About this Account Executive, Sell-Side role at Cmgx
CMG is seeking a Sell-Side Account Executive to join a rapidly growing commercial team. Account Executives are responsible for hitting quota by both selling into a new business territory as well as retaining and growing a book of existing clients.
The successful Account Executive develops close partnerships with their clients and prospects and is an expert on the CMG platform with a unique focus on the equity capital markets. The Account Executive ensures successful platform adoption, constantly drives the value proposition of the service, proactively seeks growth opportunities, consistently prospects for new business and strives to limit churn and maximize renewal uplifts. Account Executives are expected to be excellent collaborators partnering with Customer Success, Product Management, and Engineering functions.
As a leading FinTech looking to deliver innovation to the equity capital markets, CMG is transforming one of the hottest areas of Wall Street. With customer satisfaction as the pinnacle of our core values, exceptional customer support and account management are paramount to the success of both our customers and CMG.
Responsibilities
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Actively retain and grow a portfolio of assigned clients to meet and surpass quarterly and annual quotas
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Hit a new business quota based on a set territory of prospects
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Drive customer engagement to establish champion users across a book of clients
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Identify customer expansion opportunities & churn risks
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Prospect daily for new business
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Meet with clients quarterly to define client expectations and ensure CMG is providing value to their ECM process
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Become a trusted member of the ECM community
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Develop in-depth understanding of the clients buying process and intimate knowledge of the key players involved and approval process
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Record all calls, meetings, and emails in CMG’s CRM system
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Accurately forecast upcoming renewals and growth opportunities monthly
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Collaborate with CMG Customer Success team to provide top notch customer success
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Ensure renewals come in on-time and consistently with growth
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Provide product feedback, sentiment, and trends in the industry to internal teams
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Partner with Marketing to develop and deliver collateral to support growth and adoption initiatives
Qualifications
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At least 5+ years of prior account management or sales experience, preferably within FinTech or SaaS
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Experience with data analytics & collaboration tools including Excel, MixPanel, Slack, HubSpot, and business intelligence platforms
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Highly proficient in communication and presentation skills with the ability to effectively adjust communication to the target audience (Heads of ECM, Trading, IT, Sales Traders, etc.)
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Capital Markets experience with Investment Bank and/or Investment Management a strong advantage
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Previously managed the renewal process for assigned portfolio of accounts to hit quota
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B.S. or B.A. in Business Management, Finance, Economics, or similar study
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You have an entrepreneurial mindset and a ‘can-do’ attitude
