Enterprise Account Manager (North America)

Gresham•New York, NY

13h

About The Position

Gresham is a leading provider of enterprise data management and data automation software for financial institutions. Our solutions help organizations acquire, validate, manage, and distribute critical operational and market data to create a single trusted source of truth across the enterprise. Used by many of the world’s largest banks, asset managers, and financial institutions, Gresham’s Enterprise Data Management platforms (Opus and Prime EDM ) support complex data workflows across trading, operations, risk, and regulatory reporting environments. Our global teams across Commercial, Product, Technology, and Client Success work closely with clients to ensure they maximize the value of our solutions while adapting to evolving market and regulatory requirements. Gresham is seeking a client-focused Account Manager to join the Global Account Management (GAM) team supporting the Opus and Prime EDM product offerings. The Account Manager plays a critical role as the primary relationship owner for a portfolio of strategic enterprise clients. This individual acts as a trusted advisor to clients while representing the voice of the customer internally across product, support, technology, and sales teams. The role focuses on ensuring strong client relationships, driving product adoption, monitoring client health, and supporting successful renewals and expansion opportunities.

Requirements

8+ years of experience in a client-facing role such as Account Management, Customer Success, or Consulting.
Experience working with enterprise clients in financial services (banks, asset managers, hedge funds, or insurers).
Proven ability to build relationships with senior stakeholders and operate effectively in complex client environments.
Familiarity with enterprise software, SaaS platforms, or financial data solutions is preferred.
Strong relationship management and stakeholder engagement skills, including the ability to interact confidently with senior and executive-level client stakeholders.
Demonstrated executive presence with the ability to represent Gresham effectively in high-level client discussions.
Excellent communication and presentation abilities.
Ability to navigate challenging discussions, resolve conflicts constructively, and maintain strong working relationships with both clients and internal teams.
Strong organizational skills with the ability to manage multiple complex accounts simultaneously.
Analytical mindset with the ability to understand client workflows and business processes.
Proficiency with Microsoft Excel and PowerPoint.
Strong problem-solving and critical thinking skills.
Ability to maintain professionalism and composure in complex stakeholder situations while remaining collaborative and solution-oriented.
Ability to work independently while collaborating effectively with global teams.
Adaptable and comfortable working in a fast-moving environment.

Responsibilities

Own and develop relationships with key stakeholders across a portfolio of enterprise clients.
Act as the primary point of contact for strategic client engagement and relationship management.
Lead regular client meetings (monthly or quarterly depending on client tier) to review priorities, product updates, and roadmap alignment.
Ensure clear follow-up and tracking of action items resulting from client engagements.
Maintain a structured view of client health across assigned accounts.
Track client sentiment, operational issues, and engagement levels to determine RAG (Red / Amber / Green) relationship status.
Identify risks early and develop remediation plans with internal teams.
Develop a deep understanding of client workflows and use cases.
Identify opportunities to increase product adoption and expand usage across the organization.
Ensure clients derive measurable value from the platform.
Represent the voice of the customer within Gresham.
Provide visibility to internal teams regarding client feedback, issues, risks, and opportunities.
Work closely with Sales to support account strategy, renewals, and expansion opportunities.
Maintain awareness of contract terms, renewal timelines, and pricing structures.
Support successful client renewals and assist in identifying potential upsell or expansion opportunities.