Account Manager

Role Overview

• Manage the full customer lifecycle from onboarding through renewal and expansion.
• Serve as the primary point of contact for a portfolio of ~80 accounts.
• Drive activation, adoption, and ongoing customer success across all assigned accounts.
• Identify upsell and expansion opportunities and lead commercial conversations.
• Build strong relationships with investment teams and understand their workflows and needs.
• Partner cross-functionally with product and engineering teams to relay customer insights.
• Refine internal processes and share best practices across the broader team.
• Maintain accurate forecasting and account health metrics.

Requirements

• Bachelor’s degree in business, sales, marketing, or a related field.
• Minimum 2+ years of experience managing customer relationships, ideally in SaaS or data-driven environments.
• Strong communication skills and the ability to work with technical and non-technical stakeholders.
• High technical acumen and ability to learn software products quickly.
• Proven ability to operate in fast-paced, ambiguous environments with a “roll up your sleeves” mentality.
• Excitement to work in person 4+ days per week at the New York (Flatiron) office.