SUMMARY:Placer.ai's Financial Services team brings location intelligence and foot traffic data to the world's leading investors. As a Strategic Account Manager, Finance, you will own and grow relationships with our most important financial services customers: top hedge funds, global banks, and private equity firms.
You will be a trusted partner to their investment, research, and data teams, helping them turn Placer's data into an edge: tracking company performance ahead of earnings, sharpening due diligence, and monitoring portfolio companies and real estate exposure. Working closely with Customer Success, Solutions Engineering, and Product, you will renew, expand, and deepen these relationships through upsells, cross-sells, and multi-year agreements.
RESPONSIBILITIES:- Own a book of Strategic financial services accounts, including fundamental and quantitative hedge funds, investment banks, asset managers, and private equity firms, with full responsibility for renewal and expansion revenue.
- Be the "quarterback" for each account, coordinating Customer Success, Solutions Engineering, and Product to deliver high satisfaction and growing revenue.
- Build deep, multi-threaded relationships across each firm, including portfolio managers, analysts, data strategy and alternative data teams, quant researchers, procurement, and compliance.
- Develop a strong point of view on how each client can generate alpha and manage risk with Placer data, tied directly to their investment process (earnings previews, sector coverage, deal diligence, portfolio monitoring).
- Drive expansion into new desks, strategies, funds, and portfolio companies, and cross-sell new products and delivery methods, including data feeds, API access, and Placer's AI capabilities.
- Partner with Solutions Engineering on data trials, backtests, and evaluations that prove the value of Placer data against client signals and benchmarks.
- Navigate the alternative data buying process, including data diligence questionnaires, compliance reviews, and vendor onboarding.
- Lead win/win negotiations that maximize contract value and drive multi-year agreements while protecting and strengthening the customer relationship.
- Segment and prioritize your book to focus resources on the highest-value opportunities, and uncover whitespace within existing relationships.
- Accurately forecast renewals and expansion, provide regular updates to leadership, and escalate risk early.
- Bring the voice of the financial services customer back to Product and Marketing to shape the roadmap, datasets, and go-to-market strategy.
- Represent Placer at industry conferences and investor events, and help build Placer's brand in the alternative data community.
REQUIREMENTS:- BA/BS or similar college-level education.
- 5+ years selling or managing existing accounts in B2B SaaS or data, including at least 3 years selling to financial services clients (hedge funds, banks, asset managers, or private equity).
- Proven track record of meeting or exceeding renewal and expansion quotas with large, complex enterprise accounts.
- Strong understanding of the alternative data landscape and how buy-side and sell-side firms evaluate, procure, and use data in their investment process.
- Comfort discussing data methodology, coverage, and delivery (e.g., Snowflake, S3, API) with technical and quantitative audiences.
- Expert negotiator with experience closing six- and seven-figure, multi-year agreements.
- Excellent communication skills and executive presence; able to engage credibly with portfolio managers, heads of data, and senior leadership.
- Advanced understanding of Salesforce or a similar CRM, and experience with G-Suite (Gmail, Google Slides, Sheets, etc.).
- A positive attitude, a selfless approach to teamwork, and a proven 'problem solver' mindset in a fast-paced, high-growth organization.
- An established network across hedge funds, banks, and private equity firms is a strong plus.
- Travel is required up to 30% of the time for client meetings and conferences.
WHY JOIN PLACER.AI?- Join a rocketship! Take a central and critical role at Placer.ai
- Work with, and learn from, top-notch talent
- Competitive salary
- Excellent benefits
- Fully remote
The U.S. annualized pay range for this position is $125,000 - $140,000 USD. In addition, certain roles have the opportunity to earn sales-based commissions. Base pay offered within the stated range may vary depending on multiple individualized factors, including job-related skills, professional experience, education and licenses (if applicable), work location and compensation market data.
Base pay is just a part of our total rewards program. Placer provides medical, dental and vision coverage as well as flexible time off, 401K and equity awards for certain roles.
Your recruiter can share more about the specific salary range for your preferred location during the hiring process.
NOTEWORTHY LINKS TO LEARN MORE ABOUT PLACER- About Placer.ai
- Placer.ai's $100M round C funding (unicorn valuation!)
- See our data in action at The Anchor
- Placer.ai in the news
- Video: About Placer for Commercial Real Estate
