Account Manager

The role

Reporting to the Head of North America, the Account Manager role at Fundapps is a client-facing position that entails developing a deep understanding of clients’ requirements, increasing their efficiency and working with them to overcome tech-related challenges. Collaborating with the Sales, Product and Client Success teams, you will quickly establish an understanding of their needs and scope out their regulatory requirements. Building strong client relationships and becoming a trusted partner will be key to this position.

You will also work with the Product and Clients Success teams to drive the adoption of existing products and uncover opportunities to build out new services.

What you'll be working on

• Deliver commercial strategy for a portfolio of accounts by building a deep understanding of our client landscape and needs
• Safeguard existing revenue and grow client ARRManage and lead interactions with clients, prioritising client needs in partnership with the client success team
• Be the main point of contact for decision-makers (COOs/CCOs/CROs/CIOs)Build relationships with key front office stakeholders (PFMs/HFMs/Traders)
• Develop relationships and knowledge of client workflows and challenges to uncover tactical and big-picture opportunities
• Develop a community engagement strategy to understand trends and opportunities for development 
• Proactively engage with clients to understand where we can displace competitor offerings within our current scope and beyond 
• Be at the forefront of understanding new regulation to establish workflow gaps and partner with Product to champion development
• Use client and industry relationships to drive innovative product bets and strive to become a subject matter expert

What you'll bring to the team

• You have a strong understanding of the financial service industry and asset classes
• You have had roles that carried monetary quotas 
• You have experience in negotiating deal terms
• Demonstrable experience in an account management or relationship management role in a B2B or enterprise sales environment
• Expertise in running community-building initiatives 
• You have outstanding communication skills and experience presenting to large groups of people
• You are self-motivated and strive to go the extra mile
• You demonstrate curiosity and showcase behaviours aligned to the FundApps values

Bonus points

• You have an interest in or understanding of regulatory compliance, such as shareholding disclosure and position limits

Who are we?

FundApps is a SaaS scaleup that helps investment managers monitor and comply with worldwide regulations. We were one of the world's first "RegTechs" and we're shaking up an entire industry. Our clients love what we do and this has led to phenomenal, consistent revenue growth. Scottish Equity Partners completed a significant growth equity investment in May 2021 and became minority investors in FundApps.

Our first area of focus was to help managers with Shareholding Disclosure, a complex regulatory problem without a decent solution in the market. We were first to license legal information from aosphere, an affiliate of Allen & Overy, which underpins some of our rule packages. Since that time, our product has become the undisputed market leader for the management of Shareholding Disclosure. We have also added new ground-breaking services - Sensitive Industries and Position Limits - and in 2020, have introduced Rapportr to make reporting simple for our clients.

In 2018, we became a Certified B Corporation and in 2019 were recognised as a B Corp 'Best for the World' Honoree - highlighting our commitment to doing good by our people, the environment and the community. We've also won multiple accolades from organizations such as Wired, The Financial Technologist, World Economic Forum and Deloitte. In total we monitor over $17 trillion in assets under management every single day - this represents ca. 15% of global assets - ranging from hedge funds to some of the world’s largest asset managers, and we're just getting started!

We're a growing team of smart, friendly people with over 30 nationalities at last count. We have offices in London, New York and Singapore and remote employees spread across the globe. 

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Benefits

Life at FundApps

🕐 Work/life balance

👶 26 weeks leave for all new parents regardless of gender, location or family structure

🎓 $1,300 learning budget each year and unlimited professional development leave

🍏 Private medical and dental insurance

💚 Wellbeing benefits such as mental health coaching and a Headspace subscription

💰 Peer micro-bonuses through Bonusly

🚢 25 days holiday leave + an extra day next year if you use it all + an extra day after 3 & 5 years

🧳 5 Years @ FundApps - additional 4 week paid holiday leave during your 5th year as a FundApper

❤️ Unlimited volunteering leave

🎁 Birthday off

😷 Unlimited personal leave

💡 Peer-led ‘Brown-bag lunch’ learning sessions

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We are proud of the diversity of all FundAppers - it makes us strong. You will find flexibility around religious observances, our national flags all around the office, and Pride celebration! If you’re looking for a workplace where you can just be yourself, you’re in the right place.

Your privacy

Any information you submit through our job application process will be used for the purposes of assessing your fit for a role at FundApps. We may also retrieve and store information from your public social media profiles for the same purpose. By applying for this position, you consent to your data being processed in accordance with the FundApps privacy policy.