Key skills
SaaSCRMCollaborationAccount Management
About this role
Role Overview
- Manage and grow a dedicated portfolio of mid-market private capital and investment banking accounts
- Build and deepen relationships with senior leaders and executive sponsors at client firms
- Develop and execute strategic account plans that convert opportunity into measurable growth
- Lead quarterly business reviews and client check-ins to align on outcomes and priorities
- Monitor client health and act proactively to resolve friction
Requirements
- 3+ years in account management at a SaaS, technology, or subscription business
- Familiarity with private capital or broader financial services markets, preferably investment banking
- Proven ability to close expansion deals or drive renewals at the executive level
- Strong communicator with a bias for ownership, follow-through, and cross-functional collaboration
- CRM experience and willingness to travel and present to clients as needed
Benefits
- Comprehensive wellness programs
- Flexible time off programs
- Paid volunteer time off
- Donation matching program
- Reimbursement for training and continuing education