Account Manager

Responsibilities
” New Business Development
o Proactively identify and target new asset manager clients
o Build and manage a strong pipeline of prospective partners, leveraging in-house CRM system
o Own the full sales cycle from outreach through to close
” Revenue Generation
o Personally deliver against ambitious revenue and contract targets
o Drive partnership sales and manage a large pipeline through an extended sales cycle
o Attend in-person retreats to network and drive onsite engagement and opportunities
” Pipeline & Reporting
o Maintain accurate pipeline tracking and forecasting using CRM systems
o Provide regular updates to leadership on progress and performance
” Internal Collaboration
o Work closely with Client Services to ensure a high-quality client experience and strong retention
o Partner with IR and events teams to ensure high-quality execution and event delivery
o Collaborate with marketing and product teams to refine messaging and go-to-market strategy
” Market Engagement
o Represent With Intelligence at industry events and meetings
o Build market presence and contribute to brand visibility within the institutional space

Requirements
” 3-6 years’ experience in B2B sales, partnerships, or event sales
” Proven track record of new business generation and consistently exceeding revenue targets
” Experience working with or selling into US Asset Managers
” Strong commercial mindset with the ability to identify and convert opportunities
” Excellent communication, negotiation, and relationship-building skills
” Ability to manage multiple priorities in a fast-paced, target-driven environment
” High level of motivation, resilience, and personal accountability
” Willingness to travel for client meetings and events
” Experience using CRM systems (e.g. Salesforce)