Strategic Account Manager, Finance
New
P
Placer.aiFinancial services data
United States, RemoteFull-TimeManager
SalaryThe U.S. annualized pay range for this position is $125,000 - $140,000 USD. In addition, certain roles have the opportunity to earn sales-based commissions.
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Job Details
- Experience
- 5+ years selling or managing existing accounts in B2B SaaS or data, including at least 3 years selling to financial services clients
- Required Skills
- SalesforceSnowflakeRESTful APIsGoogle Workspace
Requirements
- Have a BA/BS or similar college-level education.
- Have 5+ years selling or managing existing accounts in B2B SaaS or data.
- Have at least 3 years selling to financial services clients, such as hedge funds, banks, asset managers, or private equity firms.
- Demonstrate a track record of meeting or exceeding renewal and expansion quotas with large, complex enterprise accounts.
- Understand the alternative data landscape and how buy-side and sell-side firms evaluate, procure, and use data.
- Be comfortable discussing data methodology, coverage, and delivery, including Snowflake, S3, and APIs, with technical and quantitative audiences.
- Have experience negotiating and closing six- and seven-figure, multi-year agreements.
- Have advanced experience with Salesforce or a similar CRM.
- Have experience with G-Suite, including Gmail, Google Slides, and Sheets.
- Be willing to travel up to 30% of the time for client meetings and conferences.
- An established network across hedge funds, banks, and private equity firms is a strong plus.
Responsibilities
- Own a book of strategic financial services accounts and manage renewal and expansion revenue.
- Coordinate Customer Success, Solutions Engineering, and Product to support account satisfaction and growth.
- Build relationships with portfolio managers, analysts, data teams, quant researchers, procurement, and compliance.
- Identify how clients can use Placer data in investment processes, including earnings previews, sector coverage, deal diligence, and portfolio monitoring.
- Expand accounts into new desks, strategies, funds, and portfolio companies, and cross-sell products and delivery methods.
- Partner with Solutions Engineering on data trials, backtests, and evaluations.
- Manage data diligence questionnaires, compliance reviews, and vendor onboarding.
- Negotiate contracts and multi-year agreements.
- Prioritize accounts, identify expansion opportunities, and forecast renewals and expansion.
- Share financial services customer feedback with Product and Marketing.
- Represent Placer at industry conferences and investor events.
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