Senior Account Manager - Financial Services

Role overview Guidepoint is seeking a Senior Account Manager - Financial Services to join its Institutional Client Service team in Boston. This hybrid role centers on supporting clients in the financial sector, including hedge funds, mutual funds, and private equity firms. The position focuses on strengthening client relationships and ensuring clients fully benefit from Guidepoint’s subscription-based research services. What you will do Manage a portfolio of established client accounts, working to retain and expand these long-term relationships. Lead contract renewals, handle pricing discussions, and navigate complex commercial negotiations. Identify and pursue opportunities for upselling, cross-selling, and expanding service packages within current accounts. Engage directly with clients both in person and virtually to build and deepen executive-level connections. Find and onboard new users within client organizations. Work with service leadership to design strategies for account growth and revenue planning. Monitor usage trends and address risks related to client retention. Act as the senior escalation point for high-level client issues and discussions. Collaborate with client service teams to ensure smooth delivery and high satisfaction. Requirements 3-5 years of experience in account management, relationship management, or consultative sales. Proven track record managing renewals and negotiating contracts. Experience driving upsell and cross-sell revenue. Background managing mid-sized to large B2B client portfolios. Strong executive presence and ability to build C-level relationships. Comfortable with in-person client meetings. Commercially focused, proactive, and accountable. Compensation Annual base salary ranges from $100,000 to $120,000. This position is also eligible for an annual performance-based bonus.

Join Our TeamWe are seeking a talented Senior Product Marketing Manager to take charge of our go-to-market strategies, lifecycle marketing initiatives, and product positioning. This pivotal role will be at the intersection of Product, Growth, and Engineering.In this dynamic and cross-functional position, you will collaborate closely with Product and Engineering teams to define launch criteria, develop comprehensive go-to-market plans, and ensure that all features are delivered with a compelling value proposition and measurable growth outcomes. Additionally, you will spearhead lifecycle marketing campaigns (including email, push notifications, and in-app messaging) to enhance activation, engagement, conversion, and retention rates.This role will report directly to the VP of Growth and will be instrumental in our efforts to scale customer acquisition and enhance customer lifetime value.

Join Databricks as an Enterprise Account Executive, where you will leverage your strategic sales expertise to engage with Financial Services accounts. You excel in driving innovation and guiding clients through their digital transformation journeys. Your deep understanding of our product will empower you to effectively communicate its value to customers and system integrators. You will focus on expanding existing accounts while also seeking new opportunities, all while benefiting from our attractive accelerators for exceeding quota.Your Impact:Engage with CIOs, IT executives, line-of-business leaders, program managers, and other key stakeholders.Close sales with both new and existing accounts.Identify and secure quick wins while managing complex sales cycles.Surpass activity, pipeline, and revenue targets.Document customer details, including use cases, timelines, next steps, and forecasts using Salesforce.Employ a solution-oriented selling approach to create value for customers.Champion Databricks’ enterprise cloud data platform powered by Apache Spark™.Ensure exceptional customer satisfaction.Prioritize opportunities and allocate resources effectively.Develop a comprehensive success plan internally at Databricks and externally with your accounts.

Join Databricks as an Enterprise Account Executive specializing in Financial Services. In this pivotal role, you will leverage your expertise to drive sales and build strong customer relationships in the financial sector. You will be responsible for managing the entire sales process from prospecting to closing, ensuring customer satisfaction and maximizing revenue growth.As part of your role, you will collaborate closely with cross-functional teams to deliver tailored solutions that address client needs. Your passion for technology and understanding of the financial landscape will be critical in positioning our innovative platform as the go-to solution for financial institutions.

About ClickHouseFeatured in the prestigious 2025 Forbes Cloud 100 list, ClickHouse stands as a beacon of innovation and growth in the private cloud sector. With a remarkable portfolio of over 3,000 clients, our annual recurring revenue (ARR) has surged by more than 250% year-on-year. We excel in real-time analytics, data warehousing, observability, and AI workloads.Our recent momentum was further validated by a significant $400 million Series D funding round. In the last three months, notable clients such as Capital One, Lovable, Decagon, Polymarket, and Airwallex have either adopted our platform or expanded their existing usage. They join a roster of AI pioneers and global brands, including Meta, Cursor, Sony, and Tesla.We are on a transformative journey to redefine data utilization across industries. Join us!As the Strategic Account Executive for Financial Services, you will manage a specific portfolio of key financial service accounts, encompassing banks, asset managers, exchanges, insurance providers, and fintech platforms. Your role will encompass the entire sales process—from identifying new opportunities and establishing executive relationships to negotiating and securing intricate, multi-stakeholder agreements.This high-impact role is ideal for a professional who thrives in a technical sales environment and is eager to contribute to the foundational elements of ClickHouse’s strategic sales initiatives in one of the industry's most challenging sectors.Key ResponsibilitiesManage a designated account list of strategic financial services institutions and cultivate deep, multi-layered relationships with technical, business, and executive stakeholders.Drive new ARR and expansion revenue through a consultative, value-driven sales approach.Lead intricate enterprise sales cycles, including procurement, legal, security assessments, and multi-product negotiations.Collaborate closely with Solutions Architects and Customer Success teams to ensure technical alignment and long-term success for customers.Comprehend and effectively communicate ClickHouse’s technical advantages—such as performance benchmarks, architecture, and deployment models—earning credibility with data engineers, architects, and CTOs.Develop and implement strategic account plans, identifying growth opportunities and mapping the political landscape within each account.Advocate for customer needs internally, influencing product roadmap decisions and go-to-market strategies for the financial services sector.Travel to client sites, conferences, and team events as required (approximately 25-40%).

Join our dynamic team at dstaff as a Financial Services Tax Senior. In this pivotal role, you will leverage your expertise to assist clients in navigating complex tax regulations and providing strategic insights to optimize their tax positions. You will work closely with a talented team, ensuring compliance while enhancing service delivery.

MERGE is a marketing and technology agency in Boston, MA, with a focus on health and wellness. The team blends storytelling with technology to create brand experiences that feel seamless and meaningful. Their approach, called Whole Human Marketing, combines an understanding of human needs with AI to support stronger brand connections. The company’s mission is to connect people and brands in ways that encourage healthier, happier lives. MERGE values innovation centered on real human experiences and fosters a workplace where thoughtful, emotionally engaged work is encouraged. Role overview The Senior Account Manager leads account management activities, handling daily interactions between account teams and clients. This role requires both strategic planning and direct involvement in projects. Building strong relationships with current and potential clients is central, as is ensuring projects are delivered on time. As a senior leader, the Senior Account Manager acts as a solution-focused partner, supporting long-term partnerships and maintaining high client engagement. Key responsibilities Provide strategic leadership for the Account Management team Build and maintain relationships with senior clients, addressing their needs as well as the agency’s Identify new business opportunities and implement solutions based on previous experience Collaborate with senior staff across account management and other departments to achieve project goals or resolve challenges Mentor and support the account team as a trusted advisor Stay up to date on MERGE’s solutions and resources to identify and pursue new opportunities

At Hi Marley, we understand that insurance plays a crucial role during some of life's toughest challenges. Our mission is to revolutionize communication within the Property and Casualty (P&C) industry, ensuring that these pivotal moments are handled with speed, ease, and empathy for both insurers and their clients. We develop innovative AI-driven software that keeps everyone involved in the claims process informed and connected. If you believe in blending operational excellence and automation with a personal touch in insurance, we would love to connect with you.As we continue to expand rapidly, we are in search of a Senior Account Manager to become part of our dynamic Growth Team. The ideal candidate will have a proven track record of providing strategic leadership to customer teams while collaborating effectively with internal stakeholders. Your primary responsibility will be to cultivate customer relationships, frequently engaging with C-level executives to understand their priorities and identify opportunities for enhancing Hi Marley’s impact. Teamwork and shared enthusiasm are integral to our culture, which is why this position requires two in-office days per week in our Boston office.

Join Our Team! George P. Johnson Experience Marketing (GPJ) is excited to welcome a Senior Account Manager to our dynamic team! This hybrid position requires at least two days per week on-site at either our Boston or New York City office. Your Impact As a Senior Account Manager, you will provide strategic leadership across a diverse and intricate portfolio of accounts, guaranteeing the success and profitability of vital programs such as activations and global client centers. Your expertise will be instrumental in identifying and nurturing growth opportunities, while maintaining a steadfast focus on client satisfaction and business results. A fundamental aspect of your role will be developing and sustaining robust relationships with senior clients, proactively earning their trust and driving engagement. You will serve as a trusted advisor, providing insights and guidance to align client needs with our agency's capabilities. You will take ownership of defining and directing the objectives of the scopes you manage, building deep expertise in the client's business, brand, and solutions. Your ability to translate strategic needs into a comprehensive suite of GPJ services will be crucial for fostering growth and ensuring ongoing success. You will lead cross-functional GPJ teams, providing clear direction, aligning objectives, and promoting collaboration. Your leadership will be vital in addressing complex challenges and ensuring that projects are delivered on time and to the highest standards. Additionally, you will be responsible for revenue forecasting, margin tracking, and ensuring compliance across all financial tools. A key focus of your role is driving account growth. You will consistently seek out new business opportunities, actively sizing and scoping projects, assembling the right agency teams, and spearheading efforts to win new business for GPJ.

Oscar Health is hiring a Senior Manager of Technical Accounting based in Boston, Massachusetts. This role shapes the company’s accounting strategy and ensures compliance with evolving financial regulations. The Senior Manager leads a team and handles complex technical accounting topics that impact the organization. Key Responsibilities Direct technical accounting strategy and decisions Manage, mentor, and develop a team of accounting professionals Address and resolve complex technical accounting matters Provide analyses to support business decision-making

Join Walkersands as a Senior Account Manager and take the lead in driving client success. In this pivotal role, you will be responsible for managing key client accounts, developing strategic plans, and ensuring exceptional service delivery. You will collaborate with cross-functional teams to create innovative solutions that address client needs and drive results.

About WHOOP WHOOP helps members understand their bodies and daily habits to support peak performance and longer, healthier lives. The company’s mission centers on advancing human potential through actionable insights. Team Focus The Finance team is building a strong accounting foundation to support WHOOP’s rapid growth and future goals. This includes improving processes, strengthening internal controls, and preparing for the requirements of a public company. Role Overview WHOOP is hiring a Director of Technical Accounting and Financial Reporting to lead its technical accounting function. This Boston-based role calls for deep expertise in U.S. GAAP, especially revenue recognition and performance obligations in complex contracts. The director will serve as the company’s go-to resource for technical accounting matters. What You Will Do Act as the subject matter expert on technical accounting issues, with a strong focus on revenue recognition and complex contract analysis Lead research, documentation, and implementation of accounting policies Work closely with Financial Planning & Analysis, Legal, and other teams to ensure accurate and compliant financial reporting Translate complex accounting standards into clear, practical guidance for the business Who We’re Looking For Extensive technical accounting experience, particularly with U.S. GAAP Strong attention to detail and sound professional judgment Ability to communicate complex information in a clear, actionable way Experience collaborating with cross-functional teams Willingness to work onsite in Boston, MA (relocation may be required)

CGS Federal is actively seeking a highly skilled and motivated Senior Financial Investigator to join our dynamic team. This full-time role involves providing comprehensive legal support and investigative services for a major federal agency.At CGS, we pride ourselves on assembling exceptional talent to tackle the government's most complex challenges using innovative technology. We are in search of individuals who are enthusiastic about contributing to government innovation, thrive in collaborative environments, and possess the foresight to anticipate the needs of others. Our workplace fosters a supportive atmosphere that encourages professional development through various learning opportunities.Key Responsibilities:- Plan and execute thorough investigations.- Conduct quantitative and qualitative analyses of pertinent information.- Compile and prepare findings to bolster our mission.- Collaborate with investigators and law enforcement to develop and evaluate evidence.- Gather and assess facts, including witness statements and technical data, to support prosecutorial objectives.- Establish and verify connections among all evidence to ensure the authenticity of documents and corroborate witness accounts.- Provide analytical insights regarding federal law violations, including areas such as money laundering, wire fraud, and healthcare fraud.- Identify sources of information and analyze multiple variables.- Conduct asset investigations and financial analyses to confirm the ability of targets to meet monetary penalties.- Develop a strong understanding of relevant laws to guide the investigations effectively.- Create strategies for obtaining, preserving, and presenting evidence with maximum impact.- Collaborate with paralegals and attorneys to assess applicable laws and identify potential violations.- Perform various ancillary tasks to support assigned cases.- Utilize electronic databases to uncover assets and relevant documents.- Prepare interim and final reports on investigation progress.

Later stands at the forefront of influencer marketing, empowering brands to craft memorable campaigns with assurance. By leveraging genuine creator relationships, reliable insights, and expert advice, Later eliminates uncertainty from one of marketing's most prominent investments.Our native AI-driven platform, enriched by over a decade of proprietary data—including billions of social interactions, impressions, and more than $2.4 billion in verified influencer-driven purchases—enables teams to anticipate successful strategies before launching.With a blend of trusted insights and expert guidance, Later empowers brands to select the ideal creators, execute comprehensive campaigns, and achieve substantial growth in awareness, engagement, and revenue. Trusted by leading enterprises such as Nike, Wayfair, Unilever, and Southwest Airlines, Later seamlessly merges creativity with performance, ensuring campaigns not only look impressive but also yield tangible results. Discover more at later.com.About This Position:As a Senior Account Manager, you will be responsible for the retention, expansion, and long-term success of a portfolio of key customers. This revenue-critical role focuses on driving net revenue retention through renewals, upsells, and cross-sell opportunities, while ensuring customers consistently realize significant value from Later’s offerings.In this role, you will serve as a trusted advisor to senior stakeholders, effectively balancing strategic planning with hands-on execution. Success in this position demands strong commercial acumen, excellent executive communication skills, and the ability to proactively uncover growth opportunities within multifaceted customer organizations.This position reports to the VP of Client Success and collaborates closely with Sales, Services, Product, and Finance to ensure customer growth with Later over time.Your Responsibilities:Strategic DevelopmentDevelop and maintain Mutual Success Plans for all assigned clients, aligning their business goals with measurable outcomes achieved through Later.Identify and actively pursue expansion opportunities across products and services within your book of business.Establish and maintain account maps that identify key stakeholders, decision-makers, influencers, and succession risks.Provide strategic, commercial insights to enhance client relationships and drive value.

Join Axon and make a difference for good.At Axon, we are dedicated to safeguarding lives. Our team is at the forefront of addressing crucial safety and justice challenges through our innovative ecosystem of devices and cloud-based software. Just like our products, we believe in the power of collaboration, valuing openness and diverse viewpoints from our customers, communities, and each other.Being part of Axon means engaging in a fast-paced, challenging, and purpose-driven environment. Here, you'll take charge and instigate tangible change while continuously evolving in a setting where your contributions truly matter.Your ImpactWe seek a proactive and driven team player to bolster our Accounting Strategy and Financial Reporting team. Your primary responsibilities will include leading accounting research and operational analysis with a focus on M&A, strategic equity and debt investments, new accounting standards, and other special initiatives. You will also support the SEC reporting and earnings release process, overseeing financial statement disclosures and reporting non-GAAP financial measures.In this role, you will work closely with our Strategy and Corporate Development team, providing strategic insights on the accounting implications of unique transactions. You'll also be tasked with developing clear and actionable accounting policies, conducting informative training sessions, and presenting your research and findings to senior leadership and key stakeholders across the organization.

Join InterSystems Corporation, a premier innovator in database and integration technologies, as we expand our North American Financial Services Sales Engineering Group. This dynamic, client-facing role is fast-paced and multifaceted, demanding a blend of application development, deployment expertise, hands-on coding prowess, and strong problem-solving capabilities. You will also need to possess exceptional presentation skills, sales insight, and business acumen, along with a willingness to travel regionally on occasion.Key Responsibilities:Foster close, long-term relationships with clients by collaborating with InterSystems' Account Representatives and various departments.Partner with System Integrators and Project Managers during the crucial adoption and implementation phases, ensuring successful project outcomes.Provide recommendations on technical architectures, model design, development patterns, migration strategies, upgrade procedures, and operational best practices.Design, develop, and present Proofs of Concept (PoCs) to prospective clients and partners.Conduct standard and customized training sessions in a classroom setting.Assist clients during beta testing or pre-launch activities.Engage in marketing initiatives at trade shows, conferences, and seminars.Stay informed on InterSystems products and the latest trends in the IT industry, including competitive offerings, while pursuing relevant self-development opportunities.Develop prototypes and work with product management to enhance product offerings based on client feedback.Craft competitive proposals, solution overviews, sales materials, and other collateral to support pre-sales efforts.

Role overview The Senior Account Director at Real Chemistry leads client partnerships and sets the strategic direction for healthcare accounts. This position centers on building lasting relationships and guiding marketing efforts tailored to the healthcare sector. What you will do Manage key client accounts, acting as the main point of contact for strategic conversations Create and put into action marketing strategies that help clients grow their presence in healthcare Work closely with internal teams to make sure programs support and reflect client objectives Location This role can be based in Boston (Massachusetts), Carmel (Indiana), Chicago (Illinois), Lambertville (New Jersey), San Francisco (California), or remote within the United States.

THE ROLEMissionAt Origin, we seek a visionary to shape the future of personal finance. This pivotal role will guide the core product experience utilized by millions, transforming how our members comprehend and manage their financial journeys.Your goal will be to evolve our Personal Finance Management (PFM) capabilities into a smart, proactive system that integrates spending, investing, and home finance. You will enhance our AI Advisor, provide seamless spending insights, and create personalized daily and weekly financial recaps that are indispensable for our users.This is a high-impact position that will be instrumental in establishing the foundation of Origin and will set the benchmark for contemporary financial guidance.

At Hi Marley, we believe that insurance plays a crucial role in supporting individuals through some of life's toughest challenges. Our mission is to revolutionize communication within the property and casualty (P&C) insurance sector, ensuring that these pivotal moments are handled with speed, ease, and empathy. We develop AI-driven software solutions that maintain an informed and connected claims conversation for both carriers and their customers. If you share our belief that insurance can blend operational excellence and automation with a personal touch, we would be excited to meet you.As we expand, we are seeking a Senior Partnerships Account Manager to enhance and optimize a strategic partner portfolio within Hi Marley’s ecosystem. Reporting to our Senior Vice President of Partnerships, you will be responsible for managing category-level partnerships and driving measurable growth and integration within our ecosystem.This is a senior individual contributor position that operates with a high degree of autonomy and acts as a cross-functional multiplier within the partnership domain. The Senior Partnerships Account Manager will shape execution within defined categories, reinforce integration collaboration, and foster alignment across Growth, Product, and Customer Success teams.

As an Account Director at Nexthink, you will play a pivotal role in executing our growth strategy within the largest Managed Service Providers (MSPs) and Global System Integrators (GSIs). We seek a candidate with extensive knowledge of current trends and operational practices within the global MSP and GSI landscape. Your primary responsibility will be to cultivate and sustain C-level, sales, and product relationships with key organizations such as Kyndryl, Unisys, Capgemini, and DXC, driving revenue for Nexthink solutions. Through the development of robust relationships and the management of daily interactions, you will create opportunities that facilitate growth across Europe. The ideal applicant will possess a solid understanding of global MSP and GSI dynamics, with a proven history of relationship management and target achievement.Key Responsibilities:Craft and implement strategies to integrate the Nexthink platform as an essential solution across workplace practices.Formulate and execute plans to enhance Nexthink revenue through selected partners.Navigate organizational structures to establish strategic and tactical relationships.Assess the business, solutions, and technical requirements of global MSPs and GSIs.Develop and implement a plan to meet revenue and growth objectives.Collaborate with key internal stakeholders including account teams, regional sales teams, marketing departments, and corporate resources to execute this plan.Create and present compelling value propositions for Nexthink solutions.Utilize technical resources to support your partners effectively.Drive business development and collaborative selling initiatives alongside field sales, marketing, and leadership teams.Prepare and present business reviews to senior management, addressing progress and challenges in partner development.Represent Nexthink at conferences, quarterly business reviews, and other events, enhancing brand visibility and presence.Monitor market trends and competitor activities in the MSP/GSI sector.Produce and distribute relevant materials to educate and empower field sales teams.