Senior Account Manager at Confluence

Job description

Location - United States Why Confluence? At Confluence, we’ve always been driven by a commitment to innovation, precision, and partnership in the investment data space. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure to other countries and cultures. And it stands to reason that none of this would have been possible without the hundreds of hard-working employees who work at Confluence. More about the role & team We’re hiring a Senior Sales Account Manager to own and grow a portfolio of enterprise clients across investment consulting firms in the US. This role focuses on expanding existing relationships by embedding Confluence’s platform within client workflows across data, reporting, and analytics. You will work across complex client environments, engaging stakeholders from analysts through to senior decision makers, and identifying opportunities to drive long term revenue growth. Why work for us • Our platform is trusted by many of the world’s leading investment consulting firms • You’ll manage high value, enterprise consultant relationships, not transactional accounts • You’ll sell a platform embedded in critical client workflows, not standalone products • You’ll work across complex stakeholder environments, from operational users to senior leaders • You’ll have ownership of account strategy, pricing, and revenue expansion • You’ll operate within a specialist and less saturated area of financial services, working closely with investment consultants What skills and experience do I need to succeed? Essential Requirements • Experience working with investment consulting firms, either selling into them, managing them as clients or working for them directly • Knowledge of portfolio analytics, performance measurement, risk, or reporting solutions used by investment consultants and institutional investors • Experience managing enterprise client relationships within financial services • Proven ability to drive revenue growth across existing accounts (renewals, upsell, cross sell, pricing) • Experience selling or managing platform or workflow based solutions, not standalone products • Ability to navigate complex, multi‑stakeholder client environments, from analysts to senior decision makers Desirable Requirements • Background within an investment consulting firm • Experience with financial data, reporting, or analytics platforms • Experience selling across multiple solutions within a broader platform • Network within investment consulting or wider financial services What do we offer? Confluence offers generous benefit packages for team members. As a growing, global organization, we are always looking for ways to ensure that our employees can access benefits that matter to them and their families. This includes: 🕚 Generous Time Off packages including additional half days with each public holiday in your location. 🌎 Global Career Development opportunities 🎊 Social Events 💵 Referral Bonus scheme - Upto $3,000 per successful referral 🚀 Plus many more! More about the Location We offer flexible working options for all employees. Travel to locations such as Chicago, Boston, and Atlanta will be key, therefore candidates in these locations and in the North East of the US will be preferred. #LI-Remote Values We look for people who align with our 4 values. Integrity Face reality with honesty, courage and accountability Imagination Deal creatively with challenges and envision what the world could be Discipline Build good habits into reflexes which become a part of our life Service Committed to the success of others If you would like to find out more about a Career at Confluence, please apply today. If you believe that this job posting is noncompliant, please email us at recruitment@confluence.com . Pre-Employment Screening Disclaimer As part of our recruitment process, we carry out identity checks on all candidates. Offers of employment are conditional upon the completion of satisfactory background checks prior to the commencement of work. These checks may include verification of identity, right to work in the UK, employment history, and other relevant pre-employment screening. Please note that additional checks may be required depending on the nature of the role and the jurisdiction in which the role is based or operates. These may include, but are not limited to, criminal record checks or financial background checks where applicable.

Requirements

Must-haves

Location - United States
Why Confluence?
More about the role & team
We’re hiring a Senior Sales Account Manager to own and grow a portfolio of enterprise clients across investment consulting firms in the US.
Why work for us
Our platform is trusted by many of the world’s leading investment consulting firms
You’ll manage high value, enterprise consultant relationships, not transactional accounts
You’ll sell a platform embedded in critical client workflows, not standalone products
You’ll work across complex stakeholder environments, from operational users to senior leaders
You’ll have ownership of account strategy, pricing, and revenue expansion
You’ll operate within a specialist and less saturated area of financial services, working closely with investment consultants
What skills and experience do I need to succeed?
Essential Requirements
Experience working with investment consulting firms, either selling into them, managing them as clients or working for them directly
Knowledge of portfolio analytics, performance measurement, risk, or reporting solutions used by investment consultants and institutional investors
Experience managing enterprise client relationships within financial services
Proven ability to drive revenue growth across existing accounts (renewals, upsell, cross sell, pricing)
Experience selling or managing platform or workflow based solutions, not standalone products
Ability to navigate complex, multi‑stakeholder client environments, from analysts to senior decision makers
Desirable Requirements
Background within an investment consulting firm
Experience with financial data, reporting, or analytics platforms

Nice-to-haves

Referral Bonus scheme - Upto $3,000 per successful referral
We offer flexible working options for all employees. Travel to locations such as Chicago, Boston, and Atlanta will be key, therefore candidates in these locations and in the North East of the US will be preferred.

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