CFRA Research

Account Manager

• Support the team servicing existing accounts
• Develop account strategy and execution
• Build and maintain relationships with clients
• Ensure revenue retention and growth
• Cross-sell initiatives and act as primary liaison

Associate Vice President – Account Management

Sales

• Act as a primary producer, managing and expanding sales opportunities
• Lead complex sales cycles with CIOs, PMs, analysts, and procurement teams.
• Demonstrate best‑in‑class sales behaviors—prospecting, positioning, objection handling, and closing—so the team can model successful approaches.
• Identify new business opportunities and emerging client needs within the institutional research ecosystem.
• Represent the firm’s forensic research capabilities in client meetings, industry events, and strategic discussions.
• Translate client feedback into actionable insights for Research and Product teams.
• Maintain a deep understanding of market trends, competitive offerings, and how institutional investors use forensic research in their investment processes.
• Serve as a hands‑on mentor to sales professionals, offering deal support, skill development, and real‑time coaching.
• Foster a collaborative environment where team members learn from shared experiences, client interactions, and best practices.
• Support hiring, onboarding, and ongoing development of sales talent
• Encourage a culture of curiosity, continuous learning, and client‑centric thinking.
• Partner with internal teams to refine product positioning, enhance client value, and support go‑to‑market initiatives.
• Contribute to forecasting and pipeline discussions
• Help shape commercial strategy through practical, client‑driven insights.

Associate Vice President – Account Management

Senior Vice President of Sales – Forensic Research