H

Client Account Executive

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Job Description - Client Account Executive

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

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