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Account Manager - Financial Markets

Job in Albemarle, Stanly County, North Carolina, 28001, USA
Listing for: Wood Mackenzie
Full Time position
Listed on 2026-08-05
Job specializations:
  • Sales
    Business Development, Account Manager, Client Relationship Management, B2B Sales
Job Description & How to Apply Below

Account Manager - Financial Markets

Wood Mackenzie is the global leader in analytics, insights and proprietary data across the entire energy and natural resources landscape. For over 50 years our work has guided the decisions of the world's most influential energy producers, utilities companies, financial institutions and governments.

Now, with the world's energy system more complex and interconnected than ever before, sector-specific views are no longer enough. That's why we've redefined what's possible with Intelligence Connected.

By fusing our unparalleled proprietary data with the sharpest analytical minds, all supercharged by Synoptic AI, we deliver a clear, interconnected view of the entire value chain. Our trusted team of 2,700 experts across 30 countries breaks siloes and connects industries, markets and regions across the globe.

This empowers our customers to identify risk sooner, spot opportunities faster and recalibrate strategy with confidence – whether planning days, weeks, months or decades ahead.

Wood Mackenzie Intelligence Connected

Wood Mackenzie Brand Video

Wood Mackenzie Values

  • Inclusive – we succeed together
  • Trusting – we choose to trust each other
  • Customer committed – we put customers at the heart of our decisions
  • Future Focused – we accelerate change
  • Curious – we turn knowledge into action

Are you a high-performing enterprise sales professional who thrives on managing strategic banking relationships and driving commercial growth?

As an Account Manager, you will own a portfolio of leading global and regional financial institutions. You will be responsible for protecting and expanding recurring revenue through consultative relationship management while identifying significant cross-sell and upsell opportunities across Wood Mackenzie's research, data, analytics and consulting solutions.

This is a highly commercial role requiring strategic account planning, executive stakeholder engagement and disciplined pipeline management. You will partner closely with Product Sales Specialists, Research, Consulting and Customer Success teams to deepen client relationships and deliver measurable value to some of our most important clients.

Fluency in Spanish and/or French is highly desirable as you will engage with clients across Europe, Latin America and other international markets.

Key Responsibilities

  • Own and grow a portfolio of banking and financial institution accounts, delivering against ambitious revenue retention and expansion targets.
  • Build multi-year account plans that identify growth opportunities, stakeholder maps and buying centres across each organisation.
  • Develop executive-level relationships with key decision makers and position Wood Mackenzie as a trusted strategic partner.
  • Anticipate market, regulatory and macroeconomic trends affecting financial institutions and translate these into commercial opportunities.
  • Consistently identify and close cross-sell, upsell and multi-product opportunities across research, data, consulting and analytics solutions.
  • Lead complex commercial negotiations and contract renewals with sophisticated enterprise clients.
  • Drive pipeline generation within existing accounts through proactive client engagement and value-led selling.
  • Collaborate with Product Sales on expansion opportunities within global banking groups.
  • Conduct regular executive business reviews, face-to-face client meetings and virtual engagements.
  • Understand clients' strategic priorities, investment themes and business challenges to position relevant Wood Mackenzie solutions.
  • Act as the trusted voice of the client internally while representing Wood Mackenzie's value proposition externally.
  • Represent Wood Mackenzie at industry conferences, client events and executive networking opportunities.
  • Maintain accurate opportunity forecasting and pipeline management through Salesforce.
  • Deliver disciplined account planning, forecasting and reporting to support regional sales objectives.
  • Share competitive intelligence, customer insights and market feedback to influence product development and go-to-market strategy.
  • Work closely with Marketing, Consulting, Research, Client Success and Sales Specialists to execute account…
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