The role involves partnering with Account Managers to drive commercial outcomes and ensure continuous alignment of account strategies
Job Summary
The role involves partnering with Account Managers to drive commercial outcomes and ensure continuous alignment of account strategies.
Candidates must leverage data-driven insights to monitor client engagement, identify growth opportunities, and detect early signs of churn risk.
The position requires building strong relationships with investment professionals across Asset Management, Investment Banking, Private Equity, and Hedge Funds.
Matching Summary
The role involves partnering with Account Managers to drive commercial outcomes and ensure continuous alignment of account strategies.
Skills & Requirements
Must-have
2+ years Financial Services experience
Asset Management or Hedge Funds exposure
Generative AI interest in finance
Consultative client engagement skills
Cross-functional product feedback
Nice-to-have
Executive presence and presentation skills
Autonomous problem-solving mindset
White glove service delivery
Entrepreneurial team culture fit
Storytelling abilities
Key Requirements
Minimum 2 years work experience in fintech/SaaS or Financial Services
High aptitude and willingness to learn
Outstanding oral, written, and presentation skills