The Role
Serve as primary client contact for a portfolio of banking and credit union clients. Deliver research insights, drive renewals and upsells, collaborate with research teams to translate data into recommendations, and grow account revenue while maintaining strong stakeholder relationships.
Summary Generated by Built In
Join a Company That Makes Culture a Priority.
Rivel is currently seeking a talented, self-assured Account Manager, Banking Client Growth to join our Rivel Banking Research division in a fully remote or hybrid capacity, if local to Westport, CT.
About Us
Rivel uses a data-driven approach to give banks and credit unions a deeper understanding of their customers’ and prospective customers’ key decision drivers. Rivel Banking Research conducts over 200,000 interviews annually to clarify business and banking consumers’ experiences and pain points among all local financial institutions, measuring over 90 perception metrics. With the capability to target that information down to the zip code, Rivel helps financial institutions increase their market share, create effective messaging and focus on the right products to drive brand awareness and growth. As a full-service market research firm for financial institutions, Rivel Banking Research provides custom support for clients including focus groups, product development studies and competitive benchmarking.
About You
As a client-facing, relationship-driven professional, you excel at building long-term partnerships and delivering measurable value. In this role, you will serve as a relationship lead, sharing data and insights to meet client expectations. You will expand client accounts through regular conversations and a strategic understanding of their growth and analytic needs. You bring a customer success mindset to every relationship, providing proactive guidance, supporting client value and thriving in a commission-based environment. You are confidently leading renewal conversations and driving revenue growth within existing accounts. Collaboration with internal partners will also be key to ensuring a seamless, high-quality client experience.
PRIMARY RESPONSIBILITIES:
REQUIREMENTS:
The range of base compensation for this position is a minimum of $72,000 to a maximum of $82,000, with opportunity for sales commission. Compensation for any employee in this position is adjusted based on skill, effort, responsibility, education, training, credentials, geographic location, working conditions and/or experience.
Rivel is currently seeking a talented, self-assured Account Manager, Banking Client Growth to join our Rivel Banking Research division in a fully remote or hybrid capacity, if local to Westport, CT.
About Us
Rivel uses a data-driven approach to give banks and credit unions a deeper understanding of their customers’ and prospective customers’ key decision drivers. Rivel Banking Research conducts over 200,000 interviews annually to clarify business and banking consumers’ experiences and pain points among all local financial institutions, measuring over 90 perception metrics. With the capability to target that information down to the zip code, Rivel helps financial institutions increase their market share, create effective messaging and focus on the right products to drive brand awareness and growth. As a full-service market research firm for financial institutions, Rivel Banking Research provides custom support for clients including focus groups, product development studies and competitive benchmarking.
About You
As a client-facing, relationship-driven professional, you excel at building long-term partnerships and delivering measurable value. In this role, you will serve as a relationship lead, sharing data and insights to meet client expectations. You will expand client accounts through regular conversations and a strategic understanding of their growth and analytic needs. You bring a customer success mindset to every relationship, providing proactive guidance, supporting client value and thriving in a commission-based environment. You are confidently leading renewal conversations and driving revenue growth within existing accounts. Collaboration with internal partners will also be key to ensuring a seamless, high-quality client experience.
PRIMARY RESPONSIBILITIES:
- Own and independently manage a sizable portfolio of banking and credit union client relationships as the primary point of contact
- Build strong client partnerships through proactive communication, timely delivery of relevant research and clear, value-added insights that address key business needs and priorities
- Collaborate with the research team and consultants to translate research insights and data into clear recommendations that support client decision-making
- Grow account revenue through upsell and expansion opportunities within your book of business
- Own the renewal process, including timing, positioning, and proposal through regular client communication
- Build strategic relationships with key client stakeholders across your client book to strengthen long-term partnerships and retention
REQUIREMENTS:
- Bachelor’s degree or equivalent
- Minimum 2 years of experience in account management, client success or consultative sales roles
- Proven ability to own and grow a book of business, with revenue accountability
- Strong communication and relationship-building skills, including experience working directly with senior-level clients
- Ability to translate research, data or insights into clear business recommendations, in collaboration with colleagues
- Commercial mindset with comfort leading renewal and expansion conversations
- Highly organized with the ability to manage multiple client relationships independently
- Proficiency with MS Office and comfortable working through modern database and communication systems
- Alignment with Rivel’s core values
The range of base compensation for this position is a minimum of $72,000 to a maximum of $82,000, with opportunity for sales commission. Compensation for any employee in this position is adjusted based on skill, effort, responsibility, education, training, credentials, geographic location, working conditions and/or experience.
Skills Required
- Bachelor's degree or equivalent
- Minimum 2 years of experience in account management, client success or consultative sales roles
- Proven ability to own and grow a book of business, with revenue accountability
- Strong communication and relationship-building skills, including experience working directly with senior-level clients
- Ability to translate research, data or insights into clear business recommendations, in collaboration with colleagues
- Commercial mindset with comfort leading renewal and expansion conversations
- Highly organized with the ability to manage multiple client relationships independently
- Proficiency with MS Office and comfortable working through modern database and communication systems
- Alignment with Rivel's core values
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The Company
What We Do
As data-driven management consultants, Rivel helps management teams and boards improve valuation, mitigate risk and drive performance. Since 1991, Rivel has been advising management teams and boards on how aligning attitudes and behaviors of key stakeholders (Employees, Customers and Shareholders) can make the difference between success and failure in their business. Our rapidly growing client list includes some of the largest publicly traded companies in the world across all industries including 50% of the S&P 500 and 20% of the FTSE 100. Rivel has 4 Main Solutions: • TrendLign – Perception research conducted within the investment community, management, board of directors and employees. • StoryLign – Strategic investor communications and investor days (messaging, design, coaching and logistics). • GuideLign Intelligence Council and Advisory – Investor communications best practices and customized advisory. • Governance and Sustainability – Board evaluations, ESG advisory, materiality assessments and corporate governance best practices.
