About the Role:
The Customer Success team is responsible for building and growing critical relationships with existing clients to ensure client retention and expand revenue.
This is an exciting opportunity to join a fast-growing entrepreneurial company. We’re looking for a leader who thrives in fast-paced environments and enjoys the challenge of working with varied clients with complex needs.
The Account Manager will be the first to join our team in the US and will be responsible for working with our largest/strategic clients.
About Us:
Equity Data Science (EDS) is a global investment process management (IPM) solutions provider that empowers many of the world’s leading hedge funds and asset managers through greater insights and productivity to power decision-making. Trusted since 2012, we harness proprietary and third-party data and research on a modern platform configured to your unique investment vision across idea generation, research management, portfolio construction and analytics, risk management, performance attribution and ESG workflows.
Our platform was created and road tested with the support of several top investment funds from 2012 before being made commercially available to the industry in 2017. We now employ a team of more than 70 former portfolio managers, data scientists, analysts and engineers, with the goal of making the investment process simple, efficient and insightful.
What You’ll Do:
Develop a deep understanding of the EDS platform and apply it to clients’ requirements, industry challenges, and goals.
Create and implement a success plan for assigned clients, driving adoption, manage contract renewals and identifying expansion opportunities.
Manage a revenue target based on assigned clients and expansion opportunities.
Onboard new clients, ensuring a smooth transition from the Proof of Concept phase to the Client Contract.
Increase engagement of EDS across assigned clients through one-on-one and group training sessions, monthly updates on new enhancements, and product roadmap discussions.
Act as a client advocate, building strong working relationships as EDS relies on clients for referrals and references.
Desired Skills/Qualifications:
3-8 years of experience in a client-facing role at a SaaS company.
Financial services experience is preferred
Candidates pursuing CFA/FRM is a plus
Experience with market data providers such as Bloomberg/S&P Global/Factset/LSEG (Refinitiv) preferred
Strong analytical skills and a consistent framework or process approach to problem-solving.
Technology knowledge that enables engagement and credibility with product groups within EDS and clients.
Possess an executive presence with excellent time management, prioritization, verbal and written communication skills.
Proven experience in building and improving client engagement strategies, demonstrated by improved client health, reference-ability, and platform adoption.
Ability to handle difficult personalities or situations, and demonstrate effective resolutions.
Proven ability to establish relationships with key influencers (internal and client) and to navigate and persuade all levels of an organization.
Independent, adaptable, and able to thrive in a fast-paced environment.
How to Apply:
If you are a results-oriented individual with a passion for client success and meet the qualifications outlined above, we would love to hear from you. Please submit your resume.
EDS is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.