Account Manager

Dynamo Softwareis a leading global FinTech Research and Portfolio Management SaaS provider offering an industry-tailored highly configurable SaaS platform solving challenges across the alternative investment landscape. For more than 20 years the Dynamo platform has improved the productivity of fundraising deal research investor servicing portfolio management and compliance teams worldwide. Collectively Dynamos 1000 clients manage over $10 trillion in assets. Backed by the largest Private Equity firms in the world Blackstone GrowthandFrancisco Partners Dynamo is seeking to grow our team based on rapidly increasing demand for our financial technology solutions.

The Role: Were looking for an experienced and relationship-driven Account Manager to join our global team. In this role youll own a portfolio of strategic accounts and act as a trusted advisor to our clientsensuring satisfaction driving retention and identifying new opportunities for growth. This is a high-impact role ideal for someone with 510 years of experience in account management within financial technology or a related sector.

Role & Responsibilities:

• Own and manage long-term relationships with a portfolio of clients primarily in our GP vertical.
• Develop a deep understanding of each clients business model investment strategy and use of the Dynamo platform.
• Identify and drive expansion opportunities including upsell and cross-sell in collaboration with Sales and Product teams.
• Act as the voice of the client internally coordinating with Product Client Services and Support to deliver an excellent customer experience.
• Monitor client health and proactively resolve challenges to ensure long-term satisfaction and retention.
• Educate clients on new features product enhancements and best practices to maximize platform adoption and value.
• Travel as needed for onsite client meetings QBRs and industry events.

What You Bring:

• 510 years of client-facing experience in account management relationship management or customer success preferably in fintech investment software or financial services.
• Strong understanding of the alternative investment landscape (e.g. private equity hedge funds real estate institutional investors).
• Ability to lead complex conversations with senior stakeholders and translate business needs into actionable solutions.
• A consultative solutions-oriented mindset and a passion for helping clients succeed.
• Experience working with or managing technical product deployments is a strong plus.
• Excellent communication organization and project management skills.
• Collaborative and proactive approach to working across teams in a fast-paced environment.

Success in This Role Looks Like:

• Strengthening client relationships and improving retention rates.
• Identifying and influencing revenue-generating opportunities across your accounts.
• Acting as a strategic advisor to clients and a key partner to internal teams.
• Contributing to overall account growth and client satisfaction metrics.

What We Offer:

• The ability to have an IMPACT. Good ideas come from everybody in our organization. We are agile enough to embrace new ideas and new directions.
• A very attractive work culture in an established technology company. We take pride in our work and people.
• A competitive base salary performance bonus 401k matching & excellent benefits.
• The right candidate will have the opportunity to interact with all facets of our growing company and to define his or her own career track.

Dynamo SoftwareInc. isanequalopportunity employer. Allemployment decisions and personnel actions at the Company are administered withoutregard to race color religion creed nationalorigin ancestry sex age qualifiedmentalorphysical disability sexual orientation gender identity genetic carrierstatus any veteranstatus any military service any application for any military service or any other category or class protectedby federal state or local laws. All employmentdecisions and personnel actions such as hiring promotioncompensation benefits and terminationare and will continue to be administered in accordance with and to furtherthe principle of equal employment opportunity.

Required Experience:

Manager