Account Manager - Investment Consultants

📌 Core Information

🔹 Job Title: Account Manager - Investment Consultants

🔹 Company: Confluence Technologies

🔹 Location: United States

🔹 Job Type: Remote

🔹 Category: 💼 Account Management

🔹 Date Posted: Mon Mar 31 2025

🔹 Experience Level: 5-10 years

🔹 Remote Status: Remote Solely

📌 Essential Job Details

🚀 Job Overview

Key aspects of this role include:

• Strengthening and managing client relationships in the financial sector.
• Collaborating with sales teams to expand product sales to existing clients.
• Networking with leaders at global financial institutions.
• Maintaining high client satisfaction and identifying growth opportunities.

ASSUMPTION: The role primarily involves account management within financial services with a focus on SaaS solutions due to the emphasis on data and analytics client relationships.

📋 Key Responsibilities

✅ Manage and grow SaaS-based data and analytics relationships with financial institutions.

✅ Collaborate with the Head of Account Management to oversee key client accounts.

✅ Drive new product sales across current client relationships as part of the Sales Team.

ASSUMPTION: The role likely requires frequent communication and strategic planning to align product offerings with client needs.

🎯 Required Qualifications

Education: Not specified

Experience: 5+ years in Financial Services/Fintech; experience with investment management solutions.

Required Skills:

• Exceptional communication skills (both written and verbal)
• Strong presentation and organizational abilities
• Experience in selling solutions to Investment Consultants/Advisors

Preferred Skills:

• Leadership experience in managing key accounts
• Ability to identify and capitalize on untapped opportunities

ASSUMPTION: Candidates should have a solid background in fintech, combined with exceptional sales and client relationship skills.

💰 Compensation & Benefits

Salary Range: $135,000 to $150,000 annually + potential bonuses

Benefits:

• Generous time off packages, including additional half-day holidays
• Access to global career development opportunities
• Participation in a referral bonus program

Working Hours: Full-time, 40 hours per week with flexible scheduling options

ASSUMPTION: Compensation is competitive with market standards and includes a strong benefits package that emphasizes work-life balance.

📌 Applicant Insights

🔍 Company Context

Industry: Software Development, focusing on investment management solutions

Company Size: Approximately 902 employees, offering a broad scope of resources and opportunities typical for mid-sized firms

Founded: 1991

Company Description:

• Provides innovative data solutions for asset owners and managers worldwide.
• Leveraged acquisitions to expand product offerings and services.
• Operates globally with a strong client base across various continents.

Company Specialties:

• Managed Investment Solutions
• Data Management Automation
• Regulatory Technology (RegTech)

Company Website: http://www.confluence.com

ASSUMPTION: The company's global presence and industry expertise provide strong growth potential and cross-cultural collaboration opportunities for employees.

📊 Role Analysis

Career Level: Mid to senior level, involving strategic account management

Reporting Structure: Reports to the Head of Account Management

Work Arrangement: Fully remote with flexibility for work-life balance

Growth Opportunities:

• Expansion into leadership roles within sales or account management
• Development of expertise in cutting-edge SaaS solutions
• Potential to influence product offerings and business strategy

ASSUMPTION: Employees in this role can advance to higher leadership positions within the company, given their success and contributions.

🌍 Location & Work Environment

Office Type: Remote work environment, supporting flexible schedules

Office Location(s): Headquarters in Pittsburgh, PA; global offices in Europe, South Africa, Australia, and Asia

Geographic Context:

• Remote opportunities open to US-based applicants
• Facilitates cross-cultural interactions within a global team
• Potential for future travel to other business locations

Work Schedule: Typical 40-hour workweek with flexible and remote working conditions

ASSUMPTION: The company's flexible work policies likely enhance work-life balance and ease collaboration across time zones.

💼 Interview & Application Insights

Typical Process:

• Initial application submitted online
• Screening interview with HR
• Technical and skills assessments
• Interview with hiring manager
• Final interview with department head

Key Assessment Areas:

• Client relationship-building skills
• SaaS product knowledge and sales acumen
• Communication and organizational skills

Application Tips:

• Highlight significant achievements in SaaS sales and client management
• Emphasize any cross-industry experience in fintech or data analytics
• Demonstrate knowledge of investment management solutions

ATS Keywords: Account Management, SaaS, Financial Services, Client Relationships, Sales Strategy

ASSUMPTION: The application process is standard for the industry, with a focus on skills that match the technological and client service demands.

🛠️ Tools & Technologies

• CRM Software
• Data Analytics Tools
• Investment Management Platforms

ASSUMPTION: Candidates will need proficiency in CRM and data analysis platforms, which are crucial for managing client relationships and sales processes.

👔 Cultural Fit Considerations

Company Values:

• Integrity
• Imagination
• Discipline
• Service

Work Style:

• Collaborative and team-oriented
• Proactive problem-solving
• Adaptability to a dynamic and growing environment

Self-Assessment Questions:

• How do you handle client relationship challenges?
• What strategies have you used to drive sales growth?
• How do you manage working remotely while remaining effective?

ASSUMPTION: The company's cultural values suggest an environment encouraging innovation and accountability, which should align with the candidate's personal values and work style.

⚠️ Potential Challenges

• Managing multiple client accounts simultaneously
• Staying up-to-date with latest SaaS solutions and trends
• Balancing remote work with effective team collaboration
• Navigating different time zones and cultural environments

ASSUMPTION: The nature of the role implies these challenges are common, whether managing clients or integrating into a fully remote, global team.

📈 Similar Roles Comparison

• Similar roles might include Account Executive or Relationship Manager in other tech firms, involving client management and sales.
• Roles may vary in focus or client sector, affecting daily responsibilities and growth paths.
• Differences in compensation or work-life balance depending on company size and industry.

ASSUMPTION: The comparison highlights the transferable skills and industry knowledge valuable across similar roles, aiding career mobility.

📝 Sample Projects

• Implementation of a client retention strategy increasing satisfaction ratings
• Developing a cross-regional sales campaign for a new SaaS product
• Leading a team in the roll-out of a bespoke client analytics tool

ASSUMPTION: Real-world project examples convey actual tasks and goals, providing clarity on role expectations and necessary skills.

❓ Key Questions to Ask During Interview

• What are the main goals for this role over the next 12 months?
• How does the Account Management team integrate with product development?
• What are the metrics for success in this position?
• How does Confluence support employee growth and development?
• Can you describe the company culture in a remote work setting?

ASSUMPTION: These questions help clarify role expectations, team dynamics, and growth opportunities, ensuring alignment with personal career goals.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Review job-related keywords and ensure your resume highlights relevant experience
• Prepare for potential interviews by researching the company's history and values
• Reach out to current or former employees for insights into the company's work culture
• Consider preparing a presentation or project that demonstrates your skills in investment management

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.

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