Director, Account Management

Our people are core to our success. That’s why we put them first in everything we do. We practice transparency. We encourage collaboration. We prioritize inclusion. And as our business grows, we want our people to grow, too. That’s why we offer constant

opportunities to learn and improve, to achieve and advance

Reporting to the VP of Sales, Financial Services, the Director, Account Management is a self-driven, results-oriented professional with a positive outlook able to carry out relationship-building activities to maintain and upsell accounts using our suite of products. Our clients are some of the most influential Financial Institutions, Investment Banks, and Private Equity firms in the world.

If you have excellent Sales skills, strong research and communication skills and are great at networking, and relationship building we would like to talk. At least four years of experience managing accounts in the software space is a must; experience with feeds and data is a plus. If you are an experienced B2B Account Manager with experience working with Financial Institutions, Investment Banks, and insurance companies we would like to talk to you.

Principle Responsibilities

• Maintain an existing mid-market BoB, integrating yourself as a trusted partner with existing clients
• ​Demonstrate the value of expanding their relationships to key stakeholders within your BoB
• Utilize and maintain an organized CRM (Salesforce)
• Respond to and follow up on client enquiries in a timely manner
• Upsell and see the process through to completion of renewal
• Align and drive initiatives with company goals
• Achieve monthly targets on a cumulative basis

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Qualifications and Experience

• 4+ years account management experience with consistent success meeting or exceeding renewal and upsell objectives with software products and technical solutions into the Financial Services space.
• Experience working with and selling into Investment Banks, and Financial Institutions
• Experience building and developing rich, lasting relationships with clients. 
• Are Client Obsessed!
• A familiarity with solution-based approaches to selling, excellent presentation and listening skills, organization, and contact management capabilities.
• Ability to interact from C-Suite to Associate level
• Experience with SaaS and fintech products a strong plus
• Hard working with a positive attitude, strong work ethic, ability to work under pressure and independently
• Self-motivated and able to prove this based on previous performance
• Motivated by the desire to constantly learn in a changing environment and actively contribute to a dynamic team structure

About Altrata

Altrata is a global leader in people intelligence. It includes more than 100 million profiles on wealthy individuals around the world and more than 12 million profiles on senior decision makers, board members and c-suite leaders. Altrata provides intelligence on the people who are most impactful to our clients’ success.

Advanced integration solutions allow deeper insights and access to billions of connections helping clients close more deals, manage risk, and identify up and coming talent quickly. Our data is actionable, accurate, and comprehensive. Powered by a global team of more than 400 researchers who are committed to maintaining millions of profiles and changing data points, so you can effectively engage and make meaningful, lasting connections.

Altrata™ is comprised of five distinct offerings: BoardEx, Boardroom Insiders, RelSci, WealthEngine, and Wealth-X.

Altrata is actively committed to promoting, fostering, and nurturing a diverse and inclusive environment, and all applicants will receive equal consideration regardless of race, sex, religion, color, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We recognize that these types of statements appear often in job descriptions. At Altrata, we really and truly mean it.