Account Manager

The Role

We are looking for a full-time Account Manager to join our team in New York. You will work closely with our clients, anticipate how our range of products can support their business, and set the strategy for the future of their compliance and regulatory reporting landscape.

The Account Manager role at FundApps is a client-facing position that involves developing a deep understanding of client requirements, increasing their efficiency, and helping them navigate tech-related challenges.

Building strong client relationships, becoming a trusted partner, and executing commercial strategies will be key to this role.

How We Measure Success

This position requires a commercial mindset, a blend of technical and financial acumen, strong communication skills, and strategic thinking. 

Around 20% of the world's assets under management are under our care and you’ll be managing clients of all sizes, from pre-launch through to multiple trillion dollar investment banks.

Success in this role will be measured by both the growth of existing client accounts and the strength of client relationships.

Your Responsibilities Will Include:

• Developing and executing a commercial strategy for our portfolio of accounts by understanding client needs, FundApps' product offerings, and industry trends while safeguarding existing revenue and growing client ARR.
• Building strong relationships with key decision-makers (COOs, CCOs, CROs, CIOs) and front-office stakeholders (PFMs, HFMs, Traders) and becoming a trusted advisor to drive joint roadmaps and solutions.
• Leading commercial and strategic interactions with clients, prioritizing their needs in collaboration with the client success team to uncover both tactical and big-picture opportunities.
• Collaborating closely with the client success and product teams to understand client workflows, displace competitors, and identify growth opportunities within and beyond current scopes.
• Mastering technical knowledge of FundApps and regulatory compliance, staying up-to-date on industry trends, and applying best-in-class sales techniques and communication strategies.

What You’ll Bring to the Team:

• Relevant Background: You’ve held roles with monetary quotas, have a proven track record of meeting targets, and have experience negotiating deal terms. You have demonstrated experience in account management or relationship management in a B2B or enterprise sales environment.
• Industry Knowledge: You have a strong understanding of the financial services industry and have worked with asset managers, hedge funds, pension funds, and/or banks.
• Sales Excellence: You adopt new processes and possess strong key account management skills to plan for and achieve business growth targets
• Proactive Mindset: You’re self-motivated and adaptable, thrive in a fast-paced environment, and are always ready to go the extra mile. You show curiosity and demonstrate behaviors aligned with FundApps' values.
• Strong Communication: You have outstanding communication skills and experience presenting to large groups. You can translate complex topics into simple outcomes.

Brownie Points

• You have an interest in or understanding of regulatory compliance, such as shareholding disclosure and regulatory reporting.
• You actively use MEDDICC or other sales methodologies.

A Few Important Details

We require candidates to have permission to work in the US without sponsorship.

We work hybrid and ask that new FundAppers spend 3 days a week at our New York office during the first 6 months to make the most of getting to know the business and your new colleagues.

About FundApps

FundApps is powered by experts, with a client community of thousands, and a culture built on ethics. Oh, and we create the best regulatory software, so our clients can “get a good night’s sleep now that they have FundApps” ❃[real client quote]. Many lawyers, ex-regulators, info sec professionals, and other experts work for FundApps, a B Corp.

We focus on future-proofing our compliance monitoring and reporting software, helping us monitor the $20 trillion (and growing) of assets under management for the industry’s most active and satisfied global compliance community [we consistently earn top-notch NPS + CSAT scores year after year].

Life at FundApps

🕐 Work/life balance with flexible hybrid working

🍏 Private medical and dental insurance

💚 Wellbeing benefits such as mental health coaching with Oliva and a Headspace subscription

💰 Peer micro-bonuses through Bonusly

🎓 $1,300 learning budget annually with unlimited professional development leave

💡 Peer-led ‘Brown-bag lunch’ learning sessions and annual Learning Festival

🚢 25 days of vacation + 1 extra day if you use all your days + 1 extra day after 3 & 5 years

🧳 After 5 years at FundApps, an additional 4 weeks of paid vacation during your 5th year

👶 26 weeks of parental leave for all new parents, regardless of gender, location, or family structure

❤️ Volunteering leave

🎁 Your birthday off

Diversity at FundApps

We are proud of the diversity among FundAppers—it’s one of our strengths. We offer flexibility around religious observances and embrace various cultural celebrations! If you’re looking for a place where you can be yourself, this is it.

Your Privacy

Any information you provide through our job application process will be used to assess your fit for a role at FundApps. We may also retrieve and store information from your public social media profiles for the same purpose. By applying for this role, you consent to your data being processed in accordance with the FundApps privacy policy.