Overview
Our client, a fast-growing and highly respected
Capital Markets SaaS provider , is expanding its New York team and looking for an exceptional
Account Manager
to drive strategic client relationships across some of the industry’s most sophisticated financial institutions. This is an opportunity to join a high-performance team working at the intersection of
technology, financial markets, and client strategy —and to play a key role in growing accounts that sit at the core of the global markets ecosystem. Responsibilities
What You’ll Be Doing Own and grow relationships with Tier-1 and Tier-2 capital markets clients. Serve as a trusted partner by understanding client workflows, KPIs, and strategic objectives. Drive account expansion through upsell, cross-sell, and solution positioning. Partner closely with Product, Sales, and Customer Success teams to ensure client satisfaction and long-term retention. Manage renewals, commercial discussions, and account planning. Represent client needs internally and contribute feedback to product roadmaps. Qualifications
What We’re Looking For 7–8+ years’ experience in
Account Management ,
Client Success ,
Relationship Management , or
Sales
within Capital Markets, FinTech, Trading Platforms, or SaaS. Strong understanding of financial markets — trading desks, market data, workflows, or analytics platforms. A proactive, commercially minded relationship builder. Excellent communication skills and the ability to manage senior stakeholders. Experience growing accounts and handling commercial conversations. Self-starter mentality with the ability to operate in a fast-moving, scaling business. Why This Role
Join one of the most exciting SaaS businesses in the capital markets space. Impact revenue, strategy, and long-term client relationships. Competitive compensation + bonus. Work with global clients and cutting-edge trading/analytics technology. Clear growth path within an expanding NY team. Interested?
If you’re a relationship-driven professional with deep capital markets exposure and a passion for delivering value to clients — we'd love to speak with you.
#J-18808-Ljbffr
Our client, a fast-growing and highly respected
Capital Markets SaaS provider , is expanding its New York team and looking for an exceptional
Account Manager
to drive strategic client relationships across some of the industry’s most sophisticated financial institutions. This is an opportunity to join a high-performance team working at the intersection of
technology, financial markets, and client strategy —and to play a key role in growing accounts that sit at the core of the global markets ecosystem. Responsibilities
What You’ll Be Doing Own and grow relationships with Tier-1 and Tier-2 capital markets clients. Serve as a trusted partner by understanding client workflows, KPIs, and strategic objectives. Drive account expansion through upsell, cross-sell, and solution positioning. Partner closely with Product, Sales, and Customer Success teams to ensure client satisfaction and long-term retention. Manage renewals, commercial discussions, and account planning. Represent client needs internally and contribute feedback to product roadmaps. Qualifications
What We’re Looking For 7–8+ years’ experience in
Account Management ,
Client Success ,
Relationship Management , or
Sales
within Capital Markets, FinTech, Trading Platforms, or SaaS. Strong understanding of financial markets — trading desks, market data, workflows, or analytics platforms. A proactive, commercially minded relationship builder. Excellent communication skills and the ability to manage senior stakeholders. Experience growing accounts and handling commercial conversations. Self-starter mentality with the ability to operate in a fast-moving, scaling business. Why This Role
Join one of the most exciting SaaS businesses in the capital markets space. Impact revenue, strategy, and long-term client relationships. Competitive compensation + bonus. Work with global clients and cutting-edge trading/analytics technology. Clear growth path within an expanding NY team. Interested?
If you’re a relationship-driven professional with deep capital markets exposure and a passion for delivering value to clients — we'd love to speak with you.
#J-18808-Ljbffr