Account Manager

Role Overview

We are seeking a commercially driven and client-focused Account Manager (AM) to manage, grow, and retain a portfolio of institutional clients. You will act as the primary point of contact for clients, ensuring they derive maximum value from REDD's products while identifying opportunities for upsell, cross-sell, and long-term partnership growth.

Key Responsibilities

• Manage a portfolio of existing institutional clients across investment, advisory, and corporate sectors
• Build strong, long-term client relationships by understanding their workflows, investment strategies, and information needs
• Drive account growth through upselling additional products, licenses, and expanded usage
• Ensure high client retention through proactive engagement and value delivery
• Conduct regular client check-ins, training sessions, and product demonstrations
• Act as the voice of the customer internally, feeding insights to product, editorial, and commercial teams
• Collaborate with sales and research teams to support new business opportunities
• Monitor client usage trends and identify risk of churn early
• Support onboarding of new clients and ensure smooth implementation of services

Requirements

• 2–5+ years of experience in account management, client success, or B2B sales (financial services, data, or SaaS preferred)
• Strong understanding of financial markets, investment workflows, or business intelligence products
• Proven ability to manage and grow enterprise or institutional accounts
• Excellent communication and relationship-building skills
• Commercial mindset with a track record of hitting retention and revenue targets
• Ability to engage confidently with senior stakeholders (analysts, portfolio managers, executives)
• Strong organizational skills and attention to detail

Preferred Attributes

• Experience working with financial data platforms, research providers, or news intelligence services
• Familiarity with emerging markets or credit analysis
• Ability to translate client needs into actionable product feedback
• Self-starter comfortable in a fast-paced, high-growth environment

What We Offer

• Exposure to leading global financial institutions and decision-makers
• Opportunity to shape client strategy and product direction
• Collaborative, high-performance team culture
• Competitive compensation and performance-based incentives
• Career growth opportunities within a specialized financial intelligence business