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. To learn more about Comply, visit comply.com.

About the role

Comply is looking for an Install Base Account Manager to grow and retain a portfolio of existing clients through expansion, cross-sell, and trusted partnership. You’ll own a book of existing Comply customers and be measured on making them grow and driving expansion revenue through cross-sell, upsell, and deeper product adoption while keeping accounts healthy and renewing. You’ll map whitespace across each account, run solution-oriented conversations that surface new needs, and multi-thread from the compliance officer up to the C-suite to build the case for more. You’ll manage an accurate pipeline and forecast in Gong and Salesforce, and show up in person at client meetings and industry seminars as the face of Comply’s ongoing partnership. When your accounts adopt more, expand budgets, and stay for the long haul, you’re the reason net revenue retention climbs. You’ll love this role if you enjoy growing existing relationships, spotting where our solutions solve real problems, and owning a book you can expand.

Responsibilities

• Own a book of existing accounts, accountable for net revenue retention, gross retention, and expansion.
• Build account plans that map current footprint, unadopted modules/users (whitespace), and clear expansion paths.
• Run solution-oriented conversations and extend into adjacent business units and use cases once value is proven.
• Work across various stakeholders, from compliance officers to the C-suite.
• Maintain accurate pipeline and forecasts in Gong and Salesforce, using product‑usage signals to time expansion