Account Manager

ISI Markets

$110K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in account management or client success within financial data or SaaS environments.
  • Strong understanding of investment banks and their data usage.
  • Track record of nurturing relationships and identifying growth opportunities in financial institutions.
  • Ability to engage effectively with senior stakeholders.
  • Commercial mindset focused on retention and revenue growth achievements.
  • Excellent communication and relationship-building skills.
  • Interest in financial markets and macroeconomic trends.

Responsibilities

  • Manage and nurture a portfolio of sell-side client relationships.
  • Build strong relationships across various teams within client organizations.
  • Drive client renewals, retention, and identify upsell opportunities.
  • Leverage existing relationships to discover new revenue streams.
  • Collaborate with internal teams to develop strategic account plans.
  • Act as a trusted advisor to clients on data applications and workflows.
  • Manage renewal risks and ensure accurate account forecasting.

Benefits

  • Hybrid working model for improved work-life balance.
  • Opportunity to work with market-leading fund flow intelligence and analytics.
  • Engagement with senior stakeholders across the financial sector.
  • Chance to drive growth and expansion within a dynamic industry.
Full Job Description
Key Responsibilities

ISI Markets is looking for an experienced Sell-Side Account Manager to manage, retain and grow a portfolio of institutional clients across the global financial markets.

This is a commercially focused role with significant opportunity to expand existing relationships and drive adoption of ISI's market-leading fund flow intelligence, macroeconomic data, research and analytics.

What you'll do

  • Own a portfolio of sell-side client relationships, acting as the primary commercial contact.
  • Build trusted relationships across research, strategy, economics, sales & trading, capital markets, quantitative research and data teams.
  • Drive renewals, retention, upsell and cross-sell, identifying whitespace across clients, geographies and use cases.
  • Leverage ISI's established sell-side relationships to uncover new revenue opportunities and expand adoption across the wider organisation.
  • Partner with Product Sales Specialists and internal teams to develop account strategies and deliver growth.
  • Act as a strategic advisor, helping clients identify new applications for ISI's data across research, market intelligence, client engagement and capital markets workflows.
  • Proactively manage renewal risk, commercial negotiations and account forecasting.
  • Represent the voice of the client internally, sharing market feedback and opportunities with Product and GTM teams.


Experience & Skills

  • Proven experience in sell-side account management, client success or relationship management, ideally within financial data, SaaS, research or B2B information services.
  • Strong understanding of how investment banks, broker-dealers or research providers use data and analytics.
  • Demonstrated success growing relationships and identifying cross-sell and expansion opportunities within complex financial institutions.
  • Credibility engaging with senior stakeholders including analysts, strategists, economists, quants and sales leaders.
  • Strong commercial mindset with a track record of delivering retention and revenue growth.
  • Excellent communication, presentation and relationship-building skills.
  • Genuine interest in financial markets, investor behaviour, fund flows, capital allocation and macroeconomic trends.
  • Experience with Salesforce and other CRM/reporting tools.
  • Understanding of APIs, data feeds and cloud delivery models is advantageous.
  • Additional languages are desirable.
  • Bachelor's degree (or equivalent) in economics, finance, business, mathematics or a related discipline preferred.


For more information visit isimarkets.com

Hybrid Working: We promote hybrid working in all of our offices and trust our employees to do their best work irrespective of where they are working.

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