Arbolus

Account Manager - Private Equity & Corporate

Arbolus$110K — $140K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4-6 years in account management or client success, ideally with private equity or corporate strategy experience
  • Understanding of private equity operations and M&A processes
  • Track record of meeting retention and upsell targets in similar roles
  • Strong commercial instincts to identify and act on expansion opportunities
  • Excellent communication skills for engaging senior stakeholders
  • Highly organized and data-driven, managing multiple accounts effectively
  • Proficient with HubSpot or similar CRM in a fast-paced environment

Responsibilities

  • Own and grow a portfolio of private equity and corporate client accounts
  • Drive revenue retention and upsell through expert network and subscription expansion
  • Conduct regular check-ins and strategic conversations with client teams
  • Map and deepen relationships within each account to unlock new opportunities
  • Translate product and roadmap into actionable value for client teams
  • Collaborate with delivery teams to maintain project quality and commercial momentum
  • Monitor account health and trends, proactively addressing potential risks
  • Maintain accurate records of activities and forecasts in HubSpot
  • Represent the company at industry events and client meetings across key hubs

Benefits

  • 18 days of paid time off plus 10 bank holidays
  • Comprehensive health insurance for employees and families
  • Commuter benefits to ease travel costs
  • 401k plan with 4% matching contributions
  • High-quality equipment provided from day one
  • Discount on ClassPass Membership
Full Job Description
About the role

As Account Manager for Private Equity & Corporate clients, you'll own a portfolio of high-value accounts spanning private equity firms and direct corporate clients (strategy, M&A, corporate development, and commercial teams). You'll be the day-to-day relationship lead - driving adoption, identifying expansion opportunities, and ensuring clients get exceptional value from Arbolus.

This is a quota-carrying role focused on net revenue retention and upsell within an existing book, working closely with delivery, product, and senior commercial leadership.

Key responsibilities you will be in charge of
  • Own and grow a portfolio of existing private equity and corporate client accounts as the trusted day-to-day commercial lead
  • Drive revenue retention and expansion - through expert-network call-credit upsell, customer-review-library subscription growth, and unlocking new use cases across the accounts
  • Run regular check-ins, quarterly business reviews, and strategic conversations with deal teams, operating partners, and corporate stakeholders
  • Map and expand within each account - building relationships beyond your primary contact into adjacent teams, funds, and portfolio companies
  • Translate the Arbolus product and roadmap into clear value for PE deal teams (diligence, value creation) and corporate teams (M&A, market intelligence, customer insight)
  • Partner closely with delivery to ensure project quality, resolve escalations quickly, and turn strong delivery into commercial momentum
  • Track account health, usage trends, and renewal timelines - flagging risks early and acting on them
  • Maintain accurate pipeline, activity, and forecast records in HubSpot
  • Represent Arbolus at client meetings, industry events, and in-person visits across key US hubs


Requirements to succeed in this role
  • 4-6 years of experience in account management, client success, or a commercial role - ideally selling into private equity, corporate strategy, or M&A buyers
  • Working knowledge of how PE firms operate (deal teams, portfolio operations, value creation) and/or how corporate strategy and M&A teams buy research and expertise
  • Proven track record of hitting retention and upsell targets in a quota-carrying role
  • Strong commercial instincts - you naturally spot expansion opportunities, navigate to the right buyer, and know how to position value
  • Excellent communicator and relationship builder, comfortable engaging senior stakeholders
  • Highly organised and data-driven, able to manage a large portfolio of accounts in parallel without dropping the ball
  • Proficient with HubSpot or a comparable CRM, and comfortable in a fast-paced, high-growth environment
  • Self-starter who thrives with ownership and autonomy

Nice to have
  • Prior experience at a market-data company, a SaaS sales organisation, or an expert network
  • Existing relationships within the PE or corporate strategy ecosystem
  • Experience selling or managing accounts for a data, research, or intelligence platform serving PE or corporate buyers


What we offer
  • A competitive base salary ($110k-$140k) plus variable bonus tied to performance and growth
  • 18 days of paid time off + 10 bank holidays per year to recharge and rest
  • Comprehensive health insurance benefits to keep you and your family covered
  • A commuter benefits program to make getting to work easier and more cost-effective
  • 401k Retirement Saving Plan with a 4% matching formula - for every dollar you contribute, we'll add an extra 4%, up to IRS limits
  • Top-tier equipment (MacBook Air, Apple iPhone, Poly Voyager Headset) so you have the best tools from day one
  • Discount on ClassPass Membership


Department Commercial Role Account Manager Locations New York Office Remote status Hybrid

About Arbolus

Arbolus is a consulting and professional services firm that provides expert insights and advice to businesses. The company's platform connects clients with a global network of industry experts who can provide insights and advice on a wide range of topics. Arbolus' services are designed to help businesses make better decisions, improve their operations, and stay ahead of the competition. The company was founded in 2018 and is headquartered in London, UK.
Learn more about Arbolus
Size
50 employees
Industry
Net Income
-$1 million
Founded
2018
Revenue
$5 million

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