Hybrid Account Manager – Trading

Posted 2 hours ago

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About the role

  • Account Manager enhancing client engagement and retention for the LiquidityBook product at FactSet. Driving customer success strategies and cultivating relationships to exceed client expectations.

Responsibilities

  • Embrace and promote a customer-first culture as an Account Manager on the LiquidityBook team
  • Develop and execute customer success strategies, analyze support data to identify trends
  • Lead Quarterly Business Review (QBR) meetings with clients, capturing comprehensive notes and actionable feedback
  • Implement process or configuration improvements tailored to individual client environments
  • Act as an escalation point for complex client issues, coordinating with internal teams for solutions
  • Monitor and report on key performance indicators (KPIs) and health metrics for accounts
  • Foster a feedback loop between clients and the Front-office Product teams
  • Cultivate strong relationships with key contacts at each client organization

Requirements

  • 5+ years in a client service role focused on front-office trading workflows
  • Meticulous attention to detail in client meeting documentation
  • Deep understanding of customer expectations and a passion for building long-term relationships
  • Ability to positively influence client retention by aligning product knowledge to client objectives
  • Interest or experience in sales, retention, and business growth
  • Exceptional interpersonal and relationship-building skills
  • Strong organizational and project management abilities
  • Outstanding verbal and written communication
  • Creative problem-solver with a track record of delivering results
  • Bachelor's Degree in related field

Benefits

  • Health, life, and disability insurance
  • Retirement savings plans
  • Discounted employee stock purchase program
  • Paid time off for holidays
  • Family leave
  • Company-wide wellness days
  • Flexible work accommodations
  • Career progression planning

Job title

Account Manager – Trading

Job type

Experience level

Mid levelSenior

Salary

$96,000 - $120,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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