Account Manager - Trading

Fact Set creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions.

At Fact Set, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities.

We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations.

We are seeking a motivated Account Manager to join the Account Management team for the Liquidity Book product. As an individual contributor, you will play a pivotal role in strengthening client engagement, satisfaction, and retention, ensuring that clients derive the greatest value from Liquidity Book at Fact Set.

• Embrace and promote our customer-first culture as an Account Manager on the Liquidity Book 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 (Q ) meetings with your Liquidity Book 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 Fact Set.
• Cultivate strong relationships with key contacts at each client organization, reinforcing the partnership between Fact Set and your clients.

• 3+ 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.
• Familiarity with order management, execution management, and portfolio management systems (OMS/EMS/PMS) within a buy‑side investment environment, with the ability to leverage these platforms to support trading workflows, portfolio construction, and operational efficiency.
• 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.
• Bachelor’s Degree in a related field.

New York

Hybrid

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.

• The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start‑up.
• Support for your total well‑being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and…