Senior Account Manager - NAM
Hybrid Full-time Senior Account Management
At a glance
Senior Account Management role at Confluence Technologies. full-time.
Pay not stated
RoleAccount Management
SenioritySenior
WorkplaceHybrid
EmploymentFull-time
PostedJun 18, 2026 · 3mo ago
Role brief
Growth Roles summary, based on the employer's posting.
What you'll do
- Own and expand enterprise accounts at US investment consulting firms
- Embed the platform into client workflows covering data, reporting, and analytics
- Build relationships with stakeholders from analysts through senior decision makers
- Grow existing-account revenue through renewals, upselling, cross-selling, and pricing
- Set account strategy while managing complex financial-services client environments
What you bring
- Experience selling to, serving, or working within investment consulting firms
- Knowledge of portfolio analytics, performance measurement, risk, or reporting solutions
- A track record managing enterprise financial-services relationships
- Evidence of expanding current accounts through renewals, upsell, cross-sell, or pricing
- Experience with platform or workflow solutions rather than standalone products
Who this fits
You’ll suit a senior account manager who can grow enterprise relationships in financial services and work across complex stakeholder groups. The role is based in the United States and covers investment consulting clients.
From the employer
Location - United States Why Confluence?
At Confluence, we’ve always been driven by a commitment to innovation, precision, and partnership in the investment data space. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure to other countries and cultures. And it stands to reason that none of this would have been possible without the hundreds of hard-working employees who work at Confluence. We’re hiring a Senior Sales Account Manager to own and grow a portfolio of enterprise clients across investment consulting firms in the US.
This role focuses on expanding existing relationships by embedding Confluence’s platform within client workflows across data, reporting, and analytics. You will work across complex client environments, engaging stakeholders from analysts through to senior decision makers, and identifying opportunities to drive long term revenue growth.
At Confluence, we’ve always been driven by a commitment to innovation, precision, and partnership in the investment data space. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure to other countries and cultures. And it stands to reason that none of this would have been possible without the hundreds of hard-working employees who work at Confluence. We’re hiring a Senior Sales Account Manager to own and grow a portfolio of enterprise clients across investment consulting firms in the US.
This role focuses on expanding existing relationships by embedding Confluence’s platform within client workflows across data, reporting, and analytics. You will work across complex client environments, engaging stakeholders from analysts through to senior decision makers, and identifying opportunities to drive long term revenue growth.
Why work for us
- Our platform is trusted by many of the world’s leading investment consulting firms
- You’ll manage high value, enterprise consultant relationships, not transactional accounts
- You’ll sell a platform embedded in critical client workflows, not standalone products
- You’ll work across complex stakeholder environments, from operational users to senior leaders
- You’ll have ownership of account strategy, pricing, and revenue expansion
- You’ll operate within a specialist and less saturated area of financial services, working closely with investment consultants
Essential Requirements
- Experience working with investment consulting firms, either selling into them, managing them as clients or working for them directly
- Knowledge of portfolio analytics, performance measurement, risk, or reporting solutions used by investment consultants and institutional investors
- Experience managing enterprise client relationships within financial services
- Proven ability to drive revenue growth across existing accounts (renewals, upsell, cross sell, pricing)
- Experience selling or managing platform or workflow based solutions, not standalone products
- Ability to navigate complex, multi‑stakeholder client environments, from analysts to senior decision makers
Desirable Requirements
- Background within an investment consulting firm
- Experience with financial data, reporting, or analytics platforms
- Experience selling across multiple solutions within a broader platform
- Network within investment consulting or wider financial services
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