Account Manager - Investment Consultants

Account Manager - Investment Consultants

Department: Sales

Employment Type: Permanent - Full Time

Location: United States

Compensation: $135,000 - $150,000 / year

Description

Location - Remote US Why Confluence? Over the past several years we have undergone a great deal of positive change and growth to become the company we are today. 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

The Confluence Sales Account Manager is a sales and client relationship professional with 5+ years’ experience working to manage, strengthen and grow SaaS based data and analytics client relationships with leading financial institutions. The NAM Account Manager will work collaboratively with the Head of Account Management to manage a designated group of key client accounts.  The AM will likewise partner with members of the NAM Sales Team to drive new product sales across current client relationships.  It is a great opportunity for you, as a leader, to drive forward our must-have products, developing with us as we evolve through a period of growth.

What skills and experience do I need to succeed?

You will hold 5 years’ + experience within Financial Services/Fintech organisation, with knowledge and exposure within investment management solutions. We are looking for a skilled Account Manager with exceptional written and verbal communication, presentation, and organizational abilities. In this role, you will be responsible for maintaining customers at 'green' status while identifying and capitalizing on opportunities in any untapped areas. 
You must also hold experience selling solutions into Investment Consultants/Advisors.

The ability to network and build relationships with lower, middle, and senior leaders at leading global asset managers, wealth management and insurance providers.    You may have worked as a ‘Account Manager’, ‘Relationship Manager’, 'Account Executive', 'Sales Executive', or 'Sales Specialist'.

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 LocationWe offer flexible working options for all employees. #LI-Remote ValuesWe look for people who align with our 4 values.  IntegrityFace reality with honesty, courage and accountabilityImaginationDeal creatively with challenges and envision what the world could beDisciplineBuild good habits into reflexes which become a part of our lifeServiceCommitted to the success of others
Salary Range: $135,000 to $150,000 annually + any other benefits such as bonus.
 
Upon joining our company, Confluence provides team members and their families with a competitive benefits offering which includes medical, dental, vision, FSA and/or HSA spending accounts, life insurance, disability coverage and generous paid time off. Employees are also able to participate in Confluence’s 401(k) plan, which includes a company-match. Additionally, Confluence offers a discretionary bonus program based upon company and personal objectives. The salary range for this role is benchmarked against market data.  

Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors such as local market conditions and internal equity.

If you would like to find out more about a Career at Confluence, please apply today. Apply