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