Account Manager

OptionMetrics, headquartered in New York, NY, is a dynamic and innovative technology company specializing in financial information and research derived from the option markets. Our data and analytics models are utilized by over 350 investment banks, hedge funds, asset management firms, and academic institutions globally, solidifying our position as a leader in the industry.

About the role

We are looking to expand our Sales Team with the addition of a full-time Account Manager. This role focuses on building relationships with existing accounts and serving as the primary point of contact for contract renewals and client retention. The position requires working on-site at our NYC location in a hybrid capacity.

Responsibilities

• Act as the face of the business and initial contact for clients' questions or issues
• Work with Senior Account Managers to enhance revenue retention and build relationships with clients by proactively identifying and mitigating risk to ensure client satisfaction and contract renewal
• Intimately understand clients' contracts and track renewals (including mid-term adjustments) to ensure clients see a return on their investment
• Become a deeply engaged, strategic partner to ensure accounts are retained
• Forecast and track key account metrics
• Keep current clients satisfied and deliver exceptional client service daily
• Identify opportunities to grow and upsell current accounts
• Engage in face-to-face meetings with clients
• Monitor and analyze clients' usage of our product
• Update job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations
• Liaise between clients and internal cross-functional teams to ensure timely and successful delivery of solutions

Requirements

• 1 - 3 years of proven account management or other relevant experience
• A passion for growing and maintaining existing client accounts
• Knowledge of financial markets (knowledge of options is a plus)
• Ability to adhere to deadlines, deliver on time, and prioritize among competing tasks
• Proven ability to manage multiple projects with keen attention to detail
• Exceptional verbal and written communication skills
• Excellent listening, negotiation, and presentation skills
• Natural relationship builder with integrity, reliability, and maturity
• Self-motivated and able to thrive in a results-driven environment
• Proficient with Microsoft Office Suite and CRM software (Sugar CRM preferred)
• Bachelor’s Degree in Finance, Economics, or a similar major

Benefits

• Paid time off: Vacation, Personal, Sick days, and Holidays
• Pre-tax commuter benefits (NJT, MTA, etc.)
• 401k plan
• Full medical and dental insurance coverage for employees

A bright, open office in Midtown Manhattan near Columbus Circle and steps from Central Park, with a great view of Times Square.