in financial services, capital markets, or fintech, with familiarity with data reconciliation, reference data, or post-trade operations.
Understanding of data management concepts such as data quality, data lineage, or regulatory reporting.
Experience working with complex, multi-stakeholder enterprise accounts.
Exposure to usage-triggered commercial conversations, such as volume breach notifications or capacity planning.

Responsibilities

Manage the full renewal lifecycle for an assigned portfolio of accounts within the Data Solutions & Reconciliation product suite.
Proactively engage clients ahead of contract expiry to negotiate and close renewals, minimizing churn and ensuring continuity of service.
Develop tailored renewal strategies that reflect each client's usage patterns, commercial objectives, and strategic priorities.
Maintain accurate pipeline forecasting and renewal tracking within the CRM system.
Identify and act on upsell opportunities triggered by client volume breaches, usage cap overruns, and evolving data processing needs.
Work collaboratively with the customer success and technical teams to present appropriate commercial solutions when clients exceed contracted thresholds.
Position additional modules, capacity increases, and enhanced service tiers to clients in a consultative and value-driven manner.
Build compelling business cases and ROI analyses to support upsell conversations with senior stakeholders.
Serve as the primary commercial point of contact for clients, building deep, trust-based relationships at multiple levels within each account.
Conduct regular business reviews to understand evolving client needs, demonstrate product value, and identify risk or growth signals early.
Collaborate with internal stakeholders including product management, professional services, and support to advocate for client needs and resolve escalations.
Maintain up-to-date account plans, stakeholder maps, and opportunity records within CRM.
Develop a thorough understanding of Gresham's Data Solutions & Reconciliation product portfolio and the competitive landscape.
Stay informed of regulatory and operational trends in financial services data management to anticipate client needs.
Provide market and client feedback to product and commercial teams to inform roadmap and pricing decisions.