Senior Director of Account Management, Financial Services (Strategics)

About the Role:

The Financial Services Strategics team manages our largest financial services clients, including hedge funds, private equity firms, and investment banks. We are looking for a Senior Director to lead a team of Account Managers and serve as the architect for how we scale. In this high-impact role, you will move beyond day-to-day management to build the "operating system" that enables predictable growth across renewals, expansion, and adoption. You will partner closely with Sales, Customer Success, and Product to drive commercial outcomes while bringing clarity, structure, and accountability to a fast-moving, high-stakes environment.

Who You Are:

• Proven Leader: You’ve successfully managed teams and are passionate about developing your people.
• Systems-Oriented: You’re a strategic thinker who excels at creating efficient, scalable processes.
• Customer-Centric: You measure success by the success of your customers and inspire your team to do the same.
• Coaching & Feedback Enthusiast: You’re dedicated to adding value to your team through regular coaching and feedback.
• Ambitious & Curious: You approach challenges with curiosity and integrity, always striving to learn and grow.
• Experienced Relationship Builder: You’re comfortable building relationships with senior clients and handling escalations, always valuing open, real conversations.
• Servant Leader: You view leadership as a privilege and are deeply committed to helping others succeed.
• Effective Communicator: You can break down complex data into actionable insights and communicate them clearly.

What You’ll Do:

• Lead a team of Account Managers, Account Directors, and Key Account Directors helping them achieve and surpass renewal targets and uncover growth opportunities, working closely with Sales partners to drive growth across our largest strategic accounts.
• Drive successful customer outcomes by increasing renewal rates and reducing churn, expanding revenue through building deeper relationships with our accounts, and influencing future lifetime value through higher product adoption
• Achieve and exceed retention and expansion goals by coaching + modeling 360 degree relationship-building and driving value realization through product utilization
• Accurately forecast retention and growth for your book of business through operational rigor, inspection, and a deep understanding of the dynamics of our accounts
• Own hiring, talent management and development for individual contributors and managers through hands on coaching, mentorship, and implementation/execution of scalable performance management programs
• Collaborate with Sales to drive successful growth outcomes
• Act as a senior voice for the customer across the organization aligning with Product, Enablement, and Marketing on roadmap feedback, go-to-market motions, and customer facing initiatives.

Candidate Requirements:

• 10+ years of work experience in sales, account management, or client success
• 5+ years of direct people management experience
• 2+ year managing managers
• A high aptitude and willingness to learn. Because of our diverse base of clients, much of the technical knowledge required to succeed will be learned on the job
• Ability to distill and explain complex issues in simple terms
• Experience operationalizing the customer journey
• An intelligent, articulate, consultative and confident client facing professional
• Must have the personal motivation and ability to contribute to a dynamic and entrepreneurial team culture
• Superior ability to develop rapport with new people, and to maintain relationships, combined with a positive and proactive personality
• Energetic and creative individual, possessing natural curiosity with the ability to learn quickly and adapt
• Outstanding oral, written and presentation skills
• Effective time management and task prioritization when under pressure