CMG (Capital Markets Gateway)

Account Executive

• 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 in-depth understanding of the clients buying process and an 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

Account Executive – Buy-Side

• 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

Account Executive, Sell-Side

DevOps Engineer

• Design and implement tools and technologies to provision and configure an enterprise software system hosted in Kubernetes
• Design and implement architecture and networking solutions within Azure
• Automate/script existing processes using languages such as python and bash
• Provision, configure, and maintain cloud resources using Terraform and Terragrunt
• Actively monitor the application environment and respond to incidents
• Conduct root cause analysis for production incidents
• Oversee cloud infrastructure and recommend any potential improvements to technology or process
• Contribute to team planning to solve engineering challenges
• Be a dependable and highly skilled development resource for peers through education and review
• Have a broad awareness of related projects and industry trends, and encourage innovative practices among peers
• Provide detailed feedback and suggestions to team code reviews
• Document and demonstrate solutions through written documentation, diagrams, and readable code

Customer Success Manager

• CMG is a capital markets-focused fintech transforming global ECM through data, technology, and connectivity. The CMG platform is the preferred source for ECM analytics and the first network connecting the buy-side and sell-side for ECM workflows. Founded in 2017 by a team of ECM practitioners, CMG has completed fundraising rounds and is backed by 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 self-motivated Customer Success Manager (CSM) to join our dynamic and fast-growing Customer Success team. We are looking for a proactive, strategic, and relationship-oriented professional with a passion for cultivating client relationships and driving client engagement.
• The CSM will play a key role in expanding CMG’s footprint within existing accounts, onboarding new users, identifying whitespace opportunities, and developing deep relationships with capital markets professionals. This role blends responsive support with proactive outreach—resolving client inquiries while also anticipating needs, uncovering use cases, and delivering tailored solutions that enhance customer satisfaction and drive platform adoption.
• The successful CSM candidate will become an expert on the CMG platform to handle a vast range of client use cases and constantly drive the value proposition of the service by providing guidance and solutions to enhance their experience.
• The Customer Success group acts as the “voice of the customer” to advance the functionality of the CMG platform and is expected to be an excellent collaborator partnering with Sales, Product Management, and Engineering functions.
• CMG is transforming one of the most exciting sectors on Wall Street, delivering innovation to the equity capital markets. We believe growth and customer success go hand in hand—and our team sits at the intersection of product, commercial strategy, and client impact.