Account Director

Job not on LinkedIn

🕒 April 1

🍂 Massachusetts – Remote

🍂 Massachusetts – Remote

⏰ Full Time

🔴 Lead

🧑‍💼 Account Executive

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Datos Insights

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

💳 Fintech

Finance • Fintech • Insurance

Datos Insights is an advisory and research company focused on providing insights and guidance to the financial services, insurance, and retail technology industries. They offer a range of services including insights and advisory subscriptions, consulting, data services, and custom project support. Their expertise spans across banking, payments, capital markets, cybersecurity, fraud and AML, and wealth management. Datos Insights supports various sectors including banks, credit unions, insurance carriers, payment providers, and wealth management firms. They aim to help their clients make informed strategy and technology decisions to protect and grow their assets.

📋 Description

• Ensure client satisfaction, engagement, and success. • Manage the onboarding process for new subscription clients. • Provide continued, proactive support with a key focus on retaining existing clients and increasing renewal rates and revenue. • Manage and renew insights and advisory contracts across 50 enterprise accounts. • Revenue forecasting and account planning on a monthly/quarterly/annual basis. • Work creatively with the onboarding experience for each new account. • Set up a regular method of engagement that works for each client. • Run and analyze client usage reports. • Plan and participate in client calls and meetings. • Create and edit presentations, spreadsheets, and reports as needed.

🎯 Requirements

• Eight to 10 years of client services and B2B business development experience. • Ability to engage C-level and senior leadership within client organizations. • Track record of overachievement on goals or quotas. • Proficiency in MS Office and Salesforce.com. • Outstanding written and oral communication skills. • Strong project management and organizational skills. • Must thrive in a fast-paced environment. • Fluency in English. • A bachelor’s degree is required. • Experience in the financial services industry, research, or a subscription-based sales model is a plus.

🏖️ Benefits

• Aite Group offers membership to its syndicated research, which includes unlimited access to its analysts. • Aite Group conducts custom consulting projects, including white papers, in-person strategy sessions and Webinars, competitive analysis, market entry strategy, vendor evaluations, qualitative and quantitative customer research.