Build trusted, high-level rapport with PE Partners, M&A Directors, and C-suite leaders.
Lead onboarding sessions with authority and product fluency.
Own the entire renewal cycle
from early risk detection and churn prevention to the final commercial negotiation.
Conduct regular strategic check-ins to uncover "second-level" needs that convert into advisory mandates or platform upsells.
Drive expansion efforts through a solution-focused approach, identifying cross-sell and up-sell opportunities across the account lifecycle.
Design and execute account-level growth strategies, utilizing data analysis to forecast trends and identify white space for the Sales team.
Act as the voice of the customer, working cross-functionally to ensure product updates and features align with the sophisticated needs of our client base.

Around or over 3-5 years of experience in account management, inside sales, customer success, or similar fields in Financial or Consulting Services, Intelligence, and/or Enterprise Saas Product.
Proven expertise in consultative/value selling and navigating complex, full-cycle sales processes, with a preference for end-to-end sales expertise.
Skilled at building rapport, cultivating trust, and maintaining strong relationships with diverse client bases.
Demonstrated success in consistently achieving or surpassing performance objectives.
Adept at leveraging data analysis to identify opportunities and forecast growth trends effectively.

Strategic Client Partner

Key skills