The Role
Manage a portfolio of existing clients to ensure retention and renewals, act as primary client contact, coordinate internal teams for delivery, monitor product usage, forecast account metrics, identify upsell opportunities, and maintain strong client relationships through proactive communication and face-to-face engagement.
Summary Generated by Built In
About Us:
OptionMetrics, headquartered in New York, NY. is a dynamic and innovative technology company, a trusted provider of financial information and research derived from the option markets. We are at the forefront of developing solutions that empower businesses. Our commitment to excellence, coupled with a collaborative, forward-thinking culture, has made us the preferred choice for top-tier talent. Our data and analytics models are utilized by over 350 investment banks, hedge funds, asset management firms, and academic institutions globally, solidifying our position as a leader in the industry.
We are looking to expand our Sales Team with the addition of a full-time Account Manager. Account Manager responsibilities include developing long-term relationships with a robust portfolio of clients, connecting with key business executives and stakeholders, and serving as the primary point of contact for contract renewals and client retention. Account Managers liaise between clients and cross-functional internal teams to ensure the timely and successful delivery of our solutions according to client needs. The focus of this role will be on building relationships with existing accounts.
Note: This position requires working on-site at our NYC location in a hybrid capacity.
What You'll Do:
- Act as the face of the business and initial contact for clients' questions or issues
- Work with Senior Account Managers to enhance revenue retention and build relationships with clients – proactively identifying and taking measures to mitigate risk to ensure clients are satisfied and prepared to renew their contracts
- Intimately understand your clients' contracts and track renewals (including mid-term adjustments) to ensure clients are seeing a return on their investment
- Become a deeply engaged, strategic partner to ensure accounts are being retained
- Forecast and track key account metrics
- Keep current clients satisfied and deliver exceptional client service daily
- Help identify opportunities to grow and upsell current accounts
- Engage in facetime with clients
- Monitor and analyze clients' usage of our product
- Update job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations
- Liaise between the client and internal teams
Skills You'll Need:
- 2 – 5 years of proven account management or other relevant experience
- A passion for growing and maintaining existing client accounts
- Knowledge of financial markets is a must! Knowledge of Options is a plus
- Ability to adhere to deadlines, delivering on time while prioritizing among competing tasks
- Proven ability to manage multiple projects with a keen attention to detail
- Exceptional verbal and written communications skills
- Excellent listening, negotiation, and presentation skills
- Natural relationship builder with integrity, reliability, and maturity
- Self-motivated and able to thrive in a results-driven environment
- Proficient with Microsoft Office Suite, and CRM software (Sugar CRM preferred)
- Bachelor’s Degree in Finance, Economics, or similar major
What We Offer:
- A collaborative environment where everyone's input makes a difference
- Paid time off: Vacation, Personal, Sick days, and Holidays
- Pre-tax commuter benefits (NJT, MTA, etc.) and 401k plan offered
- Full medical and dental insurance coverage for employee
- A bright, open office in Midtown Manhattan near Columbus Circle and steps from Central Park with a great view of Times Square
OptionMetrics is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Further, OptionMetrics will not discriminate against applicants for inquiring about, discussing or disclosing their pay or, in certain circumstances, the pay of their co‐worker, Pay Transparency Nondiscrimination .
If you need a reasonable accommodation for any part of the employment process, please contact us by email and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address.
Skills Required
- 1-3 years proven account management or relevant experience
- Bachelor's Degree in Finance, Economics, or similar
- Knowledge of financial markets
- Knowledge of Options
- Proficient with Microsoft Office Suite
- Experience with CRM software
- Experience with Sugar CRM
- Exceptional verbal and written communication skills
- Excellent listening, negotiation, and presentation skills
- Ability to manage multiple projects, meet deadlines, and prioritize tasks
- Self-motivated and results-driven with strong relationship-building skills
- Willingness to work on-site in NYC in a hybrid capacity and engage in face-to-face client meetings
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
OptionMetrics is the leading provider of historical implied volatility, greeks, and option pricing data for the US, Europe, and Asia-Pacific markets. IvyDB is the premier source of implied volatility and the industry standard for options research databases.
