SMB Account Executive
Harvey
Account Executive, Sell-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 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
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 (Heads of ECM, Trading, IT, 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 feedbackpresentation skills
Soft skills
communicationcollaborationentrepreneurial mindsetcan-do attitudecustomer successrelationship buildingproblem solvingadaptabilitynegotiationstrategic thinking
