Account Manager, Buy-Side

2 weeks ago

Remote, Oregon, United States CMG (Capital Markets Gateway) Full time

About us:

"Companies access the capital markets to raise money that will ultimately drive expansion, innovation, and employment growth, which is why we have built an integrated capital markets platform that will optimize the deal flow process for all market participants." Greg Ingram, CMG CEO and co-founder.

Capital Markets Gateway (CMG) is a FinTech start-up that is transforming the equity capital markets (ECM). The capital raising process is riddled with inefficiencies and operational risk. CMG is creating a digital marketplace that connects investors and underwriters via a neutral platform that delivers integrated ECM data and analytics. CMG's platform streamlines workflows and delivers information and analytics in real-time providing users with long-desired speed to market and analysis vital to decision making.

The role:

CMG is seeking a Buy-Side Account Manager to join a rapidly growing commercial team. Account Managers are responsible for hitting quota by retaining and growing their book of buyside clients.

The successful account manager develops close partnerships with all their clients and is an expert on the CMG platform with a unique focus on the equity capital markets. The account manager ensures successful platform adoption, constantly drives the value proposition of the service, proactively seeks growth opportunities, and strives to limit churn and maximize renewal uplifts. Account managers are expected to be an excellent collaborator partnering with Customer Success, Product Management, and Engineering functions.

As a leading FinTech looking to deliver innovation to the equity capital markets, CMG is transforming one of the hottest areas of Wall Street. With customer satisfaction as the pinnacle of our core values, exceptional customer support and account management is paramount to the success of both our customers and CMG.

What you will do:

· Actively retain and grow a portfolio of assigned clients to meet and surpass quarterly and annual quotas

· Drive customer engagement to establish champion users across their book of clients

· Identify customer expansion opportunities & churn risks

· Meet with clients quarterly to define client expectations and ensure CMG is providing value to their ECM process

· Develop in-depth understanding of the clients buying process and intimate knowledge of the key players involved and approval process

· Record all calls, meetings, and emails in CMG's CRM system

· Accurately forecast upcoming renewals and growth opportunities monthly

· Collaborate with CMG Customer Success team to provide top notch customer success

· Ensure renewals come in on-time and consistently with growth

· Provide product feedback, sentiment, and trends in the industry to internal teams

· Partner with Marketing to develop and deliver collateral to support growth and adoption initiatives

You have:

· At least 3+ years of prior account management and/or customer success experience, preferably within FinTech or SaaS

· Experience with data analytics & collaboration tools including Excel, MixPanel, Slack, HubSpot, and business intelligence platforms

· Highly proficient in communication and presentation skills with the ability to effectively adjust communication to the target audience (Head Trader, IT/Ops Leads, Sales Traders, etc.)

· Capital Markets experience with Investment Bank and/or Investment Management a strong advantage

· Previously managed the renewal process for assigned portfolio of accounts to hit quota

· B.S. or B.A. in Business Management, Finance, Economics, or similar study

· You have an entrepreneurial mindset and a 'can-do' attitude

Our Values

· We innovate with purpose

· We focus on outcomes vs. output

· We believe diverse and inclusive teams fuel innovation

· We are humble yet candid

· We do right by the customer

Compensation Information:

The estimated salary range for this role is US$100,000 – US$150,000 base plus commission. The successful candidate's salary will be determined by non-discriminatory factors such as skills and experience. Additionally, this role is eligible to participate in our benefits program including health, dental, vision, 401K, paid time off and our equity plan.

This employer participates in E-Verify and will provide the federal government with your Form 1-9 information to confirm you are authorized to work in the US.

CMG embraces our ongoing commitment to building a culture reflecting the people, perspectives, and passions it represents. We will accept nothing less than equity, inclusion, and belonging for all. With the only constant in life being change, we will always listen, learn, and improve for the betterment of our teams, customers, and communities. CMG is proud to be an Equal Opportunity and Affirmative Action Employer.

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