Account Manager

Build trusted client relationships, drive commercial growth, and help financial services clients get greater value from innovative investment data and technology solutions.

As an Account Manager at FE fundinfo, you’ll take ownership of a portfolio of clients while developing a strong understanding of their businesses, challenges, and goals. You’ll have the opportunity to build long-term relationships, identify opportunities to expand existing accounts, and work across Sales, Product and Data teams to deliver tailored solutions. This is a role where your commercial judgement, client focus and ability to understand complex products can directly influence both customer success and business growth.

Your key responsibilities as an Account Manager will include:

• Managing a portfolio of key client accounts, building strong stakeholder relationships and supporting retention and growth across those accounts.
• Understanding client needs and challenges, providing tailored solutions and ensuring clients maximise the value of FE fundinfo’s products and services.
• Identifying, qualifying and progressing upsell and cross-sell opportunities, maintaining accurate pipeline information and supporting revenue growth.
• Managing contract renewals, pricing discussions, amendments and cancellations, ensuring all client activity, actions and opportunities are accurately recorded in Salesforce.
• Partnering with Sales, Marketing, Product and Data teams to deliver effective client solutions, support new business activity and achieve positive commercial outcomes.
• Monitoring account performance, pipeline activity and client risks while maintaining strong product, industry and market knowledge.

You will need the following experience and skills to join us as an Account Manager:

• You will have 1–4 years of experience in account management, customer success, relationship management, pre-sales or a similar client-facing commercial role.
• You will have experience working with clients to understand their needs, identify opportunities and recommend solutions that deliver value.
• You will have strong communication, stakeholder management and organisational skills, with the ability to manage competing priorities in a fast-paced environment.
• You will have an interest in financial services and technology, with experience in financial software, data feeds, APIs or similar solutions being an advantage.
• You will be commercially minded and proactive, with the confidence to identify opportunities, improve processes and build long-term client relationships.

FE fundinfo is a leading financial data provider, connecting the investment industry across the UK, Europe, and Asia-Pacific through an integrated platform. Our skilled team empowers clients with data-driven insights, making the industry Navigate Complexity with Confidence!

At Zenith Investment Partners and across the wider FE fundinfo Group, you’ll join a professional and collaborative environment where continuous learning, knowledge sharing and development are encouraged. You’ll work closely with colleagues across Sales, Marketing, Product and Data while building your understanding of investment data, technology and the wider financial services industry. Flexible work options under our Versatile Work Practices also support a working environment that balances collaboration with flexibility.

Benefits:

• The opportunity to make your mark on the success of a fast-paced entrepreneurial company that is growing rapidly internationally
• A pleasant, ambitious and professional working climate with good opportunities for further development
• A culture that is about continuous learning and development to ensure that we retain our brand integrity within the global fund industry
• Commitment to foster an environment that welcomes individual perspectives, backgrounds, and life experiences
• Eligibility of discretionary bonus
• 4 days study leave per annum
• $4,000 p.a. study allowance paid for successful completion of approved courses (in accordance with Continuing Professional Education policy)
• A range of wellbeing offerings and discounts on everyday spending
• Flexible work options under our Versatile Work Practices

Apply now and we'll aim to get back to you with feedback within 5 working days.