Install Base Account Manager

Comply

Account Manager serving existing financial services clients with compliance SaaS solutions. Building long-term partnerships and meeting revenue targets through account growth and client satisfaction.

Posted 7/29/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $60,000 - $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in account management and sales within financial services, SaaS, or fintech environments, with a strong focus on client satisfaction and revenue growth. Proficient in navigating regulatory compliance and articulating complex solutions to diverse stakeholders.

Highest-signal resume keywords

Account ManagementSales ExperienceRegulatory Compliance KnowledgeRevenue Target AchievementClient Relationship Building

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales ForecastingPipeline ManagementCross-SellingUpsellingSolution Selling

Soft Skills

Organizational SkillsAttention to DetailSelf-MotivationComfort with Ambiguity

Tools & Technologies

Salesforce CRMGong

Industry Keywords

Financial ServicesSaaSFintechInvestment AdvisersHedge FundsPrivate Equity

About the role

Key responsibilities & impact

Own and grow a book of existing accounts, with accountability for expansion and client satisfaction
Prospect within your assigned territory to build a healthy pipeline and consistently meet revenue targets
Lead compelling, solution-oriented conversations that connect our product and service offerings to each client's specific challenges
Develop deep familiarity with clients' businesses to identify cross-sell and upsell opportunities
Build and nurture relationships across multiple stakeholders - from compliance officers to C-suite - to become a trusted, long-term partner
Maintain an accurate pipeline and deliver reliable forecasts using Gong and Salesforce CRM
Represent the company at client meetings, industry seminars, and internal sales events to deepen relationships and stay sharp on market trends

Requirements

What you’ll need

4+ years of sales or account management experience in a financial services, SaaS, or fintech environment
Demonstrated track record of meeting or exceeding revenue targets over a sustained period
Working knowledge of the regulatory and compliance landscape for investment advisers, hedge funds, private equity and other financial institutions
Ability to learn and articulate a complex solution set quickly, translating technical and regulatory nuance into clear business value
Excellent organizational skills and attention to detail
High degree of self-motivation and comfort with ambiguity
Bachelor's degree in business, finance, or a related field, or equivalent professional experience

Benefits

Comp & perks

A reasonable estimate of the base salary range would be $60,000 - $70,000 plus applicable bonus/benefit offerings