Account Manager

Overview

Job overview

We are looking for an experienced, motivated sales professional to manage and grow existing Enterprise client relationships through subscription renewals and expansion, uplifts, and cross-selling of additional products. In this role, you will be responsible for strategic planning and account management across a designated sales territory and will be required to take full ownership within your geographic jurisdiction and client type. The role requires account managers to successfully retain and grow existing Enterprise Account revenue while driving sales agendas and meeting or exceeding monthly net sales quotas and goals. You will have the opportunity to pursue and cultivate a rewarding sales career with an industry leader during our firm’s pivotal growth stage. As an Enterprise Account Manager on a performance and merit-based sales team, you will have the chance to make an immediate sales impact and take full ownership of your book of business within a set sales territory. Based on revenue generation, exemplary behavior, and exceptional client service, Account Managers will have the ability to develop successful careers accordingly at Preqin.

About Preqin

You will be joining the world’s leading data and insights provider for the alternatives assets industry. We empower the finance community with comprehensive data and expert insights so they can make faster and smarter investment decisions with precision and confidence. We are a forward-thinking company and strive to make an impact by enabling our customers to envision future possibilities, invest in ideas and infrastructure that build strong communities.

Responsibilities

In this role you will:

• Manage all aspects of the renewal cycle for our client’s subscription relationships covering Enterprise Accounts
• Provide proactive and consultative client support, ensuring high retention and net revenue growth within an existing client base. This is executed by garnering a deep understanding of client’s business models and needs while then providing consultative solutions that will add value to their business objectives
• Manage key client interactions with a focus on expansion opportunities within accounts and subscription renewals
• Occasional travel to client sites/events/conferences within territory (travel up to 25%)
• Provide clients and prospects with detailed proposals, product demonstrations, and consultations (in person or via phone)
• Accurately report internal administration: CRM activity log, sales pipeline forecasting, monthly reports to management, renewal planning and proposal preparation
• Build a strong working knowledge of competitive intelligence space and Preqin product positioning
• Develop Preqin product, technical, and alternative investment market knowledge
• Present Preqin products and services to clients, peers, and management as it relates to performance and planning
• Collaborate with colleagues and internal departments to achieve underlying fundamental firm objectives and goals
• Meet and exceed sales KPI metrics for emails, calls, meetings and demonstrations

Qualifications

You are a good fit if you have:

• Transferrable sales experience in an account management role (in a similar discipline preferred: financial services, alternative investments, B2B corporate environment, solution selling)
• Excellent interpersonal, verbal, and written communication
• Proven track record in hitting quota and retention targets
• Organized, detail-oriented with the ability to prioritize and respond quickly
• Negotiation skills as it relates to renewal upsells, cross-selling, and additional product add-ons
• Highly proficient in MS Office Suite and CRM systems
• Working knowledge of the financial market data space, alternative assets, and financial services industries
• Sales motivated, team-focused attitude, and willingness to collaborate with peers, product management, and internal key constituents at the firm

Other

Role Start Date: September 

Company benefits:

• We value our team and offer an incredible benefits package that stands out in our industry
• Preqin offers a competitive remuneration package
• 401k with 100% company match up to 10% with a 6-month waiting period
• Health, Dental, Vision and Life Insurance- on an individual only basis, starting on the first day of the month with a $1 monthly contribution
• $1,500 annual stipend towards professional development to undertake professional training or to gain qualification relevant to your career progression such as CAIA or CFA
• 19 days paid annual leave 10 federal holidays (pro rata’d dependent on your start date) 7 sick days
• Employee referral bonus program
• Commuter and Transit benefits
• Parental Family Leave 14 weeks and an additional 4 weeks to be used during first 2 years of child's arrival
• Growth Space professional development coach 1-on-1
• Diversity Equity and Inclusion Team
• Employee Resource Groups (ERGs): Women's Initiative Network, LGBTQ ERG, Mental Health Aids Resource Group, BIPOC Resource Group
• Employee Book Club with weekly meetings
• Culture Committee to organize in-person social events

The salary range for this role in New York is $90,000 - $100,000. Your final base salary will be determined based on several factors which may include but are not limited to location, work experience, skills, knowledge, education and/or certifications.

Our culture and values:  

At Preqin, we’re aligned around common values – our shared beliefs that shape Preqin’s corporate culture:

Be customer-obsessed We exist for our customers. We listen to them and understand their challenges. We design best-in-class data solutions for their success.   Act with integrity  We build trust through honesty and transparency. We’re committed to doing the right thing for our customers, our company, and each other.   Own your success   We’re a high-performance team. We challenge and champion each other in our pursuit of excellence. We never stop learning and strive to become experts in our fields. Think forward   We lead the industry through innovation. We foster collaboration and creativity to solve our clients’ next challenge and give them a competitive advantage.    Make an impact  We drive positive change as individuals, and as a company. We’re passionate about creating a better tomorrow for our industry and our communities. 

Equal opportunities

Preqin is an equal opportunity employer, with diversity at the heart of our business. It is the policy of Preqin to ensure equal employment and consider all qualified applicants without regard to race, colour, religion, sex, sexual orientation, marital status, gender identity or expression, national origin, age, disability, pregnancy, veteran status, genetic information, socioeconomic status, political affiliation, or any other basis prohibited by applicable law. Preqin is committed to offering an inclusive and accessible experience for all job seekers, so everyone has the opportunity to be successful. If you need a reasonable accommodation during the application process due to a disability, please let the Preqin recruiter know at the start of the application process. Reasonable accommodations are modifications or adjustments to the application or hiring process that would enable you to fully participate in that process.

Salary : $1 - $1,500