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OctusOctus

Account Manager

Manages and grows subscription relationships with banking and buyside clients through renewals, expansion, and cross-selling. The role requires 3–5+ years of account management experience, strong stakeholder and quota-management skills, Salesforce experience, and hybrid availability.

About the job

Responsibilities

  • Manage all aspects of the renewal cycle for Octus’ subscription relationships across a book of banking or buyside accounts.
  • Manage key client interactions, focusing on account expansion opportunities and subscription renewals targeting 115%+ net retention.
  • Build strong knowledge of the client base to identify and close cross-sell opportunities and achieve quota.
  • Collaborate with Customer Success to deliver excellent client service and customer experience.
  • Coordinate with the Product team to identify opportunities for product and platform enhancements.
  • Track and analyze KPIs and product usage to determine appropriate relationship-management strategies.

Requirements

  • 3–5+ years of progressive experience in account management selling to buyside firms or banks; experience working in credit is preferred.
  • Ability to manage complex institutions involving multiple teams and stakeholders.
  • Proven ability to develop deep knowledge of complex product suites, including datasets, API feeds, and research.
  • Proven success hitting quota and executing cross-sell opportunities.
  • Organized and detail-oriented, with the ability to prioritize, respond quickly, and manage multiple ongoing workstreams.
  • Excellent interpersonal, verbal, and written communication skills.
  • Experience with Salesforce required.
  • Ability to work a hybrid schedule, with three days in the office per week.

Benefits

  • Competitive health benefits.
  • Matched pension plans.
  • Paid time off.
  • Generous parental leave.
  • Gym subsidies.
  • Educational reimbursements for career development.
  • Recognition programs.

Skills

Salesforce, Account Management, Subscription Renewals, Cross-Selling, Quota Management, Customer Success, Kpi Analysis, Product Usage Analytics, Api Feeds, Datasets, Credit Markets, Stakeholder Management

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