Account Manager

FE fundinfo

Account Manager managing client portfolios for FE fundinfo, a provider of investment data and technology solutions. Driving retention, expansion, renewals and commercial growth across financial services accounts.

Posted 8/18/2026full-timeSydney • 🇦🇺 AustraliaJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in account management and client relationship building, with a focus on delivering tailored solutions and driving revenue growth through upselling and cross-selling. Proficient in managing client contracts and maintaining accurate records in Salesforce while collaborating with cross-functional teams to achieve commercial success.

Highest-signal resume keywords

Account ManagementClient Relationship BuildingSalesforce ProficiencyFinancial Software ExperienceStakeholder Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementClient Needs AssessmentUpsellingCross-SellingContract ManagementPipeline ManagementData AnalysisFinancial SoftwareAPIsMarket Knowledge

Soft Skills

Strong CommunicationOrganizational SkillsProactive MindsetStakeholder ManagementAbility to Manage Competing Priorities

Tools & Technologies

SalesforceFinancial SoftwareData FeedsAPIs

Industry Keywords

Financial ServicesClient SuccessCommercial OutcomesClient RetentionMarket Knowledge

About the role

Key responsibilities & impact

Manage a portfolio of key client accounts, building strong stakeholder relationships and supporting retention and growth
Understand client needs and challenges, provide tailored solutions, and ensure clients maximise the value of FE fundinfo’s products and services
Identify, qualify and progress upsell and cross-sell opportunities, maintain accurate pipeline information, and support revenue growth
Manage contract renewals, pricing discussions, amendments and cancellations, accurately recording client activity, actions and opportunities in Salesforce
Partner with Sales, Marketing, Product and Data teams to deliver client solutions, support new business activity and achieve positive commercial outcomes
Monitor account performance, pipeline activity and client risks while maintaining product, industry and market knowledge

Requirements

What you’ll need

1–4 years of experience in account management, customer success, relationship management, pre-sales or a similar client-facing commercial role
Experience understanding client needs, identifying opportunities and recommending value-delivering solutions
Strong communication, stakeholder management and organisational skills
Ability to manage competing priorities in a fast-paced environment
Interest in financial services and technology
Experience in financial software, data feeds, APIs or similar solutions is an advantage
Commercially minded and proactive
Confidence identifying opportunities, improving processes and building long-term client relationships

Benefits

Comp & perks

The opportunity to make your mark on the success of a fast-paced entrepreneurial company that is growing rapidly internationally
A pleasant, ambitious and professional working climate with good opportunities for further development
A culture that is about continuous learning and development to ensure that we retain our brand integrity within the global fund industry
Commitment to foster an environment that welcomes individual perspectives, backgrounds, and life experiences
Eligibility of discretionary bonus
4 days study leave per annum
$4,000 p.a. study allowance paid for successful completion of approved courses (in accordance with Continuing Professional Education policy)
A range of wellbeing offerings and discounts on everyday spending
Flexible work options under our Versatile Work Practices