Job details

Global Client Director - SellSide

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 global client director to join its commercial team. This role will be responsible for managing and growing CMG’s largest sellside client relationships - who are also strategic CMG investors.

The successful client director maximizes both the value their clients receive from CMG's products, and the ARR we derive from them. This person will have a detailed understanding of the opportunity within their book of business – and will be focused on identifying new global revenue opportunities, building strong relationships and proactively selling additional add-on products. Regular collaboration with Customer Success, Product Management, and Engineering functions is an important part of the role.

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 are paramount to the success of both our customers and CMG.

Responsibilities

Exceed annual ARR target: Retain and grow CMG’s largest sellside clients into global partnerships leading to revenue growth that exceeds your ARR targets.
Develop and maintain strategic relationships: Identify, cultivate trust and build rapport with key decision-makers within the client organization to increase CMG brand awareness across all relevant bank departments.
Design account strategies: Create and implement tailored account plans to displace competitors and accelerate adoption of XC transactions.
Identify white-space opportunities: Build global user account maps that help identify new revenue streams across your clients.
Understand client needs: Identify and address the client's strategic business objectives and pain points.
Lead cross-functional teams: Coordinate with Sales, CS reps, and Solutions to deliver exceptional service to the client, manage new user training, and demonstrate increase in user adoption.  Procure product feedback, act as the VOC, and help influence prioritization.
Proactive communication: Ensure regular and effective communication with the client to maintain a high level of engagement. All relevant interactions to be documented in company CRM.
Forecast revenue: Accurately forecast revenue and growth potential for accounts under coverage.

Must-Have

At least 10+ 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 an assigned portfolio of accounts to hit quota
B.S. or B.A. in business management, finance, economics or similar study
Entrepreneurial mindset

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
Remote work environment
Education reimbursement
Continuous learning opportunities
Life insurance
Employee referral bonus
Parental leave

$300,000 - $350,000 a year

Compensation Information:

The total annual earnings, which include base salary and commission, are expected to range between $300,000 and $350,000. 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

$325000 / YEARLY (est.)

min

max

$300000K

$350000K

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What You Should Know About Global Client Director - SellSide, Capital Markets Gateway

As the Global Client Director - SellSide at Capital Markets Gateway LLC. (CMG), you'll find yourself at the forefront of innovation in the financial technology space. CMG has made considerable strides since its inception in 2017, providing a dynamic platform that connects the dots between investors and underwriters in the equity capital markets. Your primary responsibility in this role will be to nurture and expand relationships with CMG’s top sellside clients, who are also essential strategic investors in the company. You’ll be effectively maximizing customer value and ensuring that clients derive the best possible use from CMG’s advanced solutions. Your extensive experience in account management will shine as you develop customized strategies for your client portfolio, continually seek out new global revenue opportunities, and lead collaboration among various teams to deliver exceptional service. Communication and relationship-building will be key as you engage with key decision-makers and ensure that they are well-informed about how CMG can meet their business needs. It's a fast-paced, rewarding environment where your insights on client objectives and market trends will steer our growth. With client satisfaction at the core of our mission, your contributions will ultimately drive both profitability and value for the customers and, of course, for CMG as a whole. If you’re ready to make a difference in this exciting and evolving industry right here in New York, we invite you to take the next step with us.

Frequently Asked Questions (FAQs) for Global Client Director - SellSide Role at Capital Markets Gateway

What are the responsibilities of a Global Client Director - SellSide at Capital Markets Gateway?

As a Global Client Director - SellSide at Capital Markets Gateway, your key responsibilities include managing and growing CMG’s largest sellside client relationships, identifying global revenue opportunities, developing strategic relationships with decision-makers, and designing tailored account strategies. You will also lead cross-functional teams, ensure proactive communication with clients, and accurately forecast revenue for your accounts.