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About the Role
The Account Manager position is a key driver of growth and customer value within the sales team, requiring a customer-mindset and proactive approach to relationship management. Success in this role requires a deep understanding of customers, the value they receive from Derivia Intelligence’s services, and opportunities for account growth, combining solution-based selling with a drive to succeed.
Responsibilities
- Maximize account growth through pricing, upsell, and cross-sell.
- Mitigate cancellation risk by monitoring changes in customer requirements, usage, and priorities.
- Develop multiple relationships within assigned accounts and understand their goals and metrics.
- Create an account plan highlighting growth opportunities and potential renewal risks.
- Serve as the primary contact for training requirements or customer issues.
- Maintain strong inter-departmental communication, both intra and inter office.
- Onboard new customers and ensure high levels of user engagement.
- Ensure alignment of territory plan with company goals.
Requirements
- 2+ years of demonstrable success in a subscriptions sales environment.
- Exceptional prospecting and closing skills.
- Experience selling into global financial institutions.
- Knowledge of financial services markets.
- Knowledge of derivatives.
- Experience using Salesforce.
- Proficiency in pipeline building, management, and forecasting.
- Skilled user of MEDDPICC, MEDDICC, Challenger, SPIN, or other B2B sales methodologies.
- Self-driven, results-oriented individual with a positive outlook.
- Customer-focused mindset.
- Adaptable and thrives on new challenges.
- A natural forward planner who critically assesses own performance.
- Maintain a strong focus on growth.
- Ambitious for the team and business, setting a tone for working at pace.
Skills
- Sales
- Account Management
- Relationship Management
- Solution Selling
- Pricing
- Upselling
- Cross-selling
- Customer Retention
- Customer Onboarding
- Sales Planning
- Forecasting
- Salesforce
- MEDDPICC
- MEDDICC
- Challenger Sale
- SPIN Selling
Experience Level
- 2+ years
About the Company
- Derivia Intelligence combines incisive data, expert analysis, and convening power to bring clarity to complex areas of global finance, including futures and options, structured products, and primary debt capital markets and securitisation.
- Derivia operates three flagship businesses: Structured Retail Products (SRP), Futures & Options World (FOW), and GlobalCapital (GC).
- In 2026, Derivia Intelligence was acquired by Triple Private Equity to expand its financial infrastructure and B2B software footprint.