Related skills
crm forecasting financial services partnerships saas📋 Description
- Manage commercial lifecycle for broker partners, incl renewals.
- Identify expansion opportunities to boost visibility and productivity.
- Advise partners on adopting AI-powered research workflows.
- Drive platform adoption across analyst teams for measurable value.
- Lead business reviews; translate usage into outcomes.
- Represent sell-side partner voice across Product/Sales/Content.
🎯 Requirements
- Financial services grounding in equity research, investment banking, or related SaaS.
- Commercial mindset with renewal ownership and growth focus.
- Analytical mindset using usage signals and trends to tell value.
- Credible communicator across junior to Head of Research.
- Ownership mentality; proactive, adaptable in ambiguity.
- Education and experience: 1–3 years in financial services; Finance/Economics degree.
🎁 Benefits
- Equal opportunity employer with inclusive culture.
- Global team with offices and growth opportunities.
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