Private Equity Senior Account Manager


Brentwood, TN

Finance & Accounting

Position Description / Responsibilities

Job Description

We are seeking a driven individual with a proven track record in the Private Equity landscape to help lead our Account Management efforts. As Senior Account Manager, you will be responsible for opening new private equity firm relationships and deepening our relationships across our existing clients and their portfolio companies. You will also provide a leadership role for our firm-wide Account Management activities.

You will be responsible for achieving new client activation targets, bookings targets, and customer satisfaction measures, among other key performance indicators. You will be responsible for working with our data and marketing resources to ensure each client firm and user are brought along the appropriate client journeys.

Are you passionate about helping your clients succeed? Are you a hands-on account manager who deeply understands how to “land and expand” within the PE client landscape? Do you know how to manage the customer journey and maximize customer engagement? Do you love solving complex problems in a fast-paced environment? Are you willing to give the extra effort to ensure our customers and your teammates succeed? Are you a “we,” not “me” person? Do you like to win?

We're looking for a proactive, intelligent, and self-motivated team member for our Account Management Director position who can help us execute against our strategic account management plans to effectively grow our current and future customer relationships.

Key responsibilities will include:

Position Requirements

Key characteristics:


Application Instructions

Please apply at with a resume and cover letter

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