Teams at FE fundinfo

Manage a portfolio of UK wealth-sector key accounts, serving as the primary relationship contact. Develop strategic account plans, lead business reviews, identify cross-sell opportunities, maintain Salesforce pipelines, negotiate renewals, and communicate client feedback to internal teams. The role focuses on retaining and growing enterprise relationships while influencing senior stakeholders and supporting clients across the investment industry.

Prospect new clients through outbound calls, emails, LinkedIn, and inbound inquiries. Generate leads, qualify opportunities, book meetings, deliver tailored pitches, handle objections, meet activity targets, and maintain accurate CRM records. The role includes structured onboarding, coaching, and collaboration with senior BDRs in a hybrid London office environment.

Own a portfolio of asset management and distribution clients using Data Mastering products. Guide onboarding, build long-term relationships, monitor usage, identify value-enhancement opportunities, and represent client needs internally. Coordinate with product, operations, and data strategy teams to inform the development roadmap. The role requires fund industry or B2B client success experience, strong communication skills, Salesforce and Excel proficiency, analytical ability, and comfort using AI tools.