Financial Services Account Manager

3 weeks ago


New York, New York, United States With Intelligence Full time
Job Title: Financial Services Account Manager

With Intelligence, we empower teams to enhance their client relationships, streamline operations, and make data-driven decisions. As a Financial Services Account Manager, you will play a key role in shaping the future of Foliometrics in the U.S. market.

Your responsibilities will include sales development, relationship building, market insight, collaboration, and performance tracking. You will work closely with marketing, product, and customer success teams to align strategies and ensure seamless customer experiences.

Key Responsibilities:

  • Sales Development: Identify and engage prospective clients within the asset management and alternatives space.
  • Relationship Building: Foster strong relationships with clients and industry professionals.
  • Collaboration: Work closely with marketing, product, and customer success teams.

Requirements:

  • Minimum of 1 year of experience in CRM sales, preferably selling related solutions in the financial services or asset management industry.
  • Demonstrated success in meeting or exceeding sales targets and driving revenue growth.
  • Exceptional communication and relationship-building skills.

Estimated Salary: $75,000 - $87,500 per year. In addition, this role offers uncapped commission, starting from $62,500 per year. Benefits include 24 days PTO, enhanced parental leave, wellness days, matched 401k, health and dental plans, birthday day off, employee assistance program, travel loan scheme, charity days, breakfast provided in the office, and social events throughout the year.



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