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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