Account Manager, Sell-Side

United States·New YorkFull-timemid

SalesAccount Manager

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Quick Summary

Overview

The Company Capital Markets Gateway LLC (CMG) is a capital markets-focused fintech transforming global equity capital markets (ECM) through data, technology, and connectivity.

Technical Tools

SalesAccount Manager

The Company 

Capital Markets Gateway LLC (CMG) is a capital markets-focused fintech transforming global equity capital markets (ECM) through data, technology, and connectivity. As the preferred source for ECM analytics and the first network connecting the buy-side and sell-side for ECM workflows, we are committed to reshaping how capital markets operate. Founded in 2017 by a team of ECM practitioners, CMG has completed three successful fundraising rounds and is backed by a group of the world’s most prestigious financial institutions. The CMG platform is currently relied upon by nearly 150 buy-side firms representing $40 trillion in AUM and 22 global investment banks. For more information, please visit www.cmgx.io. 

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. 

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

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 

Comprehensive benefits program (Medical, Dental & Vision)  

Equity  

401k company match  

Flexible Spending & Health Savings Account 

Unlimited PTO 

Hybrid work environment 

Education reimbursement 

Continuous learning opportunities 