Account Manager – Sell-Side

🕒 September 1

🏢🏡 New York City – Hybrid

💵 $100k - $125k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

Where this job comes from

Posted on CMG (Capital Markets Gateway)'s careers page ↗CMG (Capital Markets Gateway)'s careers page, not through a job board

First seen by Remote Rocketship September 1

Still open on CMG (Capital Markets Gateway)'s site. Checked 6 hours ago.

Apply Now
Logo of CMG (Capital Markets Gateway)

CMG (Capital Markets Gateway)

WebsiteLinkedIn

51 - 200 employees

Founded 2017

💼 Consulting

📦 Logistics

💳 Fintech

Consulting • Logistics • Fintech

CMG (Capital Markets Gateway) is a pioneering company in the field of capital markets, focusing on enhancing efficiencies in Equity Capital Markets (ECM) through technology. Their platform connects buy-side and sell-side participants, providing workflow management and data intelligence solutions. CMG offers tools such as real-time order book building, trade processing integration, analytics, and event tracking. Trusted by leading asset managers and underwriters, CMG aims to improve decision-making and streamline processes across the primary issuance market, facilitating a more efficient capital formation process that promotes job creation and economic growth.

📋 Description

• Retain and grow a portfolio of assigned sell-side clients to meet and surpass quarterly and annual quotas • Hit a new business quota based on a set territory of prospects • Drive customer engagement and establish champion users across client accounts • Identify customer expansion opportunities and churn risks • Prospect daily for new business • Meet with clients quarterly to define expectations and ensure CMG provides value to their ECM process • Develop an in-depth understanding of clients’ buying processes, key players, and approval processes • Record calls, meetings, and emails in CMG’s CRM system • Forecast upcoming renewals and growth opportunities monthly • Collaborate with Customer Success to provide customer success • Ensure timely renewals with consistent growth • Provide product feedback, customer sentiment, and industry trends to internal teams • Partner with Marketing to develop and deliver collateral supporting growth and adoption initiatives

🎯 Requirements

• At least 2+ years of prior account management and/or customer success experience, preferably within FinTech or SaaS • Experience with data analytics & collaboration tools including Excel, MixPanel, Slack, HubSpot, and business intelligence platforms • Highly proficient in communication and presentation skills with the ability to effectively adjust communication to the target audience (ECM, Syndicate, Cash Equities, etc.) • Capital Markets experience with Investment Bank and/or Investment Management a strong advantage • Previously managed the renewal process for assigned portfolio of accounts to hit quota • B.S. or B.A. in Business Management, Finance, Economics, or similar study • Entrepreneurial mindset and a ‘can-do’ attitude • Authorization to work in the U.S. indicated by employer participation in E-Verify

🏖️ Benefits

• Comprehensive benefits program (Medical, Dental & Vision) • Equity • 401k company match • Flexible Spending & Health Savings Account • Unlimited PTO • Hybrid work environment • Education reimbursement • Continuous learning opportunities • Life insurance • Employee referral bonus • Parental leave

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