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Confluence

Senior Account Manager

Confluence

Senior Sales Account Manager managing enterprise client relationships, expanding Confluence’s platform across investment consulting firms. Focused on long term revenue growth in complex client environments.

Posted 6/18/2026full-timeIllinois, Massachusetts • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact
  • We’re hiring a Senior Sales Account Manager to own and grow a portfolio of enterprise clients across investment consulting firms in the US.
  • This role focuses on expanding existing relationships by embedding Confluence’s platform within client workflows across data, reporting, and analytics.
  • You will work across complex client environments, engaging stakeholders from analysts through to senior decision makers, and identifying opportunities to drive long term revenue growth.

Requirements

What you’ll need
  • Experience working with investment consulting firms, either selling into them, managing them as clients or working for them directly
  • Knowledge of portfolio analytics, performance measurement, risk, or reporting solutions used by investment consultants and institutional investors
  • Experience managing enterprise client relationships within financial services
  • Proven ability to drive revenue growth across existing accounts (renewals, upsell, cross sell, pricing)
  • Experience selling or managing platform or workflow based solutions, not standalone products
  • Ability to navigate complex, multi‑stakeholder client environments, from analysts to senior decision makers
  • Background within an investment consulting firm
  • Experience with financial data, reporting, or analytics platforms
  • Experience selling across multiple solutions within a broader platform
  • Network within investment consulting or wider financial services

Benefits

Comp & perks
  • Generous Time Off packages including additional half days with each public holiday in your location.
  • Global Career Development opportunities
  • Social Events
  • Referral Bonus scheme - Upto $3,000 per successful referral
  • Plus many more!

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
portfolio analyticsperformance measurementrisk solutionsreporting solutionsfinancial dataanalytics platformsrevenue growthupsellcross sellpricing
Soft Skills
relationship managementstakeholder engagementnavigating complex environmentscommunicationnegotiationstrategic thinkingproblem solvingclient managementcollaborationinfluencing