Account Manager

Role Overview We are seeking a commercially driven and client-focused Account Manager (AM) to manage, grow, and retain a portfolio of institutional clients. You will act as the primary point of contact for clients, ensuring they derive maximum value from REDD’s products while identifying opportunities for upsell, cross-sell, and long-term partnership growth. Key Responsibilities Manage a portfolio of existing institutional clients across investment, advisory, and corporate sectors Build strong, long-term client relationships by understanding their workflows, investment strategies, and information needs Drive account growth through upselling additional products, licenses, and expanded usage Ensure high client retention through proactive engagement and value delivery Conduct regular client check-ins, training sessions, and product demonstrations Act as the voice of the customer internally, feeding insights to product, editorial, and commercial teams Collaborate with sales and research teams to support new business opportunities Monitor client usage trends and identify risk of churn early Support onboarding of new clients and ensure smooth implementation of service Requirements 2–5+ years of experience in account management, client success, or B2B sales (financial services, data, or SaaS preferred) Strong understanding of financial markets, investment workflows, or business intelligence products Proven ability to manage and grow enterprise or institutional accounts Excellent communication and relationship-building skills Commercial mindset with a track record of hitting retention and revenue targets Ability to engage confidently with senior stakeholders (analysts, portfolio managers, executives) Strong organizational skills and attention to detail Preferred Attributes Experience working with financial data platforms, research providers, or news intelligence services Familiarity with emerging markets or credit analysis Ability to translate client needs into actionable product feedback Self-starter comfortable in a fast-paced, high-growth environment