Account Manager

Finalis is building the largest investment banking platform in the world. 

🚀 What does Finalis do?

Finalis is the leading platform enabling the securities brokerage landscape to operate legally and compliantly. The firm delivers a white-labeled regulatory affiliation and compliance back-office solution that supports a wide range of private market dealmaking including M&A, capital raising, private placements, direct participation programs, fintech marketplaces, and alternative investment sponsors.

Finalis provides additional leverage to securities brokers with the Finalis Platform, which delivers a hassle-free deal management solution and a Marketplace that connects brokers with one another to gain insights and explore collaborations.

Launched in 2020 and growing rapidly, the SF- and NYC-based firm is on a mission to power dealmakers by building the world’s largest dealmaking platform.

Join us in disrupting the securities industry, for good. 

🌍 How does Finalis work?

• We are a fully-remote company with Finalists distributed between the time zones of Eastern Standard Time and Eastern European Time .

• If you’re located outside this time zone range, depending on the needs of your team, you may be requested to be available during specific hours.

• Although we don’t have an official physical place to work, we promote gathering with your team or other colleagues whenever possible. 

🤝 What about your team?

• As Finalis continues to rapidly grow, we seek an Account Manager to join our Growth Team. As an Account Manager at Finalis, you will be responsible for renewal & expansion sales opportunities across our customer base. The Sales Team is at the core of Finalis’ business, and is responsible for fueling the various sales initiatives across Finalis — including launching new business lines, expanding to global markets, and using data analytics to assess the company’s sales performance.

✨ What will you be doing?

• Oversee the renewal and expansion proposals across all Finalis customers to ensure ARR is retained or expanded

  • Understand and align customer’s business needs and goals to generate renewal quotes

  • Ensure that renewals are closed on a timely basis

• Identify customer risk in partnership with our Customer Success team and lead the mitigation to prevent customer churn. 

• Maximize customer retention rates through effective sales techniques over the phone, video and email while also minimizing customer churn and contraction.

• Collaborate with Customer Success Managers on renewals strategy and plans, leveraging customer analytics and metrics

💬 Who are we looking for 

• You have exceptional written and spoken English

• You have a minimum of  3 years of sales experience 

• Experienced in driving renewals with predictability and delivering to targeted gross retention rates

• Experienced in identifying when expansion opportunities exist and presenting the investment plan to your customer

• You have excellent communication and organizational skills 

• You can handle confidential information

• You have the ability to work swiftly with a high sense of urgency and be comfortable with shifting priorities and deadlines

• You are a self-starter, quick learner and highly organized with attention to detail

• You have the ability to follow up; know what's going on at all times and respond quickly

• You are flexible, patient, persistent and have a team spirit attitude

Bonus Track! 

• You have experience in FinTech or Investment Banking

🌟 What do we offer?

• 100% Remote work (Work from wherever you want!)

• Competitive USD salary 

• High-Speed Internet expenses allowance

• Generous Paid time-off (Vacation Time!)

• Additional 17 Flex Days (to use in national holidays or personal matters)

• Professional Growth Benefits in our E-Learning Platform (Coursera) (take your skills to the next level!) 🚀

• People Team Partner (to target your roadblocks and customize an action plan for your career path)

• Buddy Program

• Virtual After-Office Activities 

• Diverse Culture & Inclusive environment

• Benefits Package [if applicable]

• Paid Family Leave [if applicable]

🌈 Why work with Finalis?

We are a fast-paced startup which will enable you to develop skills quickly and work in an entrepreneurial culture where pushing limits and taking risks is everyday business. As we have Finalists from different countries and cultures, we encourage our team members to develop their soft skills, boosting their ability to adapt themselves to different backgrounds.

Finalis’ core values:

• We embody the trust we deliver

• Embodying the trust we deliver

• Exercising extreme proactivity

• Redefining, uniting and evolving

• Showing passionate engagement

• Practicing Stewardship

Finalis provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity, or gender expression. We are committed to a diverse and inclusive workforce and welcome people from all backgrounds, experiences, perspectives, and abilities.