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crm forecasting account management partnerships saas📋 Description
- Partnership & Account Ownership: Manage the commercial lifecycle for broker partners.
- Identify expansion opportunities to boost visibility and analyst productivity.
- Advise partners on AI-powered research workflows.
- Drive platform adoption across analyst teams to deliver value.
- Lead business reviews translating usage trends into outcomes.
- Represent partner voice across Product, Sales, and Content teams.
🎯 Requirements
- Financial Services grounding: equity research, IB, capital markets, or related SaaS.
- Commercial Instinct with Accountability: renewals, growth, and balance with rigor.
- Analytical Mindset: use data signals and trends to tell value stories.
- Credible Communicator Across Seniority Levels: explain to juniors and Heads.
- Ownership Mentality: proactive, adaptable, navigate ambiguity.
- Education and Experience: 1-3 years in Financial Services; degree in Finance/Economics.
🎁 Benefits
- Equal opportunity employer with an inclusive culture.
- Reasonable accommodation for protected disabilities.
- Global presence with offices in multiple countries.
- Collaborative, fast-paced environment for growth.
- Work with an AI-driven market intelligence platform.
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