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 seeking a Strategic Account Manager who combines relationship management with proactive sales execution. This role is quota-bearing and focused on driving revenue growth through upsell, cross-sell, and new business development within existing accounts, while also identifying and closing new opportunities.

Key Responsibilities:

  • Own a Revenue Quota: Meet or exceed quarterly and annual sales targets through proactive account growth and new business acquisition.
  • Expand Existing Accounts: Uncover upsell and cross-sell opportunities, analyzing client usage, identifying gaps, and introducing new products and services.
  • Pipeline Development: Build and maintain a robust pipeline of opportunities across assigned accounts; forecast accurately in CRM.
  • Strategic Account Planning: Develop account plans that outline growth strategies, renewal timelines, and risk mitigation.
  • Prospecting & Outreach: Conduct daily outreach via calls, emails, and networking to generate new opportunities within existing accounts and target prospects.
  • Usage Monitoring: Track client engagement and adoption; implement strategies to increase usage and expand user base.
  • Renewal Management: Proactively secure renewals and minimize churn through consistent communication and value delivery.
  • CRM Discipline: Maintain accurate records of activities, opportunities, and client interactions for visibility and reporting.
  • Industry Presence: Attend client meetings, conferences, and events to strengthen relationships and identify new leads.

Requirements:

  • Bachelor’s Degree
  • 4–6 years in a quota-bearing sales, account management role within financial services or FinTech.
  • Strong knowledge of Fixed Income markets and institutional investor workflows.
  • Proven track record of meeting or exceeding sales targets and growing strategic accounts.
  • Ability to identify opportunities, build relationships, and close deals.
  • Excellent communication, negotiation, and presentation skills.
  • Highly motivated, organized, and results-driven. 
  • Comfortable working independently and collaboratively in a fast-paced environment.

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