Senior Account Manager
New
D
dv01FinTech / Data
Remote - USAFull-TimeSenior
Salary120,000 - 130,000 USD per year
Apply NowOpens the employer's application page
Job Details
- Experience
- 3–5+ years
- Required Skills
- SalesforceTableauAccount ManagementCRMSaaS
Requirements
- 3–5+ years of account management, client success, or post-sales experience
- Experience in FinTech, ABS/Structured Products, Capital Markets, or a closely related field
- Track record of owning and growing high-value client relationships
- Executive presence and comfort engaging senior stakeholders
- Strong commercial instincts
- Deep product curiosity and technical aptitude
- Experience with Salesforce or similar CRM
- Comfort using analytics tools (Tableau, Metabase)
- Ability to visit clients occasionally in the NY Metro Area
Responsibilities
- Own a portfolio of high-value and strategic accounts — serve as the primary point of contact and trusted advisor for executive and operational stakeholders
- Lead contract renewals and expansions end-to-end, including negotiation, deal structuring, and coordination with Finance and Legal
- Build and execute strategic account plans with clear growth objectives, risk mitigation strategies, and multi-quarter action items
- Proactively develop and maintain C-suite and senior-level relationships
- Identify and execute cross-sell and upsell opportunities across dv01's full product suite
- Leverage user analytics and engagement data to drive product adoption
- Contribute to dv01's product feedback loop
- Collaborate cross-functionally with Sales, Support, Product, and Engineering
- Facilitate quarterly business reviews (QBRs), product demos, and training sessions
- Participate in industry conferences, client events, and trade shows
View Full Description & ApplyYou'll be redirected to the employer's site
