- Own a defined portfolio of strategic hedge fund and institutional accounts, including full renewal and expansion quota responsibility.
- Drive usage, adoption, and multi-team penetration across existing subscriptions; map white space and execute structured expansion plans.
- Identify and close upsell and cross-sell opportunities through consistent engagement with senior stakeholders across investment and data functions.
- Lead contract renewals and pricing negotiations, managing objections and competitive pressures effectively.
- Maintain accurate pipeline, renewal, and forecast tracking in Salesforce with disciplined cadence.
- Conduct regular on/offsite client meetings and executive updates, bringing in internal leadership and product experts when required.
- Relay client feedback to inform product, pricing, and commercial strategy.
- Partner across internal teams to ensure seamless onboarding and long-term client satisfaction.
SalesforceMicrosoft Excel