Account Manager | US

SOLVE is a US-based financial technology firm with seven offices globally. We are a leading provider of real-time observable market data and data aggregation across multiple Fixed Income asset classes including all Structured Products (ABS, MBS, CLOs, etc.), Syndicated Bank Loans, Corporate Bonds (IG, HY, EM, etc.), CDS, and Municipals.

We are looking for a Strategic Account Manager to join our team and manage relationships with new and existing customers. The ideal candidate will have experience in Fixed Income, financial services, and/or FinTech firms servicing institutional investors.

SOLVE’s account management team and is led by our SVP, Account Management. The team generates new business as well as maintains relationships with our client base. This is an exciting opportunity where the candidate will be part of a fast-paced rewarding environment and have a direct impact on SOLVE’s client relationships and product enhancements.


  • Manage the account relationship by delivering excellent and prompt responses, informing clients of ever-changing product suite
  • Develop and maintain strong knowledge of SOLVE product suite and the benefits they provide to our clients and prospects
  • Manage book of business and develop a thorough understanding of client’s business, their product(s) and services
  • Proven track record of building pipeline and meeting sales targets
  • Daily prospecting of unique connections via emails and calls
  • Daily interaction with client-base to ensure that SOLVE products, data and all product features are clearly understood and are being incorporated into client processes
  • Monitor customer activity and encourage increased usage and users
  • Assess, measure and forecast AT Risk across each account and deal
  • Proactive engagement and tracking of renewal opportunities
  • Daily CRM management and data input, documenting prospect and client interaction allowing for clear view of pipeline
  • Maintain individual and team goals, related to activities including but not limited to CRM management, team initiatives and client outreach
  • As necessary, visit clients, attend conferences and other industry events to capitalize on networking and relationship building opportunities


  • Bachelor’s Degree
  • 2-5 years of experience in Client Services or Relationship Management
  • Prior experience working at financial services, or financial technology firms servicing institutional investors
  • Ability to build and grow strategic relationships and partnerships
  • Strong interpersonal, verbal, and written communication skills
  • High motivation and drive to learn, grow and build a successful business
  • Expert-level time management and prioritization skills; organized and methodical in your approach
  • Proven track record of meeting targets and goals
  • Ability to work independently as well as in a collaborative team environment


  • Exposure to Fixed Income markets

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