As an Account Manager on the Strategy & Ops team, you will be the primary point of contact for a portfolio of investment banks and private equity firms, guiding them from onboarding through full platform adoption and beyond. You will develop a deep understanding of each customer's workflows, goals, and challenges, and proactively connect them to the platform capabilities that create the most value. You will own renewals, manage account health, and identify and close expansion opportunities within your book of business. This is a high-ownership role for someone who thrives on building relationships with demanding, sophisticated clients and takes personal pride in their customers' success. We are entirely based in Manhattan and are in-person 4 days a week (except Fridays, which are remote).
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed