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Relationship Manager NY - M&A Data Platform


Relationship Manager (NY) – A Finance Technology account manager that will be responsible for maintaining a book of business within the Merger and Acquisitions news, analytics, and data before they become public knowledge.

Our client is a top global Financial Technology news, research, and analytics provider for both buy and sell clientele within financial markets.


Required Skills:

-1-2 years’ experience in an Account Management position (preferably financial services).

-Must have client servicing or client facing skills.

-Must have experience using and logging information within a CRM.

-Strong organization, time management, and customer facing skills to grow the client base and drive revenues.

-Excellent presentation, business writing, analytical and oral communication skills to C-Suite executives.

-College/University degree required; MBA preferred.

-Interest or knowledge in M&A preferred!

Job Responsibilities:

-Manage an existing book of business for both the buy and sell sides. Team sales structure.

-Responsible for all aspects of relationship management cycle within a defined territory of customers.

-Maintain a strong understanding of the full product suite and be able to answer and communicate all client needs via in person meetings and web demos (20 per quarter).

-Consistently work with sales directors and pre-sales team on client retention.


We have numerous sales and marketing roles across all aspects of Financial Technology in North America so if this role isn’t suitable, but you are interested in a new challenge please contact Nicholas Pantano at: +1 (646) 381-2067