Hatched serves a client base of sophisticated hedge funds - primarily long/short equity strategies - headquartered in New York and London. As our data and tools evolve, delivering value in-life (after the sale) becomes more important than ever.
We’re looking for a Client Account Executive to strengthen our approach to client retention and expansion. This role will support the co-founder leading the Client Team in building deeper relationships with current clients, ensuring renewals are seamless, and spotting high-leverage opportunities for cross-sell and upsell. In addition, this person will provide research and organizational support for prospective client targeting and conference preparation.
The ideal candidate is highly organized, detail-oriented, proactive, and commercially curious - with a drive to build systems and structures that help clients get more value from our products.
Existing Client Growth & Retention
Design and implement a system to manage in-life client engagement, focused on maximizing subscription value
Identify opportunities to cross-sell based on client behavior, fund activity, or new product releases
Monitor and track renewal dates; own the renewal process and ensure no opportunities slip through the cracks
Develop ideas and initiatives to deepen client relationships and maintain engagement
New Client Acquisition Research & Support
Create and maintain detailed fund briefings using a mix of internal data (CRM etc.) and external sources (Whale Wisdom, LinkedIn, etc.)
Devise a standardised template/process for efficient briefing generation and updates
Collaborate closely with co-founder to strategize outreach plans and entry points for target accounts
Manage timelines and ensure timely delivery of insight to support sales strategy
Conference and Client Meeting Support
Partner with the Marketing team to coordinate required materials for upcoming conferences and key client meetings
Identify high-value prospects and help secure meetings with them
Prepare briefing packs for founders, ensuring they are fully informed on the client/prospect’s background and recent activity
Track and coordinate all post-conference follow-ups to keep momentum going
2+ years’ experience in a client-facing, operations, or account support role - ideally within finance, data, or SaaS
Strong organizational and research skills; able to synthesize information quickly and communicate it clearly
Comfortable working with CRM tools, LinkedIn, and data sources like Whale Wisdom
High attention to detail, with a bias toward action and ownership
Strong collaboration and communication skills - able to work fluidly with senior stakeholders
Reporting Line
Reports directly to co-founder, who leads the clients and sales efforts.
Works closely with the Marketing and Product/Data Analytics teams
All Job Ads are subject to GrabJobs’s Terms of Service. We allow users to flag postings that may be in violation of those terms. Job Ads may also be flagged by GrabJobs moderation team. However, no moderation system is perfect, and flagging a posting does not ensure that it will be removed.
Be the first to receive the latest Others Full-Time Jobs in the US.
Setup your job alert:
By activating job alerts, I agree to GrabJobs Terms & Privacy Policy. I can unsubscribe to job alerts anytime.
Skip
GrabJobs is the no1 job portal in the US, connecting you to thousands of jobs fast!
Find the best jobs in the US, apply in 1 click and get a job today!