Enterprise Account Manager

Allocator

. Own a book of existing institutional clients after their first year on the platform .

Posted 11/10/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in account management with a focus on retaining and growing enterprise clients, including negotiating renewals and expansions. Possesses strong knowledge of the buy-side market and the ability to quantify client value effectively.

Highest-signal resume keywords

Account ManagementClient RetentionNegotiation SkillsBuy-Side KnowledgeCommercial Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account GrowthRenewal Sales CyclesStakeholder MappingValue ReviewCommercial ProposalsProspectingClosing SalesData Quality ManagementBusiness ReviewsQuantifying Client Value

Soft Skills

Relationship BuildingProblem SolvingCommunication SkillsBuilder's Mindset

Tools & Technologies

Data Analytics SoftwarePortfolio Management Software

Industry Keywords

Institutional ClientsPrivate MarketsHedge FundsCapital MarketsInstitutional InvestorsFunds of FundsSecondaries FundsPension FundsEndowments

About the role

Key responsibilities & impact

Own a book of existing institutional clients after their first year on the platform
Build and maintain senior relationships with COOs, CFOs, Heads of Data, and Investment teams
Secure renewals by running renewal sales cycles from six months out, including value review, stakeholder mapping, commercial proposals, negotiation, and signature
Identify, prospect, and close expansion opportunities for additional products and services
Increase volumes of existing services and grow account values, potentially by 2–4x after initial implementation
Lead regular business reviews covering usage, data coverage, and delivered value
Identify account risks such as usage issues, data quality problems, champion changes, and competitor activity
Run save plans before renewal discussions
Take account handovers from the new business team
Partner with Customer Success and Data to keep delivery on track
Surface product gaps, expansion signals, and competitive intelligence to Product and GTM leadership
Help establish Allocator's early presence in the US market

Requirements

What you’ll need

3+ years as an Account Manager owning a book of existing enterprise clients
Track record of retaining and growing enterprise clients against a number
Experience managing clients spending between $250k and $1m per year
Experience negotiating renewals and expansions with procurement, legal, and finance involved
Strong knowledge of the buy-side, including private markets, hedge funds, capital markets, and institutional investors
Proven record of finding, prospecting, and closing new products or services into existing accounts
Strong commercial and business-case skills, including quantifying client value
Builder's mindset and willingness to shape account management processes
Nice to have: direct experience working with institutional LPs, funds of funds, secondaries funds, pension funds, endowments, or similar allocators
Nice to have: experience with data, analytics, or portfolio management software sold to the buy-side
Nice to have: familiarity with secondaries, fund-of-funds structures, or private markets reporting workflows

Benefits

Comp & perks

Fully remote role
Regular travel to client sites
Equal opportunity employer
Diversity-respecting and inclusive workplace