At a Glance
- Tasks: Lead account management for 300+ investment firms, driving retention and expansion.
- Company: Fast-growing AI data platform, often called the 'Bloomberg for private markets'.
- Benefits: Up to £150k OTE with uncapped commission and direct mentorship from founders.
- Other info: Prime Mayfair office location with excellent career growth opportunities.
- Why this job: Be a founding member, shaping post-sales processes in a dynamic environment.
- Qualifications: 2-5 years in B2B SaaS Account Management with a strong AI-driven approach.
The predicted salary is between 80000 - 90000 £ 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.
- Own the full commercial relationship across 300+ investment-firm accounts — driving retention, preventing churn, and closing expansion revenue.
- 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.
Requirements:
- 2–5 years in B2B SaaS Account Management, managing £20k+ ACV accounts.
- 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.
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) in a prime Mayfair office.
🔥Senior Account Manager - AI Data Platform - up to £150k OTE🔥 in City of London employer: We Source Talent
Join a pioneering AI data 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 focus on innovation and a culture that values your contributions, you'll work closely with the founders and enjoy uncapped commission potential alongside a supportive environment for professional growth. This is not just a job; it's a chance to be part of something transformative in the private markets sector.
StudySmarter Expert Advice🤫
We think this is how you could land 🔥Senior Account Manager - AI Data Platform - up to £150k OTE🔥 in City of 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 We Source Talent. 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 🔥Senior Account Manager - AI Data Platform - up to £150k OTE🔥 in City of 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 We Source Talent.
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 We Source Talent'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 We Source Talent
✨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 We Source Talent.
✨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 We Source Talent 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 We Source Talent 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.
