Jobless Developer
Capital Markets Gateway logo
Capital Markets Gateway

Posted 23 days ago

Open

Account Manager, Sell-Side

New York, New YorkHybridFull-time

AI Summary

Manages and grows a portfolio of sell-side clients in the equity capital markets, ensuring platform adoption, hitting renewal and new-business quotas, and collaborating with Customer Success, Product, and Engineering teams.

About this role

The Company 
Capital Markets Gateway LLC (CMG) is a capital markets-focused fintech transforming global equity capital markets (ECM) through data, technology, and connectivity. As the preferred source for ECM analytics and the first network connecting the buy-side and sell-side for ECM workflows, we are committed to reshaping how capital markets operate. Founded in 2017 by a team of ECM practitioners, CMG has completed three successful fundraising rounds and is backed by a group of the world’s most prestigious financial institutions. The CMG platform is currently relied upon by 25 global investment banks and 135 asset managers representing $40 trillion in AUM. For more information, please visit www.cmgx.io. 
The Role
CMG is seeking a Sell-Side Account Manager to join a rapidly growing commercial team. Account Managers are responsible for hitting quota by retaining and growing their book of sell side 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 excellent collaborators 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. 

Responsibilities

  • Actively retain and grow a portfolio of assigned clients to meet and surpass quarterly and annual quotas
  • Hit a new business quota based on a set territory of prospects
  • Drive customer engagement to establish champion users across a book of clients
  • Identify customer expansion opportunities & churn risks 
  • Prospect daily for new business
  • Meet with clients quarterly to define client expectations and ensure CMG is providing value to their ECM process 
  • Become a trusted member of the ECM community
  • Develop an 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 the 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

    • Qualifications

  • At least 2+ 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 (ECM, Syndicate, Cash Equities, 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. 

    • What We Offer

  • Comprehensive benefits program (Medical, Dental & Vision)  
  • Equity  
  • 401k company match  
  • Flexible Spending & Health Savings Account 
  • Unlimited PTO 
  • Hybrid work environment 
  • Education reimbursement 
  • Continuous learning opportunities 
  • Life insurance 
  • Employee referral bonus 
  • Parental leave 

    • Skills

    Business Intelligence PlatformsCRMEquity Capital MarketsExcelHubspotInvestment BankingInvestment ManagementMixpanelPipeline ManagementRenewal ManagementSales ForecastingSlack

    Explore related jobs

    More jobs at Capital Markets Gateway

    Similar Business Intelligence Platforms jobs

    Browse these categories

    CRM JobsExcel JobsHubspot JobsPipeline Management JobsSales Forecasting Jobs

    Market data for this role

    All reports →