Install Base Account Manager

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Comply

WebsiteLinkedInAll Job Openings

201 - 500 employees

📋 Compliance

💳 Fintech

☁️ SaaS

Compliance • Fintech • SaaS

Comply is a regulatory compliance technology company (formerly ComplySci and RIA in a Box) that offers an integrated compliance platform and services for financial services firms. The platform provides solutions for employee compliance (trade monitoring, code of ethics, conflicts of interest), firm compliance (compliance calendar, risk assessments, annual review, policy builder), communications & archiving, political contribution and outside business activity monitoring, case management, reporting & analytics, and ComplyAI agentic capabilities (MCP Server) enabling teams to build custom AI agents. Comply serves private funds, wealth management & RIAs, broker-dealers, investment banks, endowments and other financial institutions, and provides services including registration, regulatory filings, managed services, consulting, and education.

📋 Description

• Own and grow a book of existing accounts, with accountability for expansion and client satisfaction • Prospect within your assigned territory to build a healthy pipeline and consistently meet revenue targets • Lead compelling, solution-oriented conversations that connect our product and service offerings to each client's specific challenges • Develop deep familiarity with clients' businesses to identify cross-sell and upsell opportunities • Build and nurture relationships across multiple stakeholders - from compliance officers to C-suite - to become a trusted, long-term partner • Maintain an accurate pipeline and deliver reliable forecasts using Gong and Salesforce CRM • Represent the company at client meetings, industry seminars, and internal sales events to deepen relationships and stay sharp on market trends

🎯 Requirements

• 4+ years of sales or account management experience in a financial services, SaaS, or fintech environment • Demonstrated track record of meeting or exceeding revenue targets over a sustained period • Working knowledge of the regulatory and compliance landscape for investment advisers, hedge funds, private equity and other financial institutions • Ability to learn and articulate a complex solution set quickly, translating technical and regulatory nuance into clear business value • Excellent organizational skills and attention to detail • High degree of self-motivation and comfort with ambiguity • Bachelor's degree in business, finance, or a related field, or equivalent professional experience

🏖️ Benefits

• A reasonable estimate of the base salary range would be $60,000 - $70,000 plus applicable bonus/benefit offerings