SMB Account Executive
Harvey
Account Executive – Buy-Side
CMG (Capital Markets Gateway)
full-time
Posted on:
Location Type: Hybrid
Location: New York City • New York • 🇺🇸 United States
Visit company websiteSalary
💰 $200,000 - $250,000 per year
Job Level
Mid-LevelSenior
About the role
- 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
Requirements
- At least 5+ years of prior account management or sales 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 (Head Trader, IT/Ops Leads, Sales Traders, etc.)
- Capital Markets experience with Investment Bank and/or Investment Management is a strong advantage
- Previously managed the renewal process for the 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
Benefits
- Comprehensive benefits program (Medical, Dental & Vision)
- Equity
- 401k company match
- Flexible Spending & Health Savings Account
- Unlimited PTO
- Remote work environment
- Education reimbursement
- Continuous learning opportunities
- Life insurance
- Employee referral bonus
- Parental leave
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
account managementsales experiencedata analyticsbusiness intelligenceCRM systemsforecastingcustomer engagementclient retentionproduct feedbackcollateral development
Soft skills
communication skillspresentation skillsinterpersonal skillsentrepreneurial mindsetproblem-solvingadaptabilitycollaborationcustomer successrelationship buildingtime management
