Install Base Account Manager
About The Position
Comply is seeking an Install Base Account Manager to grow and retain a portfolio of existing clients through expansion, cross-selling, and trusted partnership. The role owns a book of existing Comply customers and is accountable for expanding revenue through cross-sell, upsell, and deeper product adoption while maintaining account health and renewals. The Account Manager identifies whitespace across accounts, leads solution-oriented conversations to uncover needs, and builds relationships with stakeholders from compliance officers to C-suite executives. The role includes managing an accurate pipeline and forecast in Gong and Salesforce, using product-usage signals to identify expansion timing, and representing Comply at client meetings, industry seminars, and internal sales events. Success in the first 90 days means developing rapport with key accounts, building a healthy expansion pipeline, and forecasting accurately while tracking toward retention and expansion targets.
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.
- Must be authorized to work for any employer in the United States; visa sponsorship or transfer is not available.
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 that map the current footprint, unadopted modules and users, whitespace, and clear expansion paths.
- Lead solution-oriented conversations and extend 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.
- Represent Comply at client meetings, industry seminars, and internal sales events.
Benefits
- Applicable bonus and benefit offerings are mentioned; specific benefits are not listed.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
