Licensing and Account Manager

Job Description

Job Description

Position Overview

The Licensing & Account Manager is the day-to-day relationship owner for a portfolio of CT Plan subscribers. The role is responsible for onboarding new subscribers, running renewal cycles, processing entitlement and usage changes, resolving licensing and policy questions, and ensuring that every subscriber in the portfolio operates within the CT Plan's published licensing framework.

This is a consultative, customer-facing role that requires deep expertise in capital-markets data usage and CT Plan policy. The Licensing & Account Manager partners with Operations, Finance, Legal, and the Pricing & Policy Manager to ensure consistent, fair, and transparent administration of subscriber relationships.

DataCT operates under the independence, governance, and transparency framework established in the CT Plan and the Administrator RFP. All staff are expected to uphold the independence of the Administrator function, avoid actual or perceived conflicts of interest, and support the governance reporting obligations of the Operating Committee of CT Plan LLC.

Core Responsibilities

Portfolio Ownership and Subscriber Relationships

• Own a portfolio of CT Plan subscriber accounts across onboarding, renewals, and ongoing servicing.

• Serve as the primary point of contact for assigned subscribers and coordinate internal resources on their behalf.

• Conduct regular account reviews (QBRs/EBRs) and maintain documented account plans.

• Capture voice-of-customer input and route structured feedback to the Head of L&RM, Pricing & Policy, and Product/Technology.

Licensing, Policy, and Entitlement Administration

• Translate subscriber business practices into correct CT Plan entitlements, reporting obligations, and fee categories.

• Administer entitlement changes, adds/moves/changes, and exception requests consistent with published policy.

• Resolve licensing and policy interpretation questions in coordination with the Pricing & Policy Manager and Legal.

• Support policy rollouts and communicate impact to assigned subscribers on cadence.

Billing, Revenue Assurance, and Dispute Resolution

• Support invoicing accuracy and usage declarations for assigned accounts.

• Coordinate dispute resolution with Finance, Operations, and Legal.

• Partner with Licensing Audit on remediation and recovery outcomes.

Data Hygiene and Documentation

• Maintain CRM hygiene, account documentation, and audit-ready records for assigned accounts.

• Contribute to the knowledge base with reusable playbooks, case summaries, and policy-interpretation notes.

Cross-Functional Collaboration

• Partner with Operations, Communications, Finance, and Legal to deliver a consistent subscriber experience.

• Contribute to onboarding collateral, training, and renewal playbooks.

Key Performance Indicators

• Renewal rate and expansion rate within assigned portfolio.

• Time-to-value at onboarding; NPS/CSAT for assigned subscribers.

• Accuracy of entitlements vs. actual usage.

• Dispute cycle time; recovery realization.

• CRM data-quality and documentation completeness.

Qualifications

• Five or more years in market-data account management, subscriber services, or commercial licensing roles.

• Strong working knowledge of exchange and SIP licensing, usage reporting, and industry norms.

• Demonstrated customer-facing capability and executive communication skills.

• Bachelor's degree required; specialized market-data or licensing training a plus.

Skills and Competencies

• Consultative account management; structured discovery and requirements gathering.

• Policy interpretation and audit-ready documentation.

• Negotiation and dispute resolution.

• Analytical fluency: Excel/Sheets, BI tools, CRM reporting.

• Clear written and verbal communication.

Tools and Systems

• CRM (Salesforce, HubSpot), CS platforms (Gainsight), CLM (Ironclad, DocuSign CLM), knowledge bases (Confluence, Notion), BI (Power BI, Tableau), ticketing/project tools (Jira, Asana).

Location Requirement

This position requires regular, in-person physical presence at DataCT's principal offices in New York City. DataCT's core staff, CT Plan stakeholders, SIP Processors, auditors, and principal service providers are concentrated in the New York metropolitan area, and on-site collaboration is essential to the Administrator function.

Compensation and Benefits

• Base Salary Range - $122,000-143,000 (commensurate with experience, qualifications, skills, education, internal equity, and market data).

• Eligible for performance-based incentives consistent with the role level.

• Compensation is set in accordance with the DataCT Resourcing Experience and Expertise Classification Framework.

• Full benefits package including medical, dental, vision, 401(k) with employer match, life insurance, disability coverage, and paid time off.

Reporting Structure

Reports to: Head of Licensing & Relationship Management

About DataCT

DataCT LLC is a Delaware limited liability company headquartered in New York, New York, formed as a single-purpose, independent, member-owned entity to serve as the Administrator of the U.S. Consolidated Tape Plan (the CT Plan). DataCT LLC is responsible for the unified administration of Tapes A, B, and C under the CT Plan, acting on behalf of CT Plan LLC under the Administrator mandate. DataCT is currently engaged under an Interim Services Agreement and is transitioning to the definitive Administrator Services Agreement with CT Plan LLC. The organization is building toward a full operating state of approximately 25 employees and is expected to be fully operational by April 2027.

Equal Opportunity

DataCT LLC is an Equal Opportunity Employer. DataCT is committed to building a diverse and inclusive workforce and does not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, and related conditions), sexual orientation, gender identity or expression, national origin, age, disability, genetic information, military or veteran status, marital or familial status, citizenship or immigration status, or any other characteristic protected by applicable federal, state, or local law.

DataCT LLC is committed to building a diverse, accountable, and independent organization in service of the CT Plan, its Operating Committee, and the broader U.S. market-data community. The Licensing and Account Manager is a key contributor to that mission.

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