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 will 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 Investment Banking background
Strong presentation and executive presence skills
Consultative client-facing approach
AI and Generative AI interest in finance
Nice-to-have
Entrepreneurial team culture fit
Autonomous problem-solving mindset
Cross-functional collaboration skills
Experience with fintech or SaaS platforms
Proactive continuous improvement attitude
Key Requirements
Minimum 2 years work experience in high-growth fintech/SaaS
Direct support experience for Financial Services clients
Outstanding oral, written, and presentation skills
High aptitude and willingness to learn new technologies