Job Closed

This listing is no longer active.

CFRA

Headquartered in New York, New York, CFRA provides forensic accounting and legal research, advisory, and analytic services. This company is committed to helping

Associate Vice President – Account Management

Location

United States

Posted

36 days ago

Salary

$75K - $115K / year

Seniority

Mid Level

Bachelor Degree3 yrs expEnglish

Job Description

Associate Vice President – Account Management

CFRA

• Support the team servicing existing accounts • Develop account strategy and execution • Build and maintain relationships with clients • Ensure revenue retention and growth • Cross-sell initiatives and act as primary liaison

Job Requirements

  • 3-5 years of account management or sales experience in financial services
  • Experience managing client relationships
  • Experience selling into existing accounts / growing a Book of Business
  • Strong business leadership and organizational skills
  • Proactive mindset and collaborative work ethic
  • Polished verbal and written communication skills
  • Facility with data analysis
  • Proficiency with Excel
  • Familiarity with financial markets and investment research
  • Experience with Salesforce highly valued
  • Bachelor's degree - financial major preferred

Benefits

  • 20 days of Vacation
  • 8 Sick Days
  • 1 paid volunteer day
  • 10–11 Holidays a year
  • Health, Dental, & Vision Insurance
  • Company paid Life & Disability Insurance
  • 401K Match

Related Job Pages

More Account Manager Jobs

SanMar logo

Territory Manager, Basics

SanMar

We are the nation's premier supplier of wholesale imprintable clothing and accessories.

Account Manager36 days ago
Full TimeRemoteTeam 1,001-5,000Since 1971H1B No Sponsor

• Conduct daily cold calls and field visits to identify and win unassigned or low-volume decorator accounts. • Cultivate deep, trusted partnerships with local decorators to become their preferred blank apparel supplier. • Uncover decorator pain points through active listening to position SanMar basics as a high-margin solution. • Deliver high-energy product presentations showcasing the quality, value, and reliability of core basic lines. • Educate and demonstrate to small-scale decorators on how to leverage SanMar’s marketing tools to grow their retail sales. • Document all cold calls, lead interactions, and field activities daily within the CRM database. • Design efficient travel schedules and territory routes to maximize face-to-face customer time and build relationships. • Perform other duties as assigned. • Comply with all policies and standards.

Ohio
Job Closed
Halter logo

Territory Manager

Halter

We’re on a mission to unlock more productive and sustainable farming.

Account Manager36 days ago
Full TimeRemoteTeam 51-200Since 2016H1B No Sponsor

• Prospecting & Expansion: Sourcing new leads and opportunities through proactive outreach, referrals, industry events, and other channels, as well as responding to inbound queries. You’ll manage the full sales pipeline from lead generation through to close. • Hitting Sales Targets: Manage your pipeline and meet high-growth sales targets by screening, qualifying, demonstrating the product, and successfully negotiating contracts with customers. • Customer Account Management: After the sale, maintain close relationships with customers to ensure their ongoing satisfaction, provide support, and address any challenges they face with Halter’s products. You’ll also ensure a smooth handoff from sales to customer onboarding and deployment of Halter, helping customers get the most value from Halter’s solutions. • Territory Ownership: A high level of ownership in your territory working with regional agricultural groups to foster deep relationships across the beef industry. • Customer Onboarding: Assist in owning the end-to-end customer experience during onboarding and deployment of Halter’s product, ensuring a smooth transition from sales to implementation. • Field Learnings & Feedback: Serve as the primary point of contact for gathering customer feedback in your territory. Work closely with Support, Product, and R&D teams to share insights from the field that can drive product improvements and innovations. • Collaborating with Support Teams: Partner with the Support Team to resolve any issues your customers encounter quickly. You’ll escalate problems as needed and ensure that customers in your territory feel fully supported.

Australia
Job Closed
Halter logo

Enterprise Key Account Manager

Halter

We’re on a mission to unlock more productive and sustainable farming.

Account Manager36 days ago
Full TimeRemoteTeam 51-200Since 2016H1B No Sponsor

• Enterprise Customer Success: You’ll be embedded in the success of some of Halter’s largest and most strategic customers - ensuring our enterprise dairy and beef businesses realise full value from their investment. • Strategic Account Management: You’ll build trusted, long-term relationships with farm teams, operational teams and executive stakeholders alike. • Executive Engagement: In collaboration with the Enterprise Sales Manager you will work directly with senior leaders, and multi-entity decision-makers. • Influencer & Network Management: You won’t stop with your customer. You’ll build relationships with rural professionals, consultants, and other industry influencers. • Enterprise Growth Strategy: You’ll collaborate with the NZ Enterprise Sales Manager to co-create account plans, drive territory expansion, and identify new revenue streams within your customer base. • Cross-functional Leadership: You’ll work closely with Halter’s product, support, and sales teams to champion your accounts internally. • Forecasting & Planning: Alongside the Enterprise Sales Manager, you’ll contribute to accurate revenue forecasting and strategic planning. • Scalable Growth Initiatives: You’ll help evolve how we support and grow our largest customers.

New Zealand
hatch I.T. logo

Account Manager

hatch I.T.

Connecting software engineers with tech startups. Reinventing the way early-stage and high-growth startups scale.

Account Manager36 days ago
Full TimeRemoteTeam 11-50H1B No Sponsor

• Manage and grow an assigned book of business while conducting active new account prospecting and acquisition. • Conduct daily outbound phone prospecting as a core and non-negotiable part of the role. • Follow up on conference connections, networking activity, referrals, and event leads consistently and promptly. • Attend industry conferences, government procurement events, and networking functions regularly as a primary business development strategy. • Hunt for new sales opportunities within assigned territories, markets, and professional networks. • Develop and execute a territory sales plan covering priority prospects, procurement pathways, budget cycles, and decision-makers. • Serve as the primary sales relationship owner for all assigned accounts. • Identify cross-sell and upsell opportunities across Assura’s full service portfolio. • Meet assigned quarterly and annual sales goals, with a standard planning target of $1,000,000 annually. • Maintain complete and accurate records in HubSpot for all accounts, prospects, opportunities, proposals, contracts, and renewals. • Complete all assigned onboarding and ongoing sales training. • Collaborate with Marketing to develop and refine sales materials, outreach campaigns, and event collateral.

United States