Global Client Director

Summary

Join Capital Markets Gateway LLC. (CMG) as a Global Client Director and manage and grow CMG's largest sell-side client relationships, exceeding annual ARR targets. You will develop strategic relationships, design account strategies, identify new revenue opportunities, and understand client needs. Collaboration with cross-functional teams is crucial. This role requires 10+ years of account management or customer success experience in FinTech or SaaS, along with capital markets experience. CMG offers a comprehensive benefits package including health insurance, equity, 401k matching, unlimited PTO, remote work, education reimbursement, and parental leave.

Requirements

• At least 10+ years of prior account management and/or customer success experience, preferably within FinTech or SaaS
• Experience with data analytics & collaboration tools including Excel, MixPanel, Slack, HubSpot, and business intelligence platforms
• Highly proficient in communication and presentation skills with the ability to effectively adjust communication to the target audience (Head Trader, IT/Ops Leads, Sales Traders, etc.)
• Capital Markets experience with Investment Bank and/or Investment Management a strong advantage
• Previously managed the renewal process for an assigned portfolio of accounts to hit quota
• B.S. or B.A. in business management, finance, economics or similar study
• Entrepreneurial mindset

Responsibilities

• Exceed annual ARR target: Retain and grow CMG’s largest sellside clients into global partnerships leading to revenue growth that exceeds your ARR targets
• Develop and maintain strategic relationships: Identify, cultivate trust and build rapport with key decision-makers within the client organization to increase CMG brand awareness across all relevant bank departments
• Design account strategies: Create and implement tailored account plans to displace competitors and accelerate adoption of XC transactions
• Identify white-space opportunities: Build global user account maps that help identify new revenue streams across your clients
• Understand client needs: Identify and address the client's strategic business objectives and pain points
• Lead cross-functional teams: Coordinate with Sales, CS reps, and Solutions to deliver exceptional service to the client, manage new user training, and demonstrate increase in user adoption.  Procure product feedback, act as the VOC, and help influence prioritization
• Proactive communication: Ensure regular and effective communication with the client to maintain a high level of engagement. All relevant interactions to be documented in company CRM
• Forecast revenue: Accurately forecast revenue and growth potential for accounts under coverage

Benefits

• Comprehensive benefits program (Medical, Dental & Vision)
• Equity
• 401k company match
• Flexible Spending & Health Savings Account
• Unlimited PTO
• Remote work environment
• Education reimbursement
• Continuous learning opportunities
• Life insurance
• Employee referral bonus
• Parental leave