Account Manager

Posted 7 Hours Ago
Be an Early Applicant
Newport Beach, CA, USA
In-Office
70K-80K Annually
Junior
Financial Services
The Role
Manage first-year research client accounts by leading onboarding, training, renewals, business reviews, product adoption, retention, and upsell efforts. Build relationships with stakeholders, educate clients on financial data services, collect feedback, and coordinate with Account Management, Customer Success, and New Business teams. The role requires finance or commercial real estate knowledge, strong communication and negotiation skills, and proficiency with Microsoft Office and sales technologies.
Summary Generated by Built In
Position Overview

Green Street seeks highly motivated candidates with relevant work experience, a passion for finance and commercial real estate, and superior academic credentials to join its Account Management team. This Account Manager role will focus on first-year Green Street Research clients, with primary responsibilities that include onboarding and training these accounts, renewing their subscriptions, servicing and educating the client base, and managing relationships with key stakeholders across a book of business. The ideal candidate will create, implement and follow strategies to drive product adoption, increase annual revenue within each account, and actively collect client feedback to grow overall relationships and improve the Green Street brand. Significant collaboration with the Account Management, Customer Success, and New Business teams is expected.

Job Responsibilities
  • Own the full renewal cycle for first-year accounts, from early engagement through contract execution. and ultimately a successful renewal
  • Serve as the primary point of contact for a Core book of first-year Green Street research accounts, building relationships with key stakeholders to drive value
  • Lead structured onboarding for new Green Street subscribers, ensuring clients are effectively trained and integrating Green Street data into their workflows from day one
  • Conduct regular check-ins and business reviews, bringing a consultative perspective rooted in each client's investment goals
  • Actively collect and relay client feedback to internal teams to inform product and service improvements
  • Identify and develop upsell and cross-sell opportunities to increase annual revenue within the existing book
  • Training clients on Green Street’s Research, News and Data & Analytics services, as well as our methodology and web-based platform 
  • Partner closely with the Account Management, Customer Success, and New Business teams to ensure a coordinated account strategy
Candidate Profile
  • Bachelor's degree with high distinction in finance, accounting, real estate, economics, or a related field
  • 2–3 years of experience in account management, sales, or a customer-facing role — ideally within a SaaS, financial data, or financial services environment
  • Superior relationship management skills with a genuine desire to help clients succeed
  • Sales-driven and competitive, with experience negotiating with clients
  • Excellent communication skills, both verbal and written, with well-developed presentation abilities
  • Fundamental understanding of the financial industry, including investment banks, lenders, private equity firms, and hedge funds; familiarity with commercial real estate or REIT markets is a plus
  • Demonstrated commitment to driving product adoption and retention, with a focus on ensuring first-year clients realize measurable value from their Green Street subscription
  • Organized and proactive, with the ability to manage a book of business, flag risks early, and follow through on commitments
  • Proficient in Microsoft Office (Word, Excel, PowerPoint); experience with Salesforce, Gong, and Salesloft is a plus
  • Comfort with AI tools and a willingness to incorporate them into day-to-day workflows, including client outreach, call preparation, and account management
Compensation, Benefits and Work Authorization

In addition to the posted base salary range, this position is eligible for a performance bonus and benefits (subject to eligibility requirements) listed here. Total compensation is based on several factors including, but not limited to, type of position, location, education level, work experience, and certifications. This information is applicable for all full-time positions.Green Street will not sponsor or transfer employment work visas for this position. Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.

Company Overview and EEOC/Diversity

Green Street is a forward-thinking real assets company at the forefront of transforming the commercial real estate market with cutting-edge predictive analytics, data-driven insights, and actionable intelligence. With over 40 years of expertise, Green Street empowers investors, lenders, banks, and industry stakeholders across the U.S., Canada, Europe and Asia to make optimized investment and strategic decisions. To learn more, please visit www.greenstreet.com.


The success of Green Street is directly attributable to the strength of our people. A diverse and inclusive work environment where top talent can thrive, think freely and offer different perspectives makes our insights even stronger. We’re building a company culture where differences are celebrated and valued.


Green Street is an Equal Opportunity Employer

 

Green Street does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.

Pay RangeUSD $70,000.00 - USD $80,000.00 /Yr. Incentive Performance Bonus+ Incentive Performance Bonus

Skills Required

  • Bachelor’s degree with high distinction in finance, accounting, real estate, economics, or a related field
  • 2–3 years of experience in account management, sales, or a customer-facing role
  • Experience in SaaS, financial data, or financial services environments
  • Superior relationship management skills
  • Experience negotiating with clients
  • Excellent verbal and written communication skills
  • Well-developed presentation abilities
  • Fundamental understanding of the financial industry, including investment banks, lenders, private equity firms, and hedge funds
  • Familiarity with commercial real estate or REIT markets
  • Experience driving product adoption and retention
  • Ability to manage a book of business, identify risks, and follow through on commitments
  • Proficiency in Microsoft Word, Excel, and PowerPoint
  • Experience with Salesforce, Gong, and Salesloft
  • Comfort with AI tools and willingness to use them in account management workflows
  • Current authorization to work in the United States without present or future visa sponsorship

Green Street Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Green Street and has not been reviewed or approved by Green Street.

  • Flexible Benefits Flexible time off and hybrid working are highlighted alongside location-specific perks, indicating adaptability to different needs. Feedback suggests employees can access a rounded benefits set that flexes by country and role.
  • Healthcare Strength Highly competitive insurance programs and wellbeing resources are emphasized as part of core coverage. Feedback suggests health benefits serve as a solid foundation of the package.
  • Career-Linked Recognition & Rewards Market-aligned salaries with performance incentives are emphasized, and variable-comp roles are described as attractive when targets are met. Feedback suggests earnings potential can rise meaningfully in sales-oriented positions.

Green Street Insights

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The Company
HQ: Newport Beach, California
820 Employees
Year Founded: 1985

What We Do

Founded in 1985, Green Street is the premier provider of actionable commercial real estate and infrastructure research, news, data, analytics, and advisory services. By combining forward-looking market research, proprietary data, predictive analytics, and expert advisory, Green Street empowers market participants across the U.S., Canada, Europe, Asia, and Australia to make confident, informed decisions. To learn more, please visit www.greenstreet.com. While Green Street offers some regulated products and services, global Research, Data and Analytics products along with Green Street’s global News publications are not provided as an investment advisor nor in the capacity of a fiduciary. Forecasting is an estimation of future events based on market trends in historical data that have proved to provide actionable insights during past market cycles. Green Street makes no representations or warranties as to any future performance of such metrics under any market cycles. Important Green Street Disclosure: www.greenstreet.com/disclosure.

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