Senior Account Manager

🕒 April 1

🗽 New York – Remote

🗽 New York – Remote

💵 $120k - $130k / year

⏰ Full Time

🟠 Senior

💰 Account Manager

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dv01

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2014

💸 Finance

💳 Fintech

☁️ SaaS

Finance • Fintech • SaaS

dv01 is a data management and analytics platform that serves as a crucial link between lenders and capital markets. It specializes in providing standardized loan-level data and integrated analytics tools to facilitate easier access and analysis of structured finance products. The platform supports various asset classes, including consumer unsecured loans, mortgages, auto loans, and student loans, and offers insights through features like ESG Data Enrichment and Portfolio Surveillance. dv01's offerings help transform raw, error-laden data into trustworthy, actionable insights, aiding investment banks, hedge funds, asset managers, and institutional investors in making smarter, data-driven financial decisions. The company addresses outdated technologies in the structured products market, offering a modern, cloud-based solution to enhance data integrity and optimize financial strategies.

📋 Description

• Own a portfolio of high-value and strategic accounts — serve as the primary point of contact and trusted advisor for executive and operational stakeholders. • Lead contract renewals and expansions end-to-end, including negotiation, deal structuring, and coordination with Finance and Legal. • Build and execute strategic account plans with clear growth objectives, risk mitigation strategies, and multi-quarter action items. • Proactively develop and maintain C-suite and senior-level relationships, ensuring dv01 is embedded in clients' core workflows. • Identify and execute cross-sell and upsell opportunities across dv01's full product suite, partnering with Sales and Product Specialists as needed. • Leverage user analytics and engagement data to drive product adoption, surface expansion opportunities, and optimize the client experience. • Contribute to dv01's product feedback loop — synthesize client insights and communicate structured feedback to the Product team. • Collaborate cross-functionally with Sales, Support, Product, and Engineering to resolve escalations and evolve the product with client needs in mind. • Facilitate quarterly business reviews (QBRs), product demos, and training sessions for your accounts. • Participate in industry conferences, client events, and trade shows as a representative of dv01.

🎯 Requirements

• 3–5+ years of account management, client success, or post-sales experience, ideally in FinTech, ABS/Structured Products, Capital Markets, or a closely related field. • A track record of owning and growing high-value client relationships, including leading complex renewals and expansions. • Executive presence — you're comfortable and confident engaging senior stakeholders, including C-suite, both internally and externally. • Strong commercial instincts: you understand how to identify growth opportunities and build a business case for expansion. • Deep product curiosity and technical aptitude — you learn SaaS platforms quickly and can speak fluently about complex financial data products. • Excellent communication skills, both written and verbal, with the ability to tailor your message to different audiences. • Highly organized with strong attention to detail — you manage multiple accounts and priorities without dropping the ball. • Experience with Salesforce or similar CRM; comfort using analytics tools (Tableau, Metabase) to derive client insights. • A collaborative, proactive mindset — you work well across teams and take initiative without waiting to be asked. • Ability to visit clients occasionally in the NY Metro Area.

🏖️ Benefits

• Unlimited PTO. Unplug and rejuvenate, however you want—whether that’s vacationing on the beach or at home on a mental-health day. • $1,000 Learning & Development Fund. No matter where you are in your career, always invest in your future. We encourage you to attend conferences, take classes, and lead workshops. We also host hackathons, brunch & learns, and other employee-led learning opportunities. • Remote-First Environment. People thrive in a flexible and supportive environment that best invigorates them. You can work from your home, cafe, or hotel. You decide. • Health Care and Financial Planning. We offer a comprehensive medical, dental, and vision insurance package for you and your family. We also offer a 401(k) for you to contribute. • Stay active your way! Get $138/month to put toward your favorite gym or fitness membership — wherever you like to work out. Prefer to exercise at home? You can also use up to $1,650 per year through our Fitness Fund to purchase workout equipment, gear, or other wellness essentials. • New Family Bonding. Primary caregivers can take 16 weeks off 100% paid leave, while secondary caregivers can take 4 weeks. Returning to work after bringing home a new child isn’t easy, which is why we’re flexible and empathetic to the needs of new parents.