A high-growth, AI-powered platform transforming investment research is looking for an Account Manager with a background in financial services or consulting to lead client success, adoption, and engagement across enterprise accounts.

Key Responsibilities

• Manage relationships with enterprise and mid-market clients in finance
• Drive customer engagement, renewals, and upsell opportunities
• Advise clients on integrating AI insights into investment workflows
• Collaborate with Product, Sales, and Engineering to align on client needs
• Use analytics to improve adoption and reduce churn
• Capture feedback to inform product development

What We’re Looking For

• MBA from a top-tier institution (mandatory)
• 1–2 years of post-MBA experience in financial services, consulting, or fintech
• Knowledge of capital markets, investment research, and financial modeling
• Strong communication skills and stakeholder management experience
• Analytical, hands-on, and comfortable in a fast-paced startup environment
• Familiarity with CRM, analytics, and customer success tools