ISS | Institutional Shareholder Services · 1 month ago
Head of Account Management (ISS Market Intelligence)
Boston, MA, US
Full-time
Onsite
Director/Executive
$145K/yr - $175K/yr
10+ years expISS is a leading provider of research and technology solutions for the financial market, and they are seeking a Head of Account Management for North America. This role is responsible for defining and executing the vision for the Account Management function, leading a team focused on client retention, expansion, and satisfaction to drive revenue growth.
FinanceFinancial ServicesFinTech
Responsibilities
Define and communicate the long-term vision for Account Management in North America
Align team goals and initiatives with broader company strategy and growth objectives
Represent Account Management in executive planning and cross-functional leadership forums
Lead, coach, and develop a team of Account Managers to exceed performance targets
Provide structured management, regular feedback, and career development pathways
Foster a culture of accountability, recognition, and continuous improvement
Own account retention, expansion, and satisfaction targets
Drive upsells and cross-sells strategies to increase client lifetime value
Act as an executive sponsor for strategic accounts, resolving escalations and identifying growth opportunities
Define and manage key performance indicators for the Account Management team, aligned with company revenue and retention goals
Monitor individual and team performance across upselling, renewals, client satisfaction, and engagement metrics
Use CRM dashboards and reporting tools to track progress, identify gaps, and implement corrective actions
Conduct regular performance reviews and provide coaching based on KPI outcomes
Own forecasting for account growth, renewals, and upsell revenue across the North American portfolio
Deliver accurate, data-driven performance reports to senior leadership, highlighting trends, risks, and opportunities
Collaborate with Sales Operations and Finance to ensure forecasts align with company targets and inform strategic planning
Maintain visibility into pipeline health and account status through CRM dashboards and reporting tools
Partner with Marketing, Client Success, and Product to deliver impactful campaigns and solutions
Ensure seamless handoffs from New Business and BDR teams to Account Management
Champion client feedback and insights to inform product development and service enhancements
Continuously improve account management workflows, tools, and reporting
Ensure data integrity and visibility across CRM and client engagement platforms
Build clear structure, process, and expectations for directly managed teams
Qualification
Required
BA/BS degree in a related field
10+ years of experience in a customer-facing organization with a focus on service delivery, account management, and client engagement
Demonstrated success in building structured, process-driven environments
Proven track record of recruiting, managing, and developing high-performing teams
Energetic self-starter who uses performance metrics and user data to drive decisions
Strong professional etiquette and relationship-building skills, with empathy for client needs and perspectives
Excellent analytical, problem-solving, and project management capabilities
Exceptional communication and presentation skills
Skilled in influencing actions outside of direct reporting lines through relationship building, persuasion, and consensus
Deep understanding of value drivers in recurring revenue business models
Knowledge of the financial services industry
Benefits
Medical, Dental, and Vision coverage
401(k) with a company match up to 9%, including a Safe Harbor contribution
Flexible Spending Account (FSA) and commuter benefit programs
Generous paid time off
Volunteer Day
Paid parental leave
Hybrid working options
Company
ISS | Institutional Shareholder Services
Founded in 1985, Institutional Shareholder Services group of companies (ISS) empowers investors and companies to build for long-term and sustainable growth by providing high-quality data, analytics and insight.
1001-5000 employees
H1B Sponsorship
ISS | Institutional Shareholder Services has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (7)
2023 (8)
2022 (15)
2021 (16)
2020 (10)
Funding
Current Stage
Late StageTotal Funding
unknown2020-11-17Acquired
Leadership Team
Georgina Marshall
Managing Director
Recent News
Morningstar.com
2026-01-11
2026-01-09
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