FactSet · 6 hours ago
Account Manager - Trading
United States, New York, 111 West 33rd Street
Full-time
Hybrid
Mid, Senior Level
$96K/yr - $120K/yr
5+ years expFactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide. They are seeking a motivated Account Manager to join the Account Management team for the LiquidityBook product, where you will play a pivotal role in strengthening client engagement, satisfaction, and retention.
AnalyticsFinanceFinancial ExchangesFinancial ServicesInsurTechSoftware
No H1B
Responsibilities
Embrace and promote our customer-first culture as an Account Manager on the LiquidityBook team
Develop and execute customer success strategies, analyze support data to identify trends, and help refine the customer journey for your assigned accounts
Apply targeted tactics to boost product adoption and enhance customer loyalty, directly impacting retention and reducing churn for your portfolio
Lead Quarterly Business Review (QBR) meetings with your LiquidityBook clients, capturing comprehensive notes and actionable feedback
Through QBRs, uncover specific issues, workflow enhancements, and overall product feedback, as well as recognize upsell and cross-sell opportunities (e.g., data, EMS/OMS/PMS, TCA)
Implement process or configuration improvements tailored to individual client environments and needs
Act as an escalation point for your clients’ complex issues, coordinating with internal teams to deliver effective, timely solutions
Monitor and report on key performance indicators (KPIs) and health metrics (e.g., NPS, client satisfaction, churn reduction) for your accounts
Foster a feedback loop between your clients and our Front-office Product teams, supporting collaborative product development aligned to client objectives
Represent the Voice of the Customer in meetings, communicating client challenges and strategic feedback to FactSet
Cultivate strong relationships with key contacts at each client organization, reinforcing the partnership between FactSet and your clients
Qualification
Required
5+ years in a client service role focused on front-office trading workflows, ideally at a trading software vendor; management experience is welcome but not required
Meticulous attention to detail, especially in client meeting documentation, while appreciating the broader context of client needs
Deep understanding of customer expectations and a passion for building long-term relationships
Ability to positively influence client retention by aligning product knowledge to client objectives
Interest or experience in sales, retention, and business growth
Exceptional interpersonal and relationship-building skills
Strong organizational and project management abilities
Outstanding verbal and written communication
Creative, resourceful problem-solver with a track record of delivering results
Bachelors Degree in related field
For U.S. locations, must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
Benefits
Health, life, and disability insurance
Retirement savings plans
Discounted employee stock purchase program
Paid time off for holidays
Family leave
Company-wide wellness days
Flexible work accommodations
Career progression planning with dedicated time each month for learning and development
Company
FactSet
FactSet is a financial research company that offers risk analytics tools and data for institutional investors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1996-06-28IPO
Leadership Team
Kate Stepp
Chief Technology Officer
Helen Shan
EVP and Chief Financial Officer
Recent News
2025-12-20
2025-12-19
2025-12-18
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