Director, Strategic Accounts
$180,000–$255,000 year
RemoteUnited States
Job Summary
Lead a portfolio of private credit clients by serving as the primary relationship owner, conducting executive business reviews, and driving joint business planning sessions. Own the full post-sale lifecycle from retention and attrition management to expansion, utilizing data and AI-enabled tools to identify growth opportunities and optimize outcomes. Build and maintain detailed account plans that align internal teams on client health and trajectory while proactively monitoring performance metrics to address risks. Navigate high-pressure conversations with commercial rigor to manage escalations and negotiate renewals, ensuring sophisticated investors remain fully activated and generating maximum value from the platform.
Required Qualifications
- 10+ years of experience in account management, client success, investment banking, consulting, or a related client-facing role within financial services — alternatives, private credit, asset management, or fintech serving institutional clients
- Proven track record managing senior-level relationships with institutional investors, asset managers, or other sophisticated financial counterparties
- Experience operating in a post-sale capacity, owning client outcomes after handoff from a sales or business development team
Desired Qualifications
- Familiarity with private credit markets, alternative investments, or investment data and analytics platforms
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