Install Base Account Manager

Comply • Arlington, VA

4d

About The Position

Comply is seeking an Install Base Account Manager to grow and retain a portfolio of existing clients through account expansion, cross-selling, and trusted partnerships. The role owns a book of existing Comply customers and is accountable for retention and expansion revenue by identifying whitespace, increasing product adoption, and supporting healthy renewals. The Account Manager will build account plans, lead solution-oriented conversations, engage stakeholders from compliance officers through the C-suite, and use product-usage signals to identify expansion opportunities. The position also maintains pipeline and forecast accuracy in Gong and Salesforce and represents Comply at client meetings, industry seminars, and internal sales events.

In the first 90 days, the successful candidate is expected to know their account portfolio, build rapport with key accounts, establish a healthy expansion pipeline, and forecast accurately while tracking toward retention and expansion targets. Applicants must be authorized to work for any employer in the United States; Comply is unable to sponsor or take over sponsorship of an employment visa at this time.

Requirements

• At least 4 years of sales or account management experience in financial services, SaaS, or fintech.
• A track record of meeting or exceeding expansion and retention targets.
• Working knowledge of the regulatory and compliance landscape for investment advisers, hedge funds, private equity, and other institutions.
• Ability to translate a complex solution set into business value.
• Proficiency with Salesforce and Gong.
• Excellent organization, self-motivation, and comfort with ambiguity.
• Bachelor’s degree in business, finance, or a related field, or equivalent experience.
• Authorization to work for any employer in the United States.

Nice To Haves

• Experience with a customer success or usage-analytics platform, such as Gainsight or Catalyst, to identify expansion timing.

Responsibilities

• Own a book of existing accounts and be accountable for net revenue retention, gross retention, and expansion.
• Build account plans mapping each customer's current footprint, unadopted modules and users, and clear expansion paths.
• Lead solution-oriented conversations and extend relationships into adjacent business units and use cases once value is proven.
• Work with stakeholders ranging from compliance officers to C-suite executives.
• Maintain accurate pipeline and forecasts in Gong and Salesforce, using product-usage signals to time expansion opportunities.
• Represent Comply at client meetings, industry seminars, and internal sales events.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level