Account Manager
About Us:
We are redefining treasury and liquidity management for the world's top investment managers, hedge funds, and asset managers. Our innovative platform empowers clients to optimize operations, enhance returns, and drive smarter decision-making. Backed by cutting-edge technology and a collaborative team, we're transforming the financial services landscape - and we're just getting started.
The Opportunity:
We're looking for a passionate Account Manager, Client Success to join us in New York. This is your chance to work closely with some of the most sophisticated firms in finance, deepen relationships, drive revenue growth, and help clients maximize the value of our platform. If you thrive in a fast-paced, client-focused environment and are excited by the intersection of finance and technology, we want to meet you.
What You'll Do:
- Become a trusted advisor to hedge funds and private market firms.
- Identify upsell and cross-sell opportunities to fuel client and company growth.
- Deliver best practices, training, and strategic guidance to drive client success.
- Anticipate client needs, solve challenges proactively, and champion their experience.
- Partner with product, sales, and support teams to continuously enhance our solutions.
What You'll Bring:
- Bachelor's degree in Finance, Business, or a related field.
- 5+ years of experience in client success, account management, or relationship management within the Financial Service space.
- A strong ability to build trusted, consultative relationships.
- Deep understanding of financial products and SaaS solutions.
- Bonus points for experience working with hedge funds, private equity firms, or treasury management - and for being CRM-savvy.
Why Join Us?
- Competitive salary plus performance bonuses.
- Comprehensive benefits including health, dental, and vision insurance.
- Retirement savings plan with company match.
- Career development support to help you keep growing.
- A collaborative, energetic environment where your ideas matter.
Ready to make an impact? Join a team that's helping the world's leading investment managers succeed - and grow your career in the process.
Apply now and be part of our journey!
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.