Location:
Boston or East/Central time zone
Compensation:
$122-129k base + Commission
This Fintech market-leading SaaS organization is on a mission to change the way the world’s top enterprises understand and grow their businesses. Their premier finance data platform helps organizations streamline operations, unlock trusted insights, and accelerate growth.
With a global headquarters in the UK and offices worldwide, they partner with clients across four continents. are building a team of passionate and ambitious individuals who love solving complex challenges. You will be joining a diverse, global community that is shaping the next generation of finance technology.
The Role
- The Client Success Team plays a crucial role in driving successful engagement with enterprise clients in the banking, finance, and subscription markets.
The
Senior Account Manager
will lead strategic management efforts for our most critical clients. This is not a passive relationship management role; it requires a commercially driven person who will take full ownership of a portfolio of enterprise clients in North America. You will be responsible for protecting revenue, delivering upsell/cross-sell, and proactively expanding into parent and sister companies within client groups.
Key Responsibilities
Commercial Ownership:
Own and deliver against annual revenue targets (renewals + expansion) across your client portfolio.
Deal Execution:
Independently negotiate and close renewals and expansions, including multi-year and enterprise-wide contracts.
Strategic Expansion:
Drive upsell and cross-sell across the full solution suite, identifying whitespace opportunities and expanding into parent companies, subsidiaries, and sister organizations.
Executive Engagement:
Lead C-suite level engagements, delivering compelling ROI-focused QBRs and positioning the company as a strategic growth partner.
Forecasting:
Accurately forecast pipeline and deliver ≥90% forecasting accuracy on renewals and expansions.
Targets & KPIs What We’re Looking For
5+ years’ experience
in enterprise SaaS Customer Success or Account Management roles.
Commercial Hunter Mindset:
Proven track record of closing renewals and expansions independently—candidates must not be reliant on a separate Sales team to close deals.
Complex Account Navigation:
Demonstrable success in expanding accounts into parent/sister companies and new business units.
Track Record:
Consistent history of achieving or exceeding commercial targets (renewals, upsells, multi-year expansions).
Executive Presence:
Confidence influencing C-level stakeholders and deep commercial acumen to link product adoption directly to business outcomes and ROI.
What We Offer We provide an environment that supports your life and career growth, along with a competitive salary and commission structure.
401(k) retirement plan with matching
Competitive vacation and paid time off
Comprehensive healthcare benefits (Medical, Dental, Vision)
Pre-tax savings accountsLife and Disability Insurance
Employee Share Purchase Scheme (Preferential terms)
#J-18808-Ljbffr
Boston or East/Central time zone
Compensation:
$122-129k base + Commission
This Fintech market-leading SaaS organization is on a mission to change the way the world’s top enterprises understand and grow their businesses. Their premier finance data platform helps organizations streamline operations, unlock trusted insights, and accelerate growth.
With a global headquarters in the UK and offices worldwide, they partner with clients across four continents. are building a team of passionate and ambitious individuals who love solving complex challenges. You will be joining a diverse, global community that is shaping the next generation of finance technology.
The Role
- The Client Success Team plays a crucial role in driving successful engagement with enterprise clients in the banking, finance, and subscription markets.
The
Senior Account Manager
will lead strategic management efforts for our most critical clients. This is not a passive relationship management role; it requires a commercially driven person who will take full ownership of a portfolio of enterprise clients in North America. You will be responsible for protecting revenue, delivering upsell/cross-sell, and proactively expanding into parent and sister companies within client groups.
Key Responsibilities
Commercial Ownership:
Own and deliver against annual revenue targets (renewals + expansion) across your client portfolio.
Deal Execution:
Independently negotiate and close renewals and expansions, including multi-year and enterprise-wide contracts.
Strategic Expansion:
Drive upsell and cross-sell across the full solution suite, identifying whitespace opportunities and expanding into parent companies, subsidiaries, and sister organizations.
Executive Engagement:
Lead C-suite level engagements, delivering compelling ROI-focused QBRs and positioning the company as a strategic growth partner.
Forecasting:
Accurately forecast pipeline and deliver ≥90% forecasting accuracy on renewals and expansions.
Targets & KPIs What We’re Looking For
5+ years’ experience
in enterprise SaaS Customer Success or Account Management roles.
Commercial Hunter Mindset:
Proven track record of closing renewals and expansions independently—candidates must not be reliant on a separate Sales team to close deals.
Complex Account Navigation:
Demonstrable success in expanding accounts into parent/sister companies and new business units.
Track Record:
Consistent history of achieving or exceeding commercial targets (renewals, upsells, multi-year expansions).
Executive Presence:
Confidence influencing C-level stakeholders and deep commercial acumen to link product adoption directly to business outcomes and ROI.
What We Offer We provide an environment that supports your life and career growth, along with a competitive salary and commission structure.
401(k) retirement plan with matching
Competitive vacation and paid time off
Comprehensive healthcare benefits (Medical, Dental, Vision)
Pre-tax savings accountsLife and Disability Insurance
Employee Share Purchase Scheme (Preferential terms)
#J-18808-Ljbffr