At a Glance
- Tasks: Manage and grow a portfolio of institutional clients, ensuring strong engagement and retention.
- Company: Join a leading intelligence platform in the financial services sector.
- Benefits: Competitive salary, professional development, and opportunities for career growth.
- Other info: Dynamic role with opportunities to engage at industry events and conferences.
- Why this job: Be a trusted partner to clients and make a real impact in their investment processes.
- Qualifications: 4+ years in account management, ideally within financial services or SaaS.
The predicted salary is between 50000 - 65000 £ per year.
Key Responsibilities
The Account Manager will be responsible for managing and growing a portfolio of REDD Intelligence clients, ensuring strong engagement, retention and expansion.
Acting as a trusted partner to institutional investors, the AM will maximise the value clients derive from REDD's intelligence platform while proactively identifying and converting upsell and cross-sell opportunities across ISI's broader product suite.
- Own account performance end-to-end managing a portfolio of institutional clients across asset managers, hedge funds, investment banks, law firms and advisory firms.
- Build strong, multi-threaded client relationships through regular meetings, proactive engagement and consistent follow-through positioning REDD Intelligence as an indispensable partner in clients' investment processes.
- Drive client retention by ensuring high adoption of REDD Intelligence platforms, alerts, editorial content and research proactively monitoring usage and intervening early to address underutilisation or churn risk.
- Own renewal negotiations with full commercial accountability identifying renewal risk at least 6 months in advance and developing clear strategies to protect and grow NRR.
- Identify and execute upsell and cross-sell opportunities in collaboration with Business Development Managers, leveraging client knowledge and usage data to surface high-probability expansion opportunities.
- Lead discovery to uncover evolving client needs, workflow changes and investment focus areas using knowledge of emerging markets credit and distressed debt to shape conversations and position REDD's unique intelligence value.
- Deliver product training, onboarding sessions and client workshops to maximise platform adoption and demonstrate ongoing value.
- Serve as the primary point of contact for client queries, coordinating with Editorial, Research and Product teams to resolve issues promptly and maintain high client satisfaction.
- Provide structured client feedback to internal stakeholders to inform product development, content strategy and platform improvements.
- Represent REDD Intelligence at industry events, conferences and client forums particularly across the Asia-Pacific credit and distressed debt community.
- Maintain accurate CRM hygiene and reliable forecasting in Salesforce, with all opportunities updated weekly with next steps, close dates and detailed notes.
- Required Skills & Experience
Experience
- 4+years' experience in account management, client success or relationship management, ideally within financial services, financial data, research or Saa S subscription businesses.
- Demonstrated track record of growing existing accounts, retaining clients and achieving upsell and cross-sell targets.
- Experience working with institutional clients asset managers, hedge funds, investment banks or similar is strongly preferred.
- Familiarity with emerging markets, fixed income, distressed debt or related financial markets is a distinct advantage.
- Knowledge & Skills
- Commercially minded with the ability to identify client needs, position value and translate REDD's intelligence capabilities into measurable business outcomes for investment professionals.
- Excellent communication and presentation skills, able to engage credibly with senior investment professionals, credit analysts and decision-makers at institutional clients.
- Strong organisational skills with the ability to manage multiple accounts, renewals and projects simultaneously without loss of quality or follow-through.
- Analytical approach, comfortable interpreting client usage data and market developments to drive proactive account strategy.
- Proficiency in Salesforce or equivalent CRM and reporting tools.
- Personal Attributes
- Client-focused — committed to building long-term, trusted relationships with investment professionals and acting as a genuine intelligence partner rather than a subscription manager.
- Commercially driven — proactively identifies whitespace, re-engages at-risk accounts and prioritises high-ROI expansion opportunities across a complex institutional portfolio.
- Self-motivated and results-driven — proven ability to work both independently and collaboratively in a fast-paced, high-accountability environment.
- Adaptable and resourceful — navigates complex client organisations, multi-stakeholder renewal processes and competing priorities with composure and strong problem-solving skills.
- Genuine interest in emerging markets, credit markets and the global investment intelligence landscape.
Education
- Bachelor's degree (or equivalent) in finance, economics, business or a related discipline preferred.
Account Manager, REDD Intelligence in London employer: ISI
REDD Intelligence is an exceptional employer, offering a dynamic work environment where Account Managers can thrive by building strong relationships with institutional clients across the Asia-Pacific region. With a focus on employee growth and development, the company provides ample opportunities for professional advancement while fostering a collaborative culture that values innovation and client success. Employees benefit from a supportive atmosphere that encourages proactive engagement and continuous learning, making it a rewarding place to contribute to the evolving landscape of investment intelligence.
StudySmarter Expert Advice🤫
We think this is how you could land Account Manager, REDD Intelligence in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like ISI. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Account Manager, REDD Intelligence in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to ISI.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on ISI's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at ISI
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with ISI.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at ISI will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former ISI employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
