GTM / Account Manager – Investment Banking & Credit (Hybrid NYC)
We are hiring a GTM professional to join a growing fintech platform that sells software directly into
investment banking and credit teams .
The product supports deal teams by standardizing core financial analysis and improving consistency across underwriting and transaction workflows. Clients include large financial institutions and advisory firms active in M&A and capital markets.
This role combines
account management, new business development, and close collaboration with product , with full ownership of client relationships.
What You’ll Do
Own client relationships end-to-end, from initial engagement through onboarding, adoption, expansion, and renewal
Operate in a
hybrid account management / sales role , focused on long-term relationships rather than high-volume transactional selling
Work closely with investment banking and credit teams to understand their processes and usage patterns
Partner with internal product and engineering teams to relay customer feedback and workflow requirements
Manage a portfolio of strategic accounts and contribute to new revenue growth
Who This Is For
Experience selling
software, data, or workflow tools into investment banks or credit-focused financial institutions
Familiarity with how banks evaluate, purchase, and deploy enterprise software
Comfortable owning revenue while remaining close to client workflows and product evolution
Strong communicator with senior stakeholders
Motivated by ownership, accountability, and long-term growth
Hybrid role based in New York City
Compensation above market
for comparable GTM and account management roles
Opportunity to join a scaling team with strong traction and continued investment in go-to-market growth
Why Consider This Role This role offers more ownership, product exposure, and compensation upside than a typical enterprise sales or account management position, while staying closely connected to sophisticated financial clients.
#J-18808-Ljbffr
We are hiring a GTM professional to join a growing fintech platform that sells software directly into
investment banking and credit teams .
The product supports deal teams by standardizing core financial analysis and improving consistency across underwriting and transaction workflows. Clients include large financial institutions and advisory firms active in M&A and capital markets.
This role combines
account management, new business development, and close collaboration with product , with full ownership of client relationships.
What You’ll Do
Own client relationships end-to-end, from initial engagement through onboarding, adoption, expansion, and renewal
Operate in a
hybrid account management / sales role , focused on long-term relationships rather than high-volume transactional selling
Work closely with investment banking and credit teams to understand their processes and usage patterns
Partner with internal product and engineering teams to relay customer feedback and workflow requirements
Manage a portfolio of strategic accounts and contribute to new revenue growth
Who This Is For
Experience selling
software, data, or workflow tools into investment banks or credit-focused financial institutions
Familiarity with how banks evaluate, purchase, and deploy enterprise software
Comfortable owning revenue while remaining close to client workflows and product evolution
Strong communicator with senior stakeholders
Motivated by ownership, accountability, and long-term growth
Hybrid role based in New York City
Compensation above market
for comparable GTM and account management roles
Opportunity to join a scaling team with strong traction and continued investment in go-to-market growth
Why Consider This Role This role offers more ownership, product exposure, and compensation upside than a typical enterprise sales or account management position, while staying closely connected to sophisticated financial clients.
#J-18808-Ljbffr