Enterprise Account Manager (US - Remote)

Allocator

16h • Remote

About The Position

Allocator is a data platform designed for institutional limited partners, including endowments, foundations, pension funds, family offices, sovereign wealth funds, private banks, and funds of funds. It helps asset allocators replace spreadsheets and manual research with a consolidated data set covering accounting, performance, and transparency across alternative investments, including hedge funds and private capital funds.

The Enterprise Account Manager owns a portfolio of existing institutional clients after their first year on the platform, with responsibility for retaining and growing those relationships. The role works with senior client stakeholders—including COOs, CFOs, Heads of Data, and investment teams—and identifies and closes account expansions across products, services, portfolios, and use cases. The position also leads renewals, business reviews, and account-health management, while partnering with Customer Success, Data, Product, and GTM leadership.

This is a fully remote role as Allocator establishes its US presence. Clients are located across North America, EMEA, and APAC, and regular travel to client sites is part of the role.

Requirements

• At least 3 years of experience as an Account Manager owning a book of existing enterprise clients, with a track record of retaining and growing accounts against a number.
• Experience managing clients spending between $250,000 and $1 million per year and negotiating renewals and expansions at that scale with procurement, legal, and finance stakeholders.
• Strong knowledge of the buy-side, including private markets, hedge funds, capital markets, and institutional investors' operations.
• Demonstrated success finding, prospecting, and closing new products or services within existing accounts, beyond renewing contracts.
• Strong commercial and business-case skills, including the ability to quantify client value and use it to grow accounts.
• A builder's mindset and willingness to shape account management processes and help establish Allocator's early presence in the US market.

Nice To Haves

• Direct experience working with institutional LPs, such as funds of funds, secondaries funds, pension funds, endowments, or similar allocators.
• Experience with data, analytics, or portfolio-management software sold to the buy-side.
• Familiarity with secondaries, fund-of-funds structures, or private-markets reporting workflows.

Responsibilities

• Own client relationships as the senior, trusted point of contact, building coverage across COO, CFO, data, and investment teams.
• Secure renewals by starting the process six months in advance and managing value reviews, stakeholder mapping, commercial proposals, negotiations, and signatures.
• Grow accounts by expanding use of existing services and selling additional products and services, from identifying and prospecting opportunities through closing.
• Lead regular business reviews with client stakeholders, presenting usage, data coverage, and delivered value and identifying potential expansion opportunities.
• Monitor account health, identify risks such as low usage, data-quality issues, champion changes, and competitor activity, and execute save plans.
• Take over accounts from the new-business team and partner with Customer Success and Data to keep delivery on track.
• Share product gaps, expansion signals, and competitive intelligence with Product and GTM leadership.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed