Related skills
crm forecasting analytics saas aiπ Description
- Manage the commercial lifecycle for broker partners (strategy, forecasting, renewals)
- Identify expansion opportunities linked to research visibility and analyst productivity
- Advise partners on adopting AI-powered research workflows
- Drive platform adoption across analyst teams to realize value
- Lead business reviews translating usage trends into outcomes
- Monitor engagement signals and mitigate risks to protect partnerships
π― Requirements
- 1-3 years in Financial Services or related field
- Degree in Finance, Economics, or a related discipline
- Commercially aware with analytical mindset
- Comfortable in a fast-moving environment
- Able to engage junior to Head of Research across levels
- Ownership mentality and proactive approach
π Benefits
- Competitive benefits program
- Equity
- Equal opportunity employer
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