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Fintech • News + Entertainment • Software • Database • Financial Services
Manage a small portfolio of investment banking and advisory clients to increase platform adoption, support onboarding, monitor account health, and improve retention. Partner with senior customer success managers on high-priority accounts, create training materials and reports, gather customer feedback, educate users on Octus products and credit markets, and conduct proactive outreach through email, phone, and in-person meetings.
Fintech • News + Entertainment • Software • Database • Financial Services
Manage renewal and expansion of enterprise subscription accounts across the U.S., build long-term stakeholder relationships, hit net retention and quota targets (115%+), coordinate with customer success and product teams, analyze KPIs and product usage to drive upsells and platform enhancements. On-site in New York City.
Fintech • News + Entertainment • Software • Database • Financial Services
The Account Manager is responsible for managing buyside accounts, subscription renewals, upselling, and ensuring excellent client relations and retention.
