Associate Director of Account Management, Symphony

• 7+ years of progressive experience in Account Management, Client Success, or Sales within the Fintech, Capital Markets, or Enterprise SaaS industry
• 2+ years of direct experience managing and developing a team of Business Development specialists and Account Managers or similar client-facing professionals
• Demonstrated ability to manage C-level and senior stakeholder relationships at large financial institutions
• Proven track record of meeting or exceeding revenue targets through renewals and expansion
• Exceptional communication, presentation, and negotiation skills

Desirable

• Symphony is seeking a highly motivated and experienced Associate Director, Account Management to lead our client relationship strategy for a portfolio of key fintech and institutional clients.
• This role involves both direct engagement with top-tier clients and the leadership of a team of Business Development Specialists and Account Managers.
• The successful candidate will be responsible for driving revenue growth, ensuring client satisfaction and retention, and translating client needs into actionable product and service strategies. This is a critical leadership role that sits at the intersection of sales, product, and client services
• Manage, mentor, and coach a team of Business Development specialists and Account Managers, fostering a high-performance, client-focused culture
• Conduct regular one-on-ones, performance reviews, and professional development planning to ensure team success and retention
• Define and monitor team KPIs (e.g., renewal rates, upsell/cross-sell targets, client health scores)
• Oversee and manage the largest and most strategic accounts within the team's portfolio, maintaining executive-level relationships
• Develop and execute comprehensive account plans to identify growth opportunities, mitigate risks, and ensure the long-term adoption of Symphony's platform
• Act as the point of escalation for complex client issues, coordinating internal resources to deliver timely and effective solutions
• Be accountable for the renewal and expansion of client contracts within the portfolio
• Identify and secure upsell and cross-sell opportunities for new Symphony products and services, working closely with the sales and product teams
• Analyze client usage data and market trends to proactively recommend solutions that align with client business objectives
• Serve as the voice of the client internally, collaborating with Product Management to influence the product roadmap based on market demand and client feedback
• Work closely with Sales on transitions for new business, and with Implementation/Onboarding to ensure seamless client launches
• Partner with Marketing to develop client case studies and reference accounts