Account Manager for Financial Services

7 days ago


Atlanta, Georgia, United States Gridline Full time

We are seeking a results-driven Account Manager to join our sales team at Gridline, a dynamic and fast-paced environment. The ideal candidate will have 3-5 years of experience in sales or account management, preferably selling into RIAs (Registered Investment Advisors).


The role involves leading sales meetings, evaluating our product with prospective clients, developing strategic sales plans, building client relationships, delivering compelling sales demonstrations, managing the sales pipeline, and collaborating with cross-functional teams.


Key responsibilities include:


  • Sales Process: Lead sales meetings and evaluate our product by RIAs
  • Client Acquisition: Identify and engage with prospective clients to understand their needs and present tailored solutions surrounding their investment strategy and operations
  • Sales Strategy: Develop and execute strategic sales plans to meet or exceed revenue targets and drive business growth
  • Relationship Management: Build and maintain strong, long-lasting client relationships through regular communication, meetings, and personalized service
  • Sales Demonstrations: Prepare and deliver compelling sales demonstrations and proposals that effectively communicate the value of our products and services
  • Pipeline Management: Manage and prioritize a sales pipeline, track progress, and ensure timely follow-up on leads and opportunities
  • Collaboration: Work closely with cross-functional teams to deliver a seamless client experience

The ideal candidate should possess:


  • 3-5 years of experience in sales or account management, preferably selling into RIAs
  • Exceptional communication, negotiation, and presentation skills
  • A proven track record of achieving sales targets and closing complex deals
  • Familiarity with HubSpot, Salesloft, GSuite, Sales Nav, and Zoom Info

Estimated salary range for this position is $80,000 - $110,000 per year, depending on experience and qualifications. Gridline is an Equal Opportunity Employer and welcomes applications from qualified candidates who are passionate about what we're doing.



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