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Account Managers own long-term outcomes for high-value clients in Financial Services, ensuring renewals, customer health, and expansion opportunities while operating in a fast-paced environment.

The Customer Success Manager ensures clients realize measurable outcomes by optimizing their journey and driving product adoption through engagement, training, and collaboration with sales teams.

Support client onboarding, drive product adoption, and engage low-activity users through outreach, training, and calls. Partner with Account Managers, Sales, Support, and Product to surface usage signals, capture feedback, run demos/trials, and help improve retention and client workflows.

The Operations Manager is responsible for coaching Analysts and Client Research Managers to exceed call quotas, ensuring exceptional service, and managing team performance while collaborating with senior management on department initiatives.

The Senior Account Executive will drive growth within strategic client accounts in the Financial Services market, upselling and managing relationships while collaborating with a global sales team.

Own G&A expense and cash flow analysis for FP&A, build driver-based financial models, support monthly close and forecasting, prepare executive and Board reporting, partner cross-functionally with Accounting and Analytics, and contribute to finance process improvements toward IPO readiness.

The Associate, Client Research will source and connect with industry experts to support investment research, focusing on outreach and project management.

The Strategic Client Research Manager will drive client growth by increasing expert call volume, deepening engagement, and executing account growth strategies through proactive client interactions and collaboration with analysts.

The Manager of Systems Strategy will oversee the operational infrastructure of the Expert Insights team, drive system strategy, manage vendor relations, and lead optimization initiatives to enhance efficiency.

Lead and scale a team of account managers for large financial services clients to drive renewals, reduce churn, grow revenue, increase product adoption, forecast retention and expansion, hire and develop talent, and partner with Sales, Product, and Marketing to align customer-facing initiatives.