Account Manager, Banking & Payments

Location: US (remote)

Datos Insights is seeking an Account Manager to join our growing Sales team and work closely with our Banking & Payments clients. As an Account Manager, you will help grow Datos Insights’ business by retaining existing clients and acquiring new clients via cross-selling additional subscription and consulting services.  

The ideal candidate has a zeal for finding growth! Strong sales process habits, intellectual curiosity and joy in balancing autonomy and group work are all great predictors of success at Datos Insights.  

Datos Insights is an insights and advisory firm providing mission-critical insights on technology, regulations, strategy, and operations to banks, insurers, payments providers, and investment firms—as well as the technology and service providers that support them. 

Comprising former senior technology, strategy, and operations executives as well as experienced researchers and consultants, our experts provide actionable advice to our client base, leveraging deep insights developed via our extensive network of clients and other industry contacts.  

Interested and qualifiedPlease send your resume and cover letter to [email protected]. 

Responsibilities: 

  • Manage and renew contracts across roughly 30 enterprise accounts (potentially more or less based on existing relationship size) 
  • Prospect potential new clients and run sales cycles to generate new subscription and consulting revenue 
  • Achieve activity targets for new sales interactions and client lifecycle touchpoints 
  • Create and facilitate broad and deep client engagement. Create and maintain engagement plans and promote new services, including research 
  • Track service usage and leverage at client business reviews to minimize retention risk and promote new growth opportunities 
  • Plan and participate in client calls and meetings, add notes to the CRM, and coordinate follow up on any action items. Create and edit presentations, spreadsheets, reports, and meeting materials, as needed 
  • Maintain accurate records of sales and account management activity, forecasting data, and client data in the CRM 
  • Run crisp business management practices. Participate in a cadence of forecasting and account planning on a monthly/quarterly/annual basis. Prepare for and participate in internal account management calls to apprise management of client status 

 

Desired experience and capabilities include: 

  • 5+ years of B2B business development and client growth experience  
  • Experience in the financial services industry, selling to IT executives, and a subscription-based sales model are a plus 
  • The ability to engage C-level and senior leadership within client organizations  
  • A track record of overachievement on goals or quotas and unwavering goal attachment 
  • Outstanding written and oral communication skills 
  • Strong project management and organizational skills 
  • Proficiency with Salesforce.com 
  • English fluency, a bachelor’s degree and a willingness to travel up to 20% of the time 

 

Datos Insights is committed to offering a rewarding professional environment. The compensation package includes base salary, incentives, 401(k) with a 6% employer match, flexible time off, and full medical, dental, and vision benefits.  
Datos Insights is an equal-opportunity employer. Datos Insights will never contact you from a domain other than @datos-insights.com, @aite.com, @novarica.com, or @aite-novarica.com.