Overview
On Site
Full Time
Skills
Financial Technology
Customer Engagement
Leadership
Collaboration
Account Management
Private Equity
Finance
SaaS
Fluency
Communication
Problem Solving
Conflict Resolution
Professional Development
Job Details
A fast-growing financial technology firm is seeking an Account Manager to strengthen relationships with top-tier investment clients. This role focuses on client engagement, strategic growth, and helping firms optimize operations through a powerful SaaS platform.
Key Responsibilities
Qualifications
What You'll Gain
Key Responsibilities
- Build and maintain trusted relationships with hedge funds and private market firms
- Identify upsell and cross-sell opportunities
- Provide expert guidance and support to maximize platform adoption
- Collaborate with internal teams to advocate for client needs
Qualifications
- 5+ years in client success, account management, or similar roles
- Experience with hedge funds or private equity preferred
- Strong financial knowledge and SaaS fluency
- Excellent communication and problem-solving skills
What You'll Gain
- Competitive compensation with performance-based bonuses
- Opportunities for career growth and professional development
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.