Account Manager

talentplutoNew York, NY
11d$100,000 - $250,000Hybrid

About The Position

Our partner is hiring a full-time Account Manager to join their New York team. This role will own relationships with approximately 80 customers and serve as the primary point of contact for all post-sale success, renewals, and expansions. As the business continues to scale rapidly, the Account Manager will play a crucial role in ensuring exceptional customer experience, driving product adoption, and strengthening long-term customer value. This is an outstanding opportunity to work directly with sophisticated investment professionals, influence product direction through customer insights, and contribute to a team that values fast execution, deep product knowledge, and meaningful relationship-building. You’ll thrive here if you enjoy a high-growth, high-accountability environment and take pride in delivering exceptional service.

Requirements

  • Bachelor’s degree in business, sales, marketing, or a related field.
  • Minimum 2+ years of experience managing customer relationships, ideally in SaaS or data-driven environments.
  • Strong communication skills and the ability to work with technical and non-technical stakeholders.
  • High technical acumen and ability to learn software products quickly.
  • Proven ability to operate in fast-paced, ambiguous environments with a “roll up your sleeves” mentality.
  • Excitement to work in person 4+ days per week at the New York (Flatiron) office.

Responsibilities

  • Manage the full customer lifecycle from onboarding through renewal and expansion.
  • Serve as the primary point of contact for a portfolio of ~80 accounts.
  • Drive activation, adoption, and ongoing customer success across all assigned accounts.
  • Identify upsell and expansion opportunities and lead commercial conversations.
  • Build strong relationships with investment teams and understand their workflows and needs.
  • Partner cross-functionally with product and engineering teams to relay customer insights.
  • Refine internal processes and share best practices across the broader team.
  • Maintain accurate forecasting and account health metrics.
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