Account Manager, Sell-Side

The Company     Capital Markets Gateway LLC (CMG) is a capital markets-focused fintech transforming global equity capital markets (ECM) through data, technology, and connectivity. As the preferred source for ECM analytics and the first network connecting the buy-side and sell-side for ECM workflows, we are committed to reshaping how capital markets operate. Founded in 2017 by a team of ECM practitioners, CMG has completed three successful fundraising rounds and is backed by a group of the world’s most prestigious financial institutions. The CMG platform is currently relied upon by nearly 150 buy-side firms representing $40 trillion in AUM and 22 global investment banks. For more information, please visit www.cmgx.io.     The Role    CMG is seeking a Sell-Side Account Manager to join a rapidly growing commercial team. Account Managers are responsible for hitting quota by retaining and growing their book of sell side clients.    The successful account manager develops close partnerships with all their clients and is an expert on the CMG platform with a unique focus on the equity capital markets. The account manager ensures successful platform adoption, constantly drives the value proposition of the service, proactively seeks growth opportunities, and strives to limit churn and maximize renewal uplifts. Account managers are expected to be excellent collaborators partnering with Customer Success, Product Management, and Engineering functions.    As a leading FinTech looking to deliver innovation to the equity capital markets, CMG is transforming one of the hottest areas of Wall Street. With customer satisfaction as the pinnacle of our core values, exceptional customer support and account management is paramount to the success of both our customers and CMG.   Responsibilities

Actively retain and grow a portfolio of assigned clients to meet and surpass quarterly and annual quotas 

Hit a new business quota based on a set territory of prospects 

Drive customer engagement to establish champion users across a book of clients 

Identify customer expansion opportunities & churn risks  

Prospect daily for new business 

Meet with clients quarterly to define client expectations and ensure CMG is providing value to their ECM process  

Become a trusted member of the ECM community  

Develop an in-depth understanding of the clients buying process and intimate knowledge of the key players involved and approval process 

Record all calls, meetings, and emails in CMG’s CRM system   

Accurately forecast upcoming renewals and growth opportunities monthly   

Collaborate with the CMG Customer Success team to provide top-notch customer success  

Ensure renewals come in on time and consistently with growth  

Provide product feedback, sentiment, and trends in the industry to internal teams  

Partner with Marketing to develop and deliver collateral to support growth and adoption initiatives 

Qualifications

At least 2+ years of prior account management and/or customer success experience, preferably within FinTech or SaaS  

Experience with data analytics & collaboration tools including Excel, MixPanel, Slack, HubSpot, and business intelligence platforms  

Highly proficient in communication and presentation skills with the ability to effectively adjust communication to the target audience (ECM, Syndicate, Cash Equities, etc.)  

Capital Markets experience with Investment Bank and/or Investment Management a strong advantage  

Previously managed the renewal process for assigned portfolio of accounts to hit quota  

B.S. or B.A. in Business Management, Finance, Economics, or similar study  

You have an entrepreneurial mindset and a ‘can-do’ attitude  

What We Offer

Comprehensive benefits program (Medical, Dental & Vision)    

Equity    

401k company match    

Flexible Spending & Health Savings Account   

Unlimited PTO   

Hybrid work environment   

Education reimbursement   

Continuous learning opportunities   

Life insurance   

Employee referral bonus   

Parental leave