Note: The job is a remote job and is open to candidates in USA. Confluence is a leading global technology solutions provider in the investment management industry, committed to innovation and partnership. They are hiring a Senior Sales Account Manager to manage and grow relationships with enterprise clients in the investment consulting sector, focusing on driving revenue growth and embedding their platform within client workflows.

Responsibilities

• Own and grow a portfolio of enterprise clients across investment consulting firms in the US
• Expand existing relationships by embedding Confluence’s platform within client workflows across data, reporting, and analytics
• Work across complex client environments, engaging stakeholders from analysts through to senior decision makers
• Identify opportunities to drive long term revenue growth
• Manage high value, enterprise consultant relationships
• Sell a platform embedded in critical client workflows
• Have ownership of account strategy, pricing, and revenue expansion
• Operate within a specialist and less saturated area of financial services, working closely with investment consultants

Skills

• Experience working with investment consulting firms, either selling into them, managing them as clients or working for them directly
• Knowledge of portfolio analytics, performance measurement, risk, or reporting solutions used by investment consultants and institutional investors
• Experience managing enterprise client relationships within financial services
• Proven ability to drive revenue growth across existing accounts (renewals, upsell, cross sell, pricing)
• Experience selling or managing platform or workflow based solutions, not standalone products
• Ability to navigate complex, multi‑stakeholder client environments, from analysts to senior decision makers
• Background within an investment consulting firm
• Experience with financial data, reporting, or analytics platforms
• Experience selling across multiple solutions within a broader platform
• Network within investment consulting or wider financial services

Benefits

• Generous Time Off packages including additional half days with each public holiday in your location.
• Global Career Development opportunities
• Social Events
• Referral Bonus scheme - Upto $3,000 per successful referral
• Plus many more!
• We offer flexible working options for all employees.

Company Overview