At a Glance
- Tasks: Drive relationships with 300 investment firms and build post-sales processes from scratch.
- Company: Fast-growing AI data platform, often called the 'Bloomberg for private markets'.
- Benefits: Up to £150k OTE with uncapped commission and retention bonuses.
- Other info: Work directly with the CEO and founders in a prime Mayfair office.
- Why this job: Join a founding role and shape the future of post-sales in a profitable company.
- Qualifications: 2-5 years in B2B SaaS Account Management with a focus on financial services.
The predicted salary is between 80000 - 100000 £ per year.
A bootstrapped, profitable, and fast-growing AI data platform is hiring its first ever dedicated Account Manager. This is a founding-level, post-sales role reporting directly to the CEO. You won't be inheriting a playbook; you'll be writing it. With 300 paying VC and PE clients and roughly 60% of the way to £10M ARR, this is a rare chance to build the entire post-sales engine from scratch alongside the founders. If you're commercially sharp, genuinely AI-driven, and never satisfied with 'good enough' — read on.
What you'll be doing:
- Own the full commercial relationship across 300 investment-firm accounts — driving retention, preventing churn, and closing expansion revenue.
- Run quarterly business reviews and strategic conversations with senior investment stakeholders (Partners, Principals, and Analysts at top-tier funds).
- Execute a true 360 account management motion: renewals, cross-sells, and upsells.
- Leverage AI tools to manage and prioritise a large book of business and surface revenue opportunities across the portfolio.
- Build repeatable post-sales processes and frameworks from the ground up, hand-in-hand with the founders.
Essential Skills:
- 2–5 years in B2B SaaS Account Management, managing £20k ACV accounts.
- 1 year in an AM role at a B2B SaaS startup (bootstrapped to Series B); financial services experience a strong plus.
- Track record managing 100 accounts with full retention and upsell ownership.
- A genuinely AI-driven sales approach — you already use AI products in your day-to-day.
- Experience selling to or managing financial services/investor clients.
- Technical fluency with data/SaaS products — you can diagnose value gaps and speak credibly to sophisticated buyers.
- Polished, executive presence with the gravitas to hold the room with senior investment professionals.
Perks:
- Up to £150k OTE — uncapped commission (10% on closed upsells, retention bonuses).
- Founding role with direct access to, and mentorship from, the CEO and founders.
- A seat at a profitable, product-led company scaling a brand-new vertical (IB/PE).
- Prime Mayfair office.
Please only apply if you have full working UK Rights as there is no sponsorship on offer. Please feel free to apply or email nelesh@wesourcetalent.com or call 077 256 18 238 to learn more.
Locations
Senior Account Manager - AI Finance Platform - up to £150k OTE in City of London, London employer: We Source Talent
Join a pioneering AI finance platform in the heart of Mayfair, where you'll have the unique opportunity to shape the post-sales strategy from the ground up. With a culture that values innovation and collaboration, you will work closely with the founders and enjoy uncapped commission potential alongside a competitive base salary. This role not only offers significant earning potential but also a chance for personal and professional growth in a rapidly expanding company dedicated to transforming private markets.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Account Manager - AI Finance Platform - up to £150k OTE in City of London, London
✨Leverage Your Network
In sales and business development, who you know can often be as important as what you know. Get involved with local networking events or industry meetups to connect with key players. Don't be shy—share your passion for the field and let folks know you're on the lookout for opportunities!
✨Show Your Skills Through Real-World Results
When targeting a full-time role like Senior Account Manager - AI Finance Platform - up to £150k OTE at We Source Talent, presenting tangible results from your previous sales experience can set you apart. Bring along case studies or examples of how you've closed deals or expanded accounts, and don't forget to showcase your problem-solving prowess. It’s all about quantifying your success!
✨Engage with Sales Communities
Dive deep into online sales communities, like Sales Hacker or LinkedIn groups dedicated to sales professionals. Engaging in discussions and sharing insights can boost your visibility and might just put you on the radar of hiring managers looking for fresh talent in business development.
✨Direct Applications Matter
While we all know the online application route, consider sending direct applications to companies you admire, including We Source Talent. Tailor your message to explain why you’re drawn to them and how you can contribute as a Senior Account Manager - AI Finance Platform - up to £150k OTE. Sometimes, a personal touch can grab attention faster than a generic application!
We think you need these skills to ace Senior Account Manager - AI Finance Platform - up to £150k OTE in City of London, London
Some tips for your application 🫡
Show Off Those Sales Skills:In your CV and cover letter, highlight any previous sales or business development experience you have. Use numbers and examples to showcase your achievements – did you exceed sales targets or bring in new clients? Make those accomplishments shine!
Tailor Your Message for We Source Talent:When writing your cover letter, make sure to tailor your message specifically for We Source Talent. Show that you know the company’s mission and how your skills align with their goals in the sales landscape. This personalised touch will grab their attention!
Keep It Professional Yet Engaging:Sales is all about relationships, so while you want to maintain professionalism in your application, don’t be afraid to let your personality shine through. Engage the reader and demonstrate your enthusiastic approach to sales and business development!
Proof of Performance:Include any relevant certifications or training you’ve undertaken in sales or negotiation tactics. If you’ve attended workshops or courses, list these to showcase your commitment to professional development. This extra touch can set you apart from the competition!
How to prepare for a job interview at We Source Talent
✨Know Your Sales Methodologies
Brush up on popular sales methodologies like SPIN Selling or Challenger Sales. Being able to discuss these techniques and how you've applied them will show We Source Talent that you understand the role and can hit the ground running in the sales game.
✨Demonstrate Your Deal-Making Skills
Prepare to share stories from your past experiences where you closed deals, overcame objections, or started new client relationships. We want to show We Source Talent that you’re not just about numbers but also about building lasting connections in business development.
✨Prepare for Role-Play Scenarios
In a full-time sales interview, don’t be surprised if they throw in a role-play exercise to test your pitching skills. Practising how you would pitch a product or handle an objection will help us shine in this simulation—think of it like a dress rehearsal for your future sales calls!
✨Align Your Goals with the Company’s Vision
Take a moment to reflect on how your career ambitions align with We Source Talent’s objectives. When we articulate how our personal growth ties in with the company’s goals, it shows commitment and a genuine interest in contributing to their success.
