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Account Manager

Green Street Advisors, LLC, Newport Beach, CA, USA

Job type: Contract


Account Manager
Green Street seeks highly motivated candidates with relevant work experience, a passion for finance and commercial real estate, and superior academic credentials to join its Account Management team. This Account Manager role will focus on first-year Green Street Research clients, with primary responsibilities that include onboarding and training these accounts, renewing their subscriptions, servicing and educating the client base, and managing relationships with key stakeholders across a book of business. The ideal candidate will create, implement and follow strategies to drive product adoption, increase annual revenue within each account, and actively collect client feedback to grow overall relationships and improve the Green Street brand. Significant collaboration with the Account Management, Customer Success, and New Business teams is expected.

Job Responsibilities

Training clients on Green Street's Research, News and Data & Analytics services, as well as our methodology and web-based platform

Lead structured onboarding for new Green Street subscribers, ensuring clients are effectively trained and integrating Green Street data into their workflows from day one

Serve as the primary point of contact for a Core book of first-year Green Street research accounts, building relationships with key stakeholders to drive value

Conduct regular check-ins and business reviews, bringing a consultative perspective rooted in each client's investment goals

Actively collect and relay client feedback to internal teams to inform product and service improvements

Own the full renewal cycle for first-year accounts, from early engagement through contract execution and ultimately a successful renewal

Identify and develop upsell and cross-sell opportunities to increase annual revenue within the existing book

Partner closely with the Account Management, Customer Success, and New Business teams to ensure a coordinated account strategy

Candidate Profile

Bachelor's degree with high distinction in finance, accounting, real estate, economics, or a related field

23 years of experience in account management, sales, or a customer-facing role ideally within a SaaS, financial data, or financial services environment

Superior relationship management skills with a genuine desire to help clients succeed

Sales-driven and competitive, with experience negotiating with clients

Excellent communication skills, both verbal and written, with well-developed presentation abilities

Fundamental understanding of the financial industry, including investment banks, lenders, private equity firms, and hedge funds; familiarity with commercial real estate or REIT markets is a plus

Demonstrated commitment to driving product adoption and retention, with a focus on ensuring first-year clients realize measurable value from their Green Street subscription

Organized and proactive, with the ability to manage a book of business, flag risks early, and follow through on commitments

Proficient in Microsoft Office (Word, Excel, PowerPoint); experience with Salesforce, Gong, and Salesloft is a plus

Comfort with AI tools and a willingness to incorporate them into day-to-day workflows, including client outreach, call preparation, and account management

Compensation, Benefits and Work Authorization
In addition to the posted base salary range, this position is eligible for a performance bonus and benefits (subject to eligibility requirements). Total compensation is based on several factors including, but not limited to, type of position, location, education level, work experience, and certifications. This information is applicable for all full-time positions. Green Street will not sponsor or transfer employment work visas for this position. Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.

Equal Employment Opportunity
Green Street is an Equal Opportunity Employer

Green Street does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.

Pay Range
USD $70,000.00 - USD $75,000.00 /Yr.

Incentive Performance Bonus
+ Incentive Performance Bonus

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