Account Manager

Department: Account Management

Employment Type: Full Time

Location: Remote US

Compensation: $75,000 - $115,000 / year

Description

The Account Management team is responsible for the successful renewal and growth of CFRA’s existing clients. In addition to renewing the business in place, Account Managers should develop strong relationships with key contacts at each account, understand the goals and initiatives of each account, think strategically about ways in which CFRA can help each client achieve their goals by utilizing our products & services, and identify areas for potential account growth. Account Managers should work cooperatively with all departments at CFRA to ensure client expectations are exceeded, and account goals are met.

Key Responsibilities

THE ROLE

We are looking for an Account Manager to join our Account Management Team. The successful candidate will support the team servicing existing accounts through:

Account strategy development & execution
Relationship development
Revenue retention & growth
Cross-selling initiatives
Acting as the primary liaison between the client and internal research/product teams.

THE CANDIDATE

This role would suit a qualified individual with 3-5 years of account management or sales experience in the financial services industry in a client-facing position.

Skills, Knowledge and Expertise

Experience managing client relationships, including acting as the primary liaison between the client and internal research and/or product teams (including pitching and delivering the value proposition of latest research) to ensure the client is maximizing value.
Experience selling into existing accounts / growing a Book of Business.
Strong business leadership, organizational, time management, analytical, forward-thinking, and communication skills.
Proactive mindset.
Collaborative work ethic
Polished verbal and written communication skills
Demonstrated commitment to customer service
Facility with data analysis
Proficiency with Excel required
Familiarity with financial markets and investment research
Experience with Salesforce highly valued

EDUCATIONAL REQUIREMENTS

Bachelor's degree - financial major preferred

Benefits

Base salary $75,000–$115,000 with a variable target of approximately 15-20% of base

20 days of Vacation

8 Sick Days

1 paid volunteer day

10–11 Holidays a year

Health, Dental, & Vision Insurance

Company paid Life & Disability Insurance

401K Match

Applied

Candidate Review

Interview

Second Round Interviews