Account Manager (NA)

The Role

We’re hiring a full-time Account Manager to grow our North America annual recurring revenue by upselling and cross-selling new products to existing FundApps clients.

As part of this role, you will manage a portfolio that includes some of the world’s largest and most prestigious financial institutions. You’ll identify new sales and product opportunities to support their business and set the strategy for the future of their compliance and regulatory reporting landscape. 

This client-facing role requires commercial acumen and the ability to build strong, trusted relationships as you help clients navigate tech challenges, improve efficiency, and execute commercial strategies.

How We Measure Success

This is an individual quota-carrying role in which your main focus will be growing the annual recurring revenue from your client accounts. 

This will be achieved by building strong and lasting relationships that maximise the value clients can generate from the FundApps product portfolio.

Your Responsibilities Will Include:

• Developing the growth strategy for your portfolio of accounts by understanding client needs, FundApps' product offerings, and industry trends while safeguarding existing revenue and growing client ARR.
• Building strong relationships with key decision-makers (COOs, CCOs, CROs, CIOs) and front-office stakeholders (PFMs, HFMs, Traders) and becoming a trusted advisor to drive joint roadmaps and solutions.
• Leading commercial and strategic interactions with clients, prioritising their needs in collaboration with the client success team to uncover both tactical and big-picture opportunities.
• Collaborating closely with the client success and product teams to understand client workflows, displace competitors, and identify growth opportunities within and beyond current scopes.
• Mastering technical knowledge of FundApps and regulatory compliance, staying up-to-date on industry trends, and applying best-in-class sales techniques and communication strategies.

What You’ll Bring to the Team:

• Relevant Background: You’ve held roles with monetary quotas, have a proven track record of meeting targets, and have experience negotiating deal terms. You have demonstrated experience in account management or relationship management in a B2B or enterprise sales environment.
• Industry Knowledge: You have a strong understanding of the financial services industry and have worked with asset managers, hedge funds, pension funds, and/or banks.
• Sales Excellence: You adopt new processes and possess strong key account management skills to plan for and achieve business growth targets.
• Proactive Mindset: You’re self-motivated and adaptable, thrive in a fast-paced environment, and are always ready to go the extra mile. You show curiosity and demonstrate behaviours aligned with FundApps' values.
• Strong Communication: You have outstanding communication skills and experience presenting to large groups. You can translate complex topics into simple outcomes.

Brownie Points

• You have an interest in or understanding of regulatory compliance, such as shareholding disclosure and regulatory reporting.
• You actively use MEDDICC or other sales methodologies.

A Few Important Details

We require candidates to have permission to work in the US without sponsorship.

We work hybrid and ask that new FundAppers work at our shiny New York office 3 days per week during the first 6 months and at least 2 days a week, afterwards, to make the most of getting to know the business and other FundAppers.

About FundApps

FundApps is a company powered by experts, with a client community of 1000s and a culture underpinned by ethics. Oh - and we make the best regulatory software so our clients can “get a good night’s sleep now they have FundApps’❃[real client quote]

Many lawyers, ex-regulators, info sec and other experts work for the B Corp that is Fundapps. We are all about future-proofing our compliance monitoring and reporting software so we can always monitor the £19trn (and growing) of AuM for the industry’s most active and happy global compliance community [we get top notch NPS + CSAT scores year after year].

Good people, good business, good ethics. We are FundApps.

Life at FundApps

🕐 Work/life balance with flexible hybrid working

🍏 Private medical and dental insurance

💚 Wellbeing benefits such as private health insurance, life insurance, a flexible stipend and mental health coaching

💰 Peer micro-bonuses through Bonusly

🎓 $1,300 learning budget each year and unlimited professional development leave

💡 Peer-led ‘Brown-bag lunch’ learning sessions and annual Learning Festival

🚢 25 days holiday leave + an extra day next year if you use it all + an extra day after 3 & 5 years

🧳 5 Years @ FundApps - additional 4 weeks paid holiday leave during your 5th year as a FundApper

👶 26 weeks leave for all new parents regardless of gender, location or family structure

❤️ Volunteering leave

🎁 Birthday off

👩🏾🌈👦🏼🌏👵🏼👳🏽👽

We are proud of the diversity of all FundAppers - it makes us strong. We provide flexibility around religious observances and embrace a variety of cultural celebrations! If you’re looking for a workplace where you can just be yourself, you’re in the right place.

Your privacy

Any information you submit through our job application process will be used for the purposes of assessing your fit for a role at FundApps. We may also retrieve and store information from your public social media profiles for the same purpose. By applying for this position, you consent to your data being processed in accordance with the FundApps privacy policy.