Account Manager

Overview

In this role you manage and grow Octus’s subscription relationships with banks and buyside clients, guiding renewals and expanding use of Octus data and analytics. You will own the renewal cycle, target expansion, and drive cross-sell opportunities to meet and exceed your quota. You’ll build deep client knowledge, collaborate with Customer Success and Product teams, and track KPIs to shape relationship strategies. This position offers a chance to influence fintech product adoption and client outcomes in a growing organization.

Pay / Benefits

• competitive health benefits
• matched 401k and pension
• PTO
• generous parental leave
• gym subsidies
• educational reimbursements

Responsibilities

• Manage the renewal cycle for a book of banking or buyside accounts
• Drive expansion opportunities within clients and renewals to target 115%+ net retention
• Identify and close cross-sell opportunities within accounts
• Collaborate with Customer Success to deliver excellent client service and experience
• Coordinate with Product team to suggest product and platform enhancements
• Track and analyze KPIs and product usage to refine relationship strategies

Key requirements

• 3-5+ years in account management selling to buyside or banks
• Experience handling complex institutions with multiple stakeholders
• Deep knowledge of products such as datasets, API feeds, and research
• Proven quota attainment and cross-sell success
• Organized, detail-oriented, able to manage multiple workstreams
• Excellent interpersonal, verbal, and written communication
• Experience with Salesforce
• Hybrid work availability (3 days in office)

• Interpersonal communication
• Organization and multitasking
• Cross-functional collaboration
• Proactive problem-solving
• Salesforce
• Knowledge of datasets and API feeds

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