Install Base Account Manager

Comply is the leading provider of compliance SaaS and consulting services for the global financial services sector. With more than 5,000 clients and hundreds of employees across the globe, Comply empowers Chief Compliance Officers and their teams to proactively manage regulatory obligations, mitigate risk, and scale with efficiency and confidence. Comply serves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers who rely on Comply offerings to power their compliance programs.

About the role

We're looking for a driven, relationship-focused Account Manager to join our Install Base team. In this role, you'll serve as a trusted advisor to an existing portfolio of clients—registered investment advisers (RIAs), hedge funds, private equity firms, and other financial institutions—helping to align them with our technology and consulting solutions. You'll develop a deep understanding of each client's regulatory, operational, and strategic challenges, and proactively identify opportunities where our products and services can solve real problems.

Responsibilities

• Own and grow a book of existing accounts, with accountability for expansion and client satisfaction
• Prospect within your assigned territory to build a healthy pipeline and consistently meet revenue targets
• Lead compelling, solution-oriented conversations that connect our product and service offerings to each client's specific challenges
• Develop deep familiarity with clients' businesses to identify cross-sell and upsell opportunities
• Build and nurture relationships across multiple stakeholders—from compliance officers to C-suite—to become a trusted, long-term partner
• Maintain an accurate pipeline and deliver reliable forecasts using Gong and Salesforce CRM
• Represent the company at client meetings, industry seminars, and internal sales events to deepen relationships and stay sharp on market trends

Qualifications

• 4+ years of sales or account management experience in a financial services, SaaS, or fintech environment
• Demonstrated track record of meeting or exceeding revenue targets over a sustained period
• Working knowledge of the regulatory and compliance landscape for investment advisers, hedge funds, private equity, and other financial institutions
• Ability to learn and articulate a complex solution set quickly, translating technical and regulatory nuance into clear business value
• Excellent organizational skills and attention to detail
• High degree of self-motivation and comfort with ambiguity
• Bachelor's degree in business, finance, or a related field, or equivalent professional experience

Pay

The all-in total compensation for this role is $145,000 to $165,000, specific to the United States. A reasonable estimate of the base salary range is $60,000 to $70,000 per year, plus applicable bonus and benefit offerings. Compensation decisions take into account a wide range of factors, including skill sets, training, licensure, certification, and experience.

Benefits

To learn more about our values, mission, and the wide range of perks offered to employees at Comply, visit https://www.comply.com/careers/.