Account Associate

Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world’s top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and unique investor-led content with a global expert network. We serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1500 employees located across ten offices.

Position Overview

The Credit and Public Equity’s Client Engagement team plays a crucial role in driving the growth of Third Bridge by managing and enhancing our existing client accounts.

The Account Associate or Senior Account Associate works in tandem with the Account Manager, focusing on day-to-day engagement with end users while ensuring full alignment with the overall account strategy. They are responsible for fostering strong relationships with clients, ensuring high levels of user satisfaction, and facilitating the effective use of our products and services. Although they do not handle contract negotiations, Account Associates are key to maintaining and expanding client relationships.

You will support the Account Manager by diligently managing daily client interactions, addressing user needs, and ensuring seamless service delivery. Account Associates are integral in maintaining account plans, identifying opportunities for increased client engagement, and implementing action items to meet strategic goals within set timeframes.

As an Account Associate, you will focus on delivering excellent service to a defined set of accounts, including key and strategically important clients. You will ensure that users are fully aware of our value proposition, nurture relationships with champion users, and help maximize the value of our offering across the client’s research process.

Account Associates are essential to our business, spending a significant amount of time engaging with existing users, and ensuring that our solutions effectively meet client needs.

Responsibilities

• Partner with the Account Manager to align engagement efforts to maximize revenue and work to achieve renewal objectives. 

• Identify approaches that address the client’s challenges by leveraging qualitative and quantitative problem-solving methodologies that serve to continuously improve client experience and client retention.

• Identify areas of opportunity and work closely with all parties to expand the client relationship - working closely with our Connections team will be key in this. 

• Conduct regular retention and risk analysis of client book of business that provides insights into performance and key client engagement metrics.

• Identify root causes of client issues and suggest the best possible solutions to ensure issues can be eliminated.

• Be the voice of the client, and organize, analyze, and share market feedback with the product and marketing organizations to assist in future roadmap features and product development.

• Build, develop, and manage relationships with client users and key stakeholders within your region, ensuring they are successful in the utilization of their Third Bridge subscription; resulting in client satisfaction, retention, and growth.

• Introduce TB services and capabilities to new client users to ensure fast adoption and product stickiness from the outset of a client’s Third bridge relationship.

• Consistently communicate and demonstrate value to end users, key stakeholders, and decision-makers across and in accordance with the client lifecycle.

• Advocate internally for your clients, particularly for feature improvements that meaningfully solve for repeat use cases.

Skills

• Strategic mindset with an ability to build a long-term vision with short-term execution plans.

• Strong organizational skills.

• Highly performance-driven with an understanding of how to directly impact revenue growth.

• Client-centric attitude, and excellent communication and interpersonal skills.

• Ability to consult with customers to develop and implement an effective outreach strategy that maximizes the value delivered by Third Bridge’s products and services.

• Proven experience building excellent client relationships, fostering value propositions and cultivating long-term partnerships

• ​​​2+ years of professional Sales/ Account Management experience or equivalent client-facing experience. 

• Previous exposure to management of a sales/renewal cycle, negotiation of renewals/sales, and knowledge of cross-sale processes is highly desirable.

How will you be rewarded? 

Base Salary - Up to $75,000 + OTE + benefits.

15 days of vacation (which increases to 20 days after 2 years of service) plus US Holidays

We're very supportive of your career development here in Third Bridge:

• We create flexible career and development paths, with opportunities to gain a wide range of transferable skills.

• We've created comprehensive onboarding and training programmes and in the first 2+ years there is access to our Associate Training Programme, Client Engagement Programme, Emerging Leaders Programme, D&I Awareness course, Breaking Bias course, Manager training Programme and Mentoring Programmes run by our Executive Leadership Team.

• We also provide a Personal Development Allowance to the value of $1150 per year, which can be used for any learning programmes you feel would be beneficial for you.

We also focus on your health and wellbeing:

• A variety of insurance plans

• Health coverage by Empire Blue Cross Blue Shield - Medical Insurance, Dental insurance and Vision plan

• A personal HSA (Health Saving Account) and Medical FSA (Flexible Spending Account)

• Mental health subscription to focus on your mental wellness with free coaching sessions, online therapy sessions and meditation resources

• Monthly social events

• In-office perks, including snacks, weekly lunches, coffee, tea and drinks

Your future and family is important to us, so we offer:

• 401K matching upto 5% of your base salary

• People Development Allowance to help you in your role or in your wider career aspirations

• Life insurance

• A long term disability policy

• An Employee Assistance Program

• Dependent Care FSA

• Pet Insurance

As well as looking at your work-life balance:

• 2 annual volunteer days - so you can help a charity or good cause of your choice

• 2 personal days - for when life throws you a curveball

• Summer Fridays - so you have more time to enjoy the weather

• Work from Anywhere - visit family or extend your holiday by working abroad in approved countries for up to one month each year

And finally, real-time rewards which concentrate on outstanding performance and teamwork using our colleague-to-colleague recognition programme. Watch your points grow and spend them on:

• Savings on hotel stays worldwide

• Gift cards for major retailers including Amazon and H&M

• Donations to charities

• And more!

To find out more about the benefits you will receive, follow the link below and select your local office: https://sites.google.com/thirdbridge.com/people/your-benefits  

The successful candidate must, by the start of the employment, have permission to work in the country they are applying.

We know that to be truly innovative, we need to have a diverse team around us. That is why Third Bridge is committed to creating an inclusive environment and is proud to be an equal opportunity employer. If you are not 100% sure if you are right for the role, please apply anyway and we will be happy to consider your application.