Senior Account Manager, Global Accounts

Overview

About PreqinYou will be joining the world’s leading data and insights provider for the alternative assets market. We empower the global financial community with critical information and leading analytics solutions to help them make faster and smarter investment decisions, and to make them with confidence. A forward-thinking company, we lead our industry through innovation. We trust in the power of data, and we use it to increase transparency in alternatives. We believe that access to information leads to more investment in the ideas and infrastructure that build strong communities.

Job overview  We are looking for an experienced, motivated sales professional to manage and grow existing key client relationships through subscription renewals and expansion, uplifts, and cross-selling of additional products. In this role, you will take full ownership managing accounts globally – Preqin’s most valued clients. The role requires account managers to successfully retain and grow existing, driving sales agendas and exceeding monthly net sales quotas and quarterly milestone goals.

You will have the opportunity to pursue and cultivate a rewarding sales career with an industry leader during Preqin’s important stage of growth. As a Global 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 globally. Based on revenue generation, exemplary behavior, and exceptional client service, you will have the opportunity to develop a successful career at Preqin.

Responsibilities

In this role you will: 

• Manage all aspects of the renewal cycle for our client’s subscription relationships covering Strategic 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
• 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
• Pass CAIA fundamentals within 60-days
• Provide actionable customer feedback to key stakeholders including, but not limited to, marketing, product development and research

Qualifications

You are a good fit if: 

• At least 7 years of sales and / or account management experience (in a similar discipline preferred: financial services, alternative investments, business to business SaaS sales, solution selling)
• Excellent interpersonal, verbal, and written communication
• Proven track record in hitting quota and retention targets
• Organized, detail-oriented with the ability to multi-task, 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. Experience with Salesforce is preferred
• 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
• Bachelor’s Degree in Finance, Business or related field required
• Proven experience in an outside sales role, with strong presentation skills

Other

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 $100,000-130,000. 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