Strategic Account Director, Finance

The role

You will own and grow relationships with financial services customers including hedge funds, global banks, and private equity firms. You will renew, expand, and deepen these relationships through upsells, cross-sells, and multi-year agreements.

What you will do

• Own a book of Strategic financial services accounts with responsibility for renewal and expansion revenue.
• Coordinate Customer Success, Solutions Engineering, and Product to deliver satisfaction and revenue.
• Build multi-threaded relationships across firms including portfolio managers, analysts, and data teams.
• Develop a point of view on how clients can generate alpha and manage risk with Placer data.
• Drive expansion into new desks, strategies, funds, and portfolio companies.
• Partner with Solutions Engineering on data trials, backtests, and evaluations.
• Navigate the alternative data buying process including diligence and compliance reviews.
• Lead negotiations to maximize contract value and drive multi-year agreements.
• Segment and prioritize the book to focus on high-value opportunities.
• Forecast renewals and expansion and provide updates to leadership.

Required qualifications

• BA/BS or similar college-level education.
• 5+ years selling or managing existing accounts in B2B SaaS or data.
• At least 3 years selling to financial services clients.
• Proven track record of meeting or exceeding renewal and expansion quotas with large, complex enterprise accounts.
• Strong understanding of the alternative data landscape and how firms evaluate, procure, and use data.
• Comfort discussing data methodology, coverage, and delivery with technical and quantitative audiences.
• Expert negotiator with experience closing six- and seven-figure, multi-year agreements.
• Excellent communication skills and executive presence.
• Advanced understanding of Salesforce or a similar CRM.
• Experience with G-Suite.
• Positive attitude, selfless approach to teamwork, and a problem solver mindset.
• Travel is required up to 30% of the time.

Nice to have

• An established network across hedge funds, banks, and private equity firms

Benefits

• Competitive salary
• Medical coverage
• Dental coverage
• Vision coverage
• Flexible time off
• 401K
• Equity awards for certain roles

About the company

Placer.ai provides a location analytics platform that provides visibility into locations, markets, and consumer behavior. The company reached $100M in annual recurring revenue within 6 years of launching.