Senior Account Manager - NAM

Location: United States (preference for candidates in Chicago, Boston, Atlanta, or the Northeast)

About the role

We’re hiring a Senior Sales Account Manager to own and grow a portfolio of enterprise clients across investment consulting firms in the US. This role focuses on expanding existing relationships by embedding Confluence’s platform within client workflows across data, reporting, and analytics. You will work across complex client environments, engaging stakeholders from analysts through to senior decision makers, and identifying opportunities to drive long-term revenue growth.

Why this role stands out:

• Manage high-value, enterprise consultant relationships, not transactional accounts
• Sell a platform embedded in critical client workflows, not standalone products
• Work across complex stakeholder environments, from operational users to senior leaders
• Own account strategy, pricing, and revenue expansion
• Operate within a specialist and less saturated area of financial services, working closely with investment consultants

Responsibilities

• Expand existing relationships by embedding Confluence’s platform within client workflows across data, reporting, and analytics
• Engage stakeholders from analysts to senior decision makers in complex client environments
• Identify and drive opportunities for long-term revenue growth (renewals, upsell, cross-sell, pricing)
• Develop and execute account strategy for enterprise clients

Requirements

Essential

• Experience working with investment consulting firms, either selling into them, managing them as clients, or working for them directly
• Knowledge of portfolio analytics, performance measurement, risk, or reporting solutions used by investment consultants and institutional investors
• Experience managing enterprise client relationships within financial services
• Proven ability to drive revenue growth across existing accounts (renewals, upsell, cross-sell, pricing)
• Experience selling or managing platform or workflow-based solutions, not standalone products
• Ability to navigate complex, multi-stakeholder client environments, from analysts to senior decision makers

Desirable

• Background within an investment consulting firm
• Experience with financial data, reporting, or analytics platforms
• Experience selling across multiple solutions within a broader platform
• Network within investment consulting or wider financial services

Benefits

• Generous time-off packages, including additional half days with each public holiday in your location
• Global career development opportunities
• Social events
• Referral bonus scheme—up to $3,000 per successful referral
• Flexible working options

Values

We look for people who align with our 4 values:

• Integrity: Face reality with honesty, courage, and accountability
• Imagination: Deal creatively with challenges and envision what the world could be
• Discipline: Build good habits into reflexes which become a part of our life
• Service: Committed to the success of others