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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in account management and client success within financial services, focusing on building strong relationships and driving account growth. Proficient in understanding financial markets and translating client needs into actionable insights.
Highest-signal resume keywords
Account ManagementClient SuccessFinancial Markets UnderstandingB2B Sales ExperienceRelationship-Building Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client Retention StrategiesUpselling TechniquesEnterprise Account ManagementInvestment WorkflowsData AnalysisProduct DemonstrationsRisk MonitoringOnboarding ProcessesFeedback TranslationRevenue Target Achievement
Soft Skills
Excellent CommunicationStrong Organizational SkillsAttention to DetailSelf-Starter AttitudeConfidence with Senior Stakeholders
Tools & Technologies
Financial Data PlatformsResearch ProvidersNews Intelligence Services
Industry Keywords
Financial ServicesB2B SalesInvestment StrategiesEmerging MarketsCredit Analysis
About the role
Key responsibilities & impact- Manage a portfolio of existing institutional clients across investment, advisory, and corporate sectors
- Build strong, long-term client relationships by understanding workflows, investment strategies, and information needs
- Drive account growth through upselling additional products, licenses, and expanded usage
- Ensure high client retention through proactive engagement and value delivery
- Conduct regular client check-ins, training sessions, and product demonstrations
- Act as the voice of the customer internally, feeding insights to product, editorial, and commercial teams
- Collaborate with sales and research teams to support new business opportunities
- Monitor client usage trends and identify risk of churn early
- Support onboarding of new clients and ensure smooth implementation of services
Requirements
What you’ll need- 7+ years of experience in account management, client success, or B2B sales (financial services, data, or SaaS preferred)
- Strong understanding of financial markets, investment workflows, or business intelligence products
- Proven ability to manage and grow enterprise or institutional accounts
- Excellent communication and relationship-building skills
- Commercial mindset with a track record of hitting retention and revenue targets
- Ability to engage confidently with senior stakeholders (analysts, portfolio managers, executives)
- Strong organizational skills and attention to detail
- Experience working with financial data platforms, research providers, or news intelligence services preferred
- Familiarity with emerging markets or credit analysis preferred
- Ability to translate client needs into actionable product feedback preferred
- Self-starter comfortable in a fast-paced, high-growth environment preferred
- Bachelor's degree (or equivalent) in economics, finance, business, mathematics or a related discipline preferred
Benefits
Comp & perks- Competitive reward and commission structures
- Quarterly sales awards for highest performers
- Ongoing training
- Strong track record of promotion from within
- Hybrid working in all offices
- Collaborative dynamic global sales team
- Inclusive environment with over 40 nationalities represented