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Account Manager, Buy-Side

The Company 


Capital Markets Gateway LLC (CMG) is a financial technology firm, uniquely focused on the equity capital markets (ECM), connecting investors and underwriters via a neutral platform. CMG delivers integrated ECM data and analytics, unrivaled transparency into deal flow, and workflow efficiencies for an otherwise fragmented and inefficient process. Providing a digital system of record for firm-wide deal activity, CMG helps clients make more timely, better-informed decisions. Launched in 2017 by a team of ECM practitioners, CMG has completed two successful fundraising rounds and is backed by a group of the world’s most prestigious financial institutions. The CMG platform is currently relied upon by nearly 150 buy-side firms representing $40 trillion in AUM and 20 global investment banks. For more information, please visit www.cmgx.io

 

The Role


CMG is seeking a Buy-Side Account Manager to join a rapidly growing commercial team. Account Managers are responsible for hitting quota by retaining and growing their book of buyside clients. 

 

The successful account manager develops close partnerships with all their clients and is an expert on the CMG platform with a unique focus on the equity capital markets. The account manager ensures successful platform adoption, constantly drives the value proposition of the service, proactively seeks growth opportunities, and strives to limit churn and maximize renewal uplifts. Account managers are expected to be an excellent collaborator partnering with Customer Success, Product Management, and Engineering functions. 

 

As a leading FinTech looking to deliver innovation to the equity capital markets, CMG is transforming one of the hottest areas of Wall Street. With customer satisfaction as the pinnacle of our core values, exceptional customer support and account management is paramount to the success of both our customers and CMG. 


Responsibilities
  • Actively retain and grow a portfolio of assigned clients to meet and surpass quarterly and annual quotas
  •  Drive customer engagement to establish champion users across a book of clients Identify customer expansion opportunities & churn risks 
  • Meet with clients quarterly to define client expectations and ensure CMG is providing value to their ECM process 
  • Develop in-depth understanding of the clients buying process and intimate knowledge of the key players involved and approval process 
  • Record all calls, meetings, and emails in CMG’s CRM system  
  • Accurately forecast upcoming renewals and growth opportunities monthly  
  • Collaborate with CMG Customer Success team to provide top notch customer success 
  • Ensure renewals come in on-time and consistently with growth 
  • Provide product feedback, sentiment, and trends in the industry to internal teams 
  • Partner with Marketing to develop and deliver collateral to support growth and adoption initiatives


You have
  • At least 3+ years of prior account management and/or customer success experience, preferably within FinTech or SaaS 
  • Experience with data analytics & collaboration tools including Excel, MixPanel, Slack, HubSpot, and business intelligence platforms 
  • Highly proficient in communication and presentation skills with the ability to effectively adjust communication to the target audience (Head Trader, IT/Ops Leads, Sales Traders, etc.) 
  • Capital Markets experience with Investment Bank and/or Investment Management a strong advantage 
  • Previously managed the renewal process for assigned portfolio of accounts to hit quota 
  • B.S. or B.A. in Business Management, Finance, Economics, or similar study 
  • You have an entrepreneurial mindset and a ‘can-do’ attitude  


Our Values
  • We innovate with purpose 
  • We focus on outcomes vs. output 
  • We believe diverse and inclusive teams fuel innovation 
  • We are humble yet candid 
  • We do right by the customer


What We Offer
  • Comprehensive benefits program (Medical, Dental & Vision)  
  • Equity  
  • 401k company match  
  • Flexible Spending & Health Savings Account 
  • Unlimited PTO 
  • Hybrid work environment 
  • Education reimbursement 
  • Continuous learning opportunities 
  • Life insurance 
  • Employee referral bonus 
  • Parental leave 


$175,000 - $250,000 a year
Compensation Information: 
The estimated salary range for this role is US$100,000 – US$150,000 base plus commission. The total on target earnings are expected to range between US$175,000 – US$250,000. The successful candidate’s salary will be determined by non-discriminatory factors such as skills and experience. Additionally, this role is eligible to participate in our benefits program including health, dental, vision, 401K, paid time off and our equity plan.   

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm you are authorized to work in the U.S.  

  

At CMG, we embrace our ongoing commitment to build a culture reflecting the people, perspectives, and passions it represents. We will accept nothing less than equity, inclusion, and belonging for all. With the only constant in life being change, we will always listen, learn, and improve for the betterment of our teams, customers, and communities. CMG is proud to be an Equal Opportunity and Affirmative Action Employer. 

Average salary estimate

$212500 / YEARLY (est.)
min
max
$175000K
$250000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Account Manager, Buy-Side, Capital Markets Gateway

As an Account Manager, Buy-Side at Capital Markets Gateway LLC (CMG), based in the bustling financial hub of New York City, you'll find yourself at the forefront of the equity capital markets (ECM) innovation. CMG, a leading financial technology firm, excels in providing unparalleled data, analytics, and transparency that empower clients in making informed decisions. Your role will involve managing a portfolio of buy-side clients while forging lasting partnerships and ensuring they realize the full value of the CMG platform. Imagine collaborating closely with diverse clients and key stakeholders, such as Head Traders and IT teams, to drive platform adoption and engagement. You will actively seek growth opportunities, mitigate churn, and achieve renewal uplifts. With your entrepreneurial spirit and extensive account management experience, you'll be working directly with exceptional teams across Customer Success, Product Management, and Engineering to deliver top-notch service. Besides, your insights as a seasoned professional in capital markets will not only contribute to your clients' successes but also to CMG's continuous innovation in the financial services sector. If you're ready to embrace a hands-on, results-oriented mindset and strive to make a real impact in a fast-paced environment, then the Account Manager position at CMG is perfect for you.

Frequently Asked Questions (FAQs) for Account Manager, Buy-Side Role at Capital Markets Gateway
What are the main responsibilities of an Account Manager, Buy-Side at Capital Markets Gateway LLC?

The main responsibilities of an Account Manager, Buy-Side at Capital Markets Gateway LLC include actively retaining and growing a portfolio of assigned clients, driving customer engagement, monitoring churn risks, and identifying expansion opportunities. This role also involves collaborating with internal customer success and product teams to ensure clients are receiving value and achieving their objectives with the CMG platform.

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What qualifications and experience are needed for the Account Manager, Buy-Side position at CMG?

To qualify for the Account Manager, Buy-Side position at Capital Markets Gateway LLC, candidates should possess at least 3+ years of account management or customer success experience, preferably within the FinTech or SaaS sectors. A strong background in capital markets, along with proficiency in data analytics and collaboration tools, is highly advantageous. A B.S. or B.A. in Business Management, Finance, Economics, or a related field is also required.

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How does Capital Markets Gateway LLC support the growth and development of its Account Managers?

Capital Markets Gateway LLC believes in the continuous growth of its employees. As an Account Manager, Buy-Side, you'll have access to comprehensive benefits, including education reimbursement and continuous learning opportunities. CMG fosters a hybrid work environment that encourages collaboration, professional growth, and opportunities to contribute to key projects that enhance your skills and expertise.

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What is the expected salary range for the Account Manager, Buy-Side role at CMG?

The expected salary range for the Account Manager, Buy-Side role at Capital Markets Gateway LLC typically falls between $175,000 and $250,000 per year, which includes a base salary of $100,000 to $150,000 plus commission. Additionally, the compensation package includes a comprehensive benefits program, including health, dental, vision, 401K, unlimited PTO, and equity options.

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What are the key values that Capital Markets Gateway LLC emphasizes for its Account Managers?

Capital Markets Gateway LLC values innovation with purpose, outcome-focused work, diversity and inclusion, humility, and commitment to customer satisfaction. As an Account Manager, Buy-Side, you'll embody these principles by actively collaborating with clients and internal teams to foster strong relationships and ensure mutual success.

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Common Interview Questions for Account Manager, Buy-Side
Can you describe your experience managing accounts in the capital markets?

When answering this question, highlight specific accounts you've managed, focusing on your strategies for client retention and growth. Discuss your familiarity with the ECM processes and how you facilitated communication between clients and internal teams to enhance service delivery.

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How do you identify and manage churn risks in your client portfolio?

Discuss your proactive approach by explaining how you monitor key metrics, engage with clients regularly, and solicit feedback to recognize signs of dissatisfaction. Articulate steps you've taken in the past to address potential churn and ensure clients remain satisfied and engaged.

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What strategies do you use to drive customer engagement within your accounts?

Describe effective strategies you've implemented, such as personalized outreach, regular check-ins, or workshop sessions to educate clients about features and benefits. Highlight how building strong relationships leads to increased client loyalty and renewals.

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How do you collaborate with cross-functional teams to deliver value to your clients?

Emphasize your experience working with different teams like Customer Success, Product Management, and Engineering. Share specific instances where your collaboration helped solve client issues or improved service offerings.

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Can you provide an example of a successful account growth initiative you've led?

Share a detailed example where you identified growth opportunities in a client account, developing and executing a strategy for expansion, resulting in measurable outcomes. Use metrics and feedback to demonstrate your success.

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What role does data analytics play in your approach to account management?

Discuss how you leverage data analytics tools to assess client engagement, understand usage patterns, and send targeted communications. Explain how data-driven decision-making enhances your ability to manage accounts effectively.

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How do you stay informed about industry trends that can impact your clients?

Highlight your commitment to ongoing learning, whether through industry publications, webinars, or networking events. Mention how staying updated allows you to provide better insights and recommendations to your clients.

Join Rise to see the full answer
What tactics do you employ to ensure timely renewals and consistent growth?

Explain your methods for managing the renewal process, including forecasting upcoming renewals and maintaining regular communication with clients to reinforce value and address potential concerns.

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How do you handle challenging conversations with dissatisfied clients?

Share your strategy for approaching difficult discussions with empathy and a problem-solving mindset. Illustrate how open communication and a focus on resolution can turn dissatisfaction into satisfaction.

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Why do you want to work as an Account Manager at Capital Markets Gateway LLC?

Convey your passion for the financial technology industry and how CMG's focus on innovation aligns with your career goals. Emphasize your desire to make a meaningful impact on clients' successes within the ECM space.

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Full-time, hybrid
DATE POSTED
March 13, 2025

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