Director, Account Management

Location:

NYC Preferred, Boston/Chicago or Remote

Reports to:

Senior Director, Account Management

About the Role

The Financial Services High Growth team manages a large, rapidly expanding portfolio of Enterprise and Mid-Market clients, including hedge funds, private equity firms, and investment banks. We are looking for a Director to lead this team of 8-10 Account Managers and serve as the architect for how we scale the segment with discipline.

In this high-impact role, you will move beyond day-to-day management to build the "operating system" that enables predictable growth across renewals, expansion, and adoption. You will partner closely with Sales, Customer Success, and Product to drive commercial outcomes while bringing clarity, structure, and accountability to a fast-moving, high-stakes environment.

Who You Are

* Experienced Leader: 10+ years of experience in sales, account management, or client success, with 3+ years of direct people management experience in SaaS.

* Financial Services Fluency:
You possess deep industry knowledge and are comfortable speaking the language of hedge funds, private equity firms, and investment banks. Prior experience in the Financial Services sector is strongly preferred.

* Metrics-Driven & Systems-Oriented:
You have a track record of improving forecast accuracy and team accountability through data.

* Hands-On Coach:
You balance empathy with high expectations, measuring success by outcomes rather than activity.

* Commercially Fluent:
You are comfortable engaging senior client stakeholders and leading complex commercial negotiations with confidence.

* Resilient:
You are proven in operating under pressure, making decisions with incomplete information, and prioritizing relentlessly.

What You'll Do

* Leadership & Team Development

* Talent & Execution Excellence:
Recruit, develop, and retain top performers while raising the bar on commercial execution through hands-on coaching, deal inspection, and renewal reviews.

* Outcome-Driven Accountability:
Foster a high-performance culture that measures success by commercial outcomes rather than activity, ensuring the team operates with the urgency and precision required to scale.

* Commercial Strategy & Operations

* Commercial Authority & Strategy:
Act as the ultimate owner of renewal outcomes, guiding the team through complex commercial decisions and deal structuring while identifying churn risks to prioritize the right opportunities.

* Operational Discipline at Scale:
Establish rigor across forecasting and pipeline visibility while building scalable account management motions that allow the business to grow predictably without sacrificing quality.

* Sales & Cross-Functional Alignment

* Unified Commercial Execution:
Strengthen the partnership between Account Managers and Account Executives across renewals and account planning.

* Executive Leadership:
Serve as the senior escalation point for complex renewals, high-stakes negotiations, and executive-level client conversations.

* What Success Looks Like After 12 Months:

* Predictable Revenue Precision:
You have established a culture of rigor where renewals are forecasted accurately 90+ days out, shifting the team from reactive "saves" to proactive NRR growth.

* Unified Account Strategy:
You have eliminated friction between Sales and AMs, executing co-authored account plans that drive multi-threaded engagement.

* From "Seats" to "Strategy":
You have coached the team to evolve from transactional seat-selling to value-based consulting, transforming platform adoption into critical workflow dependence.

* A Culture of Mastery:
You have built a bench of top-tier talent where deal reviews and role-plays are standard practice, directly translating to higher GRR and NRR.