Account Manager, Sell-Side

About the role

CMG is seeking a Sell-Side Account Manager to join a rapidly growing commercial team. Account Managers are responsible for hitting quota by retaining and growing their book of sell-side clients. The successful account manager develops close partnerships with all their clients and is an expert on the CMG platform with a unique focus on the equity capital markets. The account manager ensures successful platform adoption, constantly drives the value proposition of the service, proactively seeks growth opportunities, and strives to limit churn and maximize renewal uplifts. Account managers are expected to be excellent collaborators partnering with Customer Success, Product Management, and Engineering functions.

Responsibilities

• Actively retain and grow a portfolio of assigned clients to meet and surpass quarterly and annual quotas
• Hit a new business quota based on a set territory of prospects
• Drive customer engagement to establish champion users across a book of clients
• Identify customer expansion opportunities & churn risks
• Prospect daily for new business
• Meet with clients quarterly to define client expectations and ensure CMG is providing value to their ECM process
• Become a trusted member of the ECM community
• Develop an in-depth understanding of the clients buying process and intimate knowledge of the key players involved and approval process
• Record all calls, meetings, and emails in CMG’s CRM system
• Accurately forecast upcoming renewals and growth opportunities monthly
• Collaborate with the CMG Customer Success team to provide top-notch customer success
• Ensure renewals come in on time and consistently with growth
• Provide product feedback, sentiment, and trends in the industry to internal teams
• Partner with Marketing to develop and deliver collateral to support growth and adoption initiatives

Qualifications

• At least 2+ years of prior account management and/or customer success experience, preferably within FinTech or SaaS
• Experience with data analytics & collaboration tools including Excel, MixPanel, Slack, HubSpot, and business intelligence platforms
• Highly proficient in communication and presentation skills with the ability to effectively adjust communication to the target audience (ECM, Syndicate, Cash Equities, etc.)
• Capital Markets experience with Investment Bank and/or Investment Management a strong advantage
• Previously managed the renewal process for assigned portfolio of accounts to hit quota
• B.S. or B.A. in Business Management, Finance, Economics, or similar study
• You have an entrepreneurial mindset and a ‘can-do’ attitude

Benefits

• Comprehensive benefits program (Medical, Dental & Vision)
• Equity
• 401k company match
• Flexible Spending & Health Savings Account
• Unlimited PTO
• Hybrid work environment
• Education reimbursement
• Continuous learning opportunities
• Life insurance
• Employee referral bonus
• Parental leave

Pay

The estimated salary range for this role is $100,000–125,000 base plus commission. The total on-target earnings are expected to range between $150,000 and $200,000. The successful candidate’s salary will be determined by non-discriminatory factors such as skills and experience.