Account Manager, Sell-Side

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.  
As a leading FinTech looking to deliver innovation to the equity capital markets, CMG is transforming one of the hottest areas of Wall Street. With customer satisfaction as the pinnacle of our core values, exceptional customer support and account management is paramount to the success of both our customers and CMG.

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