Allocator Finance/FinTech

Enterprise Account Manager

London, United Kingdom In person Full-time

About Allocator

  • Allocator is the data platform built solely with Institutional LPs in mind, serving leading endowments,
  • foundations, pension funds, family offices, sovereign wealth funds, private banks and fund of funds
  • across the world in their endeavours to make the best possible investment decisions, safe in the
  • knowledge they've used every available piece of information and data to do so.
  • We help the largest asset allocators replace spreadsheets and manual research with a single data set
  • spanning accounting, performance and transparency across their entire alternative allocation by
  • monitoring hedge funds and private capital funds of all strategies.
  • We're growing fast (10x revenue in 5 years), with 60% of our clients based in the US, ahead of us
  • establishing a dedicated presence there.

The Role

  • As an Enterprise Account Manager, you'll own a book of existing institutional clients once they have
  • passed their first year on the platform. Your job is to own those relationships, secure them, and grow
  • them. You'll work directly with COOs, CFOs, Heads of Data, and Investment teams at the largest
  • allocators in the world.
  • We run a strong land and expand motion. Often clients start with part of their portfolio or one use case,
  • and the larger opportunity comes after. You'll identify, prospect, and run those expansions yourself,
  • with the potential to grow an account's value 2-4x after the initial implementation. Our clients are
  • institutional allocators, asset owners and GP-LPs and a real understanding of how they invest and
  • operate is central to ensuring accounts grow.

What You'll Own

  • Relationship ownership: be the senior, trusted point of contact for every account in your book,
  • building coverage across COO, CFO, data, and Investment teams so no account rests on a single
  • champion
  • Renewals: secure every renewal by running it as a sales cycle from six months out, covering
  • value review, stakeholder mapping, commercial proposal, negotiation, and signature
  • Expansion (upsells & backsales): increase volumes of existing services plus sell additional
  • products and services into existing accounts the way a new business seller would. You'll identify
  • the opportunity, prospect into new teams and stakeholders, and run the full cycle through to
  • signature, with the aim of growing account values significantly
  • Business reviews: lead regular reviews with key client stakeholders, showing usage, data
  • coverage, and the value delivered, and use them to open the next expansion conversation
  • Account health: spot risk early (usage, data quality, champion changes, competitor activity) and
  • run save plans before a renewal is in play
  • Handover from new business: take accounts over from the new business team, and partner
  • with Customer Success and Data to keep delivery on track
  • Feed the business: surface product gaps, expansion signals, and competitive intelligence to
  • Product and GTM leadership

What We're Looking For

  • 3+ years as an Account Manager owning a book of existing enterprise clients, with a track
  • record of retaining and growing them against a number
  • Experience at enterprise spend levels: you have managed clients spending between $250k and
  • $1m USD per year, and negotiated renewals and expansions at that scale with procurement,
  • legal, and finance all involved
  • Strong knowledge of the buy-side: you understand private markets, hedge funds, and capital
  • markets, and how institutional investors operate
  • A proven expansion record: you have found, prospected, and closed new products or services
  • into existing accounts, not just renewed them
  • Strong commercial and business-case skills: you can quantify the value a client is getting and
  • use it to grow the account
  • A builder's mindset: you'll shape how account management works here, not inherit a finished
  • playbook
  • Nice to Have
  • Direct experience working with institutional LPs: funds of funds, secondaries funds, pension
  • funds, endowments, or similar allocators
  • Experience with data, analytics, or portfolio management software sold to the buy-side
  • Familiarity with secondaries, fund-of-funds structures, or private markets reporting workflows

Job description provided by Allocator.
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