Account Manager

Posted Yesterday
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New York, NY, USA
Hybrid
Entry level
Analytics • Business Intelligence
The Role
Manage and grow a portfolio of institutional sell-side clients across global financial markets. Responsibilities include relationship management, renewals, retention, upselling, cross-selling, commercial negotiations, account forecasting, and identifying new revenue opportunities. The role requires advising clients on financial data and analytics applications, collaborating with product and go-to-market teams, and representing client feedback internally.
Summary Generated by Built In

 

 Key Responsibilities


ISI Markets is looking for an experienced Sell-Side Account Manager to manage, retain and grow a portfolio of institutional clients across the global financial markets.

This is a commercially focused role with significant opportunity to expand existing relationships and drive adoption of ISI’s market-leading fund flow intelligence, macroeconomic data, research and analytics.

 What you’ll do


  • Own a portfolio of sell-side client relationships, acting as the primary commercial contact.
  • Build trusted relationships across research, strategy, economics, sales & trading, capital markets, quantitative research and data teams.
  • Drive renewals, retention, upsell and cross-sell, identifying whitespace across clients, geographies and use cases.
  • Leverage ISI’s established sell-side relationships to uncover new revenue opportunities and expand adoption across the wider organisation.
  • Partner with Product Sales Specialists and internal teams to develop account strategies and deliver growth.
  • Act as a strategic advisor, helping clients identify new applications for ISI’s data across research, market intelligence, client engagement and capital markets workflows.
  • Proactively manage renewal risk, commercial negotiations and account forecasting.
  • Represent the voice of the client internally, sharing market feedback and opportunities with Product and GTM teams.

 

 Experience & Skills


  • Proven experience in sell-side account management, client success or relationship management, ideally within financial data, SaaS, research or B2B information services.
  • Strong understanding of how investment banks, broker-dealers or research providers use data and analytics.
  • Demonstrated success growing relationships and identifying cross-sell and expansion opportunities within complex financial institutions.
  • Credibility engaging with senior stakeholders including analysts, strategists, economists, quants and sales leaders.
  • Strong commercial mindset with a track record of delivering retention and revenue growth.
  • Excellent communication, presentation and relationship-building skills.
  • Genuine interest in financial markets, investor behaviour, fund flows, capital allocation and macroeconomic trends.
  • Experience with Salesforce and other CRM/reporting tools.
  • Understanding of APIs, data feeds and cloud delivery models is advantageous.
  • Additional languages are desirable.
  • Bachelor's degree (or equivalent) in economics, finance, business, mathematics or a related discipline preferred.

 About ISI Markets Group


ISI Markets Group is a leading provider of data, research and intelligence focused on the world's fastest-growing and highest-potential markets. We provide the intelligence and tools that inform confident strategic, investment and risk decisions for our clients worldwide.

For more information visit isimarkets.com


  Working for Us


ISI Markets is an ambitious and growing group, headquartered in London, with over 750 experts across a network of 20 offices worldwide, serving customers in 70 countries. We ensure that our culture enables our people to have a meaningful and rewarding career chapter with us:


  • Stronger Together: You will be part of a collaborative dynamic global sales team of 150 professionals.
  • Rewarding High Performance: We offer competitive reward and commission structures as well as quarterly sales awards for our highest performers.
  • Inclusive Environment: We believe our diversity is what helps us to win with over 40 nationalities represented amongst our global team.
  • Innovation: We value fresh perspectives and expect our people to contribute and share their views.
  • Career Growth Opportunities: We invest in our people through ongoing training and have a strong track record of promotion from within.
  • Hybrid Working: We promote hybrid working in all of our offices and trust our employees to do their best work irrespective of where they are working.

  Equal Opportunity


ISI Markets is an equal opportunity employer. We are committed to building an inclusive workplace and consider qualified applicants without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, veteran status or any other status protected by applicable law.


#LI-MR1 

Skills Required

  • Proven experience in sell-side account management, client success, or relationship management, ideally in financial data, SaaS, research, or B2B information services
  • Strong understanding of how investment banks, broker-dealers, or research providers use data and analytics
  • Demonstrated success growing relationships and identifying cross-sell and expansion opportunities within complex financial institutions
  • Credibility engaging senior stakeholders, including analysts, strategists, economists, quants, and sales leaders
  • Strong commercial mindset with a track record of delivering retention and revenue growth
  • Excellent communication, presentation, and relationship-building skills
  • Genuine interest in financial markets, investor behavior, fund flows, capital allocation, and macroeconomic trends
  • Experience with Salesforce and other CRM or reporting tools
  • Understanding of APIs, data feeds, and cloud delivery models
  • Additional language proficiency
  • Bachelor's degree or equivalent in economics, finance, business, mathematics, or a related discipline
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The Company
800 Employees
Year Founded: 1992

What We Do

ISI Markets (now branded ISI) provides a proprietary global market-intelligence and data platform for investors, banks, corporations, and other organizations. Its CEIC, EMIS, EPFR, REDD, and iMoneyNet products combine macroeconomic, company, industry, fund-flow, and capital-markets information, research, and analytics. The platform covers more than 200 countries and territories and helps customers evaluate opportunities, understand complex markets, and make informed strategic, investment, and risk decisions.

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