Senior Account Manager, dv01
$120-130k
Data hub between lenders and capital markets
Be an early applicant
Data hub between lenders and capital markets
101-200 employees
Be an early applicant
$120-130k
101-200 employees
Company mission
To unlock the value data by building the most comprehensive structured products data library and analytical tools to transform workflows.
Role
Who you are
- 3–5+ years of account management, client success, or post-sales experience, ideally in FinTech, ABS/Structured Products, Capital Markets, or a closely related field
- A track record of owning and growing high-value client relationships, including leading complex renewals and expansions
- Executive presence — you're comfortable and confident engaging senior stakeholders, including C-suite, both internally and externally
- Strong commercial instincts: you understand how to identify growth opportunities and build a business case for expansion
- Deep product curiosity and technical aptitude — you learn SaaS platforms quickly and can speak fluently about complex financial data products
- Excellent communication skills, both written and verbal, with the ability to tailor your message to different audiences
- Highly organized with strong attention to detail — you manage multiple accounts and priorities without dropping the ball
- Experience with Salesforce or similar CRM; comfort using analytics tools (Tableau, Metabase) to derive client insights
- A collaborative, proactive mindset — you work well across teams and take initiative without waiting to be asked
- Ability to visit clients occasionally in the NY Metro Area
What the job involves
- Own a portfolio of high-value and strategic accounts — serve as the primary point of contact and trusted advisor for executive and operational stakeholders
- Lead contract renewals and expansions end-to-end, including negotiation, deal structuring, and coordination with Finance and Legal
- Build and execute strategic account plans with clear growth objectives, risk mitigation strategies, and multi-quarter action items
- Proactively develop and maintain C-suite and senior-level relationships, ensuring dv01 is embedded in clients' core workflows
- Identify and execute cross-sell and upsell opportunities across dv01's full product suite, partnering with Sales and Product Specialists as needed
- Leverage user analytics and engagement data to drive product adoption, surface expansion opportunities, and optimize the client experience
- Contribute to dv01's product feedback loop — synthesize client insights and communicate structured feedback to the Product team
- Collaborate cross-functionally with Sales, Support, Product, and Engineering to resolve escalations and evolve the product with client needs in mind
- Facilitate quarterly business reviews (QBRs), product demos, and training sessions for your accounts
- Participate in industry conferences, client events, and trade shows as a representative of dv01
Our take
Analyzing and utilizing huge data sets is a laborious process for investors and the consumer lending industry. Sifting through databases with tens of thousands of cells is already tedious, and the analysis of international data through archaic technology presents further complications.
dv01 believes these challenges have the potential to result in a financial endemic. It aims to solve it through end-to-end data management, reporting, and analytic solutions designed bespoke for mortgage and consumer lending markets.
Whilst there are competitors offering similar, individual services in this space, dv01 stands out by providing an end-to-end platform. This has been successful in attracting over 400 companies including Redwood Trust, Lending Club, and Western Asset, and has now seen the company be acquired by Fitch Solutions.
Steph
Company Specialist at Welcome to the Jungle
Insights
1% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Jan 2021
$6m
SERIES B
Jan 2019
$15m
SERIES B
Total funding: $36.5m
Company benefits
- In-Person Team Building Events & Annual Company Offsite
- Peer Recognition program
- Virtual Coffees & Hangouts
- Remote Work with Office Space in New York
- Cultural Awareness and Impact Events
- Free All-Access Equinox Pass or Health and Wellness Stipend
- Virtual Team Workouts
- Nearly 100% Paid Health Insurance
- Unlimited PTO
- Free One Medical Membership
- Entrepreneur Panel Discussions
- Lunch & Learns
- Prototype Days
- Learning and Development Allowance
- 401(k) Plan via Guideline
Company HQ
Flatiron District, New York, NY
Leadership
Perry Rahbar
(Founder & CEO)Previously the Managing Director at Bear Sterns and then Executive Director at JP Morgan. Co-founded Everyday Hospitality which continues to operate. Current Board Member at Structured Finance Association.
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