Account Manager

HOW TO APPLY

Click the "Easy Apply" button above and upload your resume.

ABOUT FINSIGHT

FINSIGHT is a New York–based fintech company focused on transforming the way capital markets operate. We develop technology and deliver data solutions that empower leading investment banks, Fortune 1000 companies, and investors to accelerate data-driven decision-making across equity, debt, M&A, and corporate finance transactions.

Headquartered in Midtown Manhattan, FINSIGHT maintains a global presence with offices in London, Miami, Toronto, Hong Kong, Singapore, and Metro Manila. Founded in 2013, the firm is privately held, employee-owned, and consistently profitable.

ROLE OVERVIEW

We are seeking a dynamic, self-motivated, and intellectually curious professional to support the continued growth of our CreditFlow product . This role will focus on client retention and new business development across the U.S. market.

Key responsibilities include maintaining regular engagement with clients, providing product updates, managing renewals, coordinating meetings with key stakeholders, and delivering product demonstrations. Over time, the role will expand to include direct sales responsibilities across both existing and prospective accounts.

This position reports to the Head of Capital Markets Data & Research and ultimately to the President, with close collaboration across the broader sales organization.

Candidates who excel in critical thinking, relationship-building, and fast-paced environments are encouraged to apply for this role.

Responsibilities

• Manage the renewal process for existing clients, including outreach, contract negotiation, and execution
• Maintain and grow relationships with current clients through regular meetings, events, and product updates, with a focus on upselling and cross-selling opportunities
• Schedule and conduct product demonstrations via web, phone, and in-person meetings
• Lead and support client and prospect presentations, effectively communicating the value proposition of the CreditFlow platform
• Manage the full sales lifecycle, from initial prospecting through contract execution
• Oversee client onboarding and deliver ongoing product training
• Provide real-time market feedback to inform product development initiatives
• Respond promptly to client inquiries and coordinate with internal teams as needed
• Maintain accurate and up-to-date records in the CRM system, including notes, next steps, and client interactions
• Develop a deep understanding of FINSIGHT’s product suite, client workflows, and use cases
• Prepare for and represent FINSIGHT at industry conferences, including pre-event outreach and meeting coordination

WHAT YOU BRING

Hard Skills

• Minimum 1–2 years of experience in account management and/or sales
• Experience engaging directly with clients or prospects (e.g., cold outreach, email campaigns)
• Strong written and verbal communication skills
• Proficiency in Google Workspace and Microsoft Office Suite

Soft Skills

• Strong client-focused mindset
• Highly self-motivated, organized, and goal-oriented
• Exceptional attention to detail
• Ability to work independently while contributing to a team environment
• Strong sense of ownership and follow-through
• Effective time management and prioritization skills
• Proven ability to build and maintain strong client relationships

LOCATION

*This is an in-office position

• Midtown Manhattan

COMPENSATION

• Base Salary: $66,500 to $72,000 annually
• OTE: $93,500 to $99,000

BENEFITS

• 3-weeks of paid time off; 1-week paid sick leave
• Comprehensive medical, dental, vision, and life insurance
• 401(k)
• Fully stocked snack room