Account Manager
About the role
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 service
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
Questions about this role
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