Account Manager, Team Lead

Who Will Love This Job

• A strategic leader who takes ownership of client outcomes and drives the direction of accounts, not just the execution

• A commercial thinker who naturally connects client needs to growth opportunities and is energized by revenue impact

• A relationship builder who earns trust at the executive level and brings credibility to every conversation

• A cross-functional orchestrator who pulls together the right people and resources to deliver results

• A builder who wants to shape how Account Management operates, from playbooks and processes to team development

About this Role

As an Account Manager, Team Lead at Concertiv, you will serve as the senior strategic lead for your book of strategic clients, owning the full client relationship from onboarding through long-term growth. This is not a reactive support role. You will set the direction and strategy for each account, develop commercially astute account plans, and bring together cross-functional teams across Sales, Market Data, Tech, and other Domain Specialists, Product, and Managed Services to execute against client goals.

You will be expected to think like a trusted advisor and operate with the confidence to engage at the executive level: diagnosing client challenges, structuring tailored solutions, and identifying and closing expansion opportunities. Your success will be measured not just by retention, but by the strategic value you create for clients and the revenue growth you drive within your portfolio.

In addition to managing your own book, you will serve as a role model and coach for junior Account Managers, helping elevate their account and negotiation strategies. This is a leadership role grounded in influence and mentorship, not formal people management.

This role suits someone who leads with commercial instincts and relationship depth, thrives in a collaborative, fast-moving environment, and wants meaningful ownership over outcomes.

What You'll Do

• Set the strategic direction for your portfolio of accounts, building and executing account plans that drive retention, expansion, and long-term client value

• Lead cross-functional execution by coordinating across Sales, Market Data, Tech, and other Domain Specialists, Product, and Managed Services to deliver against each client's goals

• Serve as a trusted advisor to senior client stakeholders (VP/C-suite), proactively surfacing insights, diagnosing challenges, and structuring tailored solutions

• Own revenue growth within your book of business by identifying and closing expansion opportunities across Concertiv's offerings

• Lead onboarding and implementation for new clients, ensuring a seamless transition from Sales handoff to full platform adoption

• Design and facilitate Executive Business Reviews and strategic touchpoints that reinforce Concertiv's value and deepen executive relationships

• Deliver performance reporting and actionable insights using Power BI, Excel, and PowerPoint

• Translate client outcomes into case studies, reference stories, and internal feedback that shapes product and service improvements

• Coach junior Account Managers on account strategy, negotiation approaches, and client engagement within their own books of business, serving as a role model and go-to resource

• Source, qualify, and pursue expansion opportunities across your portfolio and support junior teammates in doing the same

• Contribute to the evolution of Account Management processes, playbooks, and team development without carrying formal people management responsibilities

• Maintain accurate client data, engagement tracking, and pipeline visibility in Salesforce

Requirements

• 7+ years in a client-facing role at a B2B company, ideally in financial services, market data, or travel

• Experience coaching or mentoring junior team members on strategy, client management, or negotiation, whether through team leadership or cross-functional coordination

• A track record of owning commercial outcomes: building account plans, driving renewals, and identifying and closing expansion revenue

• Proven ability to engage and influence senior stakeholders (VP/C-suite) as a strategic advisor, not just a relationship manager

• Strong commercial instincts with the ability to connect client needs to revenue opportunities

• Excellent written and verbal communication skills, with confidence presenting to executives and facilitating strategic conversations

• Sound project management and organizational skills, with the ability to manage competing priorities across a portfolio of accounts

• Proficiency in Salesforce for client engagement, pipeline tracking, and forecasting

• Experience building performance reporting and client-ready presentations using Power BI, Excel, and PowerPoint

Benefits

• Competitive compensation and upside potential

• Ground floor opportunity to shape the financial operations of an industry-disrupting business

• Exposure to business leaders across finance, law, consulting, technology, data, and corporate travel

• Sharp, motivated co-workers in a flexible office environment

• Generous Health, Dental, Vision Benefits, 401k, and Unlimited PTO Plan