Account Manager

Build deep relationships with key stakeholders at investment banks and private equity firms, serving as the primary point of contact for onboarding, platform adoption, and strategic workflow design. Identify and drive expansion opportunities by connecting clients to platform capabilities that unlock new value, while proactively managing renewals and surfacing account health risks early. Own the full lifecycle of your book of business, guiding customers from initial engagement through sustained adoption. This high-ownership role requires in-person presence four days a week in Manhattan, with Fridays remote.