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Enterprise Account Manager

New York, NY

Trillium Surveyor provides powerful, easy-to-use solutions for trade surveillance and best execution, providing actionable insights across equities, derivatives, fixed income, and crypto markets. With patented technology, full depth-of-book market data, and diligent client service, Surveyor empowers clients to build efficient, cost-effective compliance programs.

The Role

We’re looking for an experienced Account Manager in the B2B SaaS space to own the full lifecycle of client engagement - from onboarding and adoption to renewal, upsell, and long-term relationship expansion. This is a high-impact, client-facing role with both strategic and commercial responsibility, directly tied to client retention and revenue growth. You’ll act as the face of our business to key clients, driving value at every stage while keeping a steady pulse on account health.

The ideal candidate is equal parts relationship-builder, commercial operator, and trusted advisor to companies in the capital markets or financial compliance industry. You’ll surface insights that shape our product roadmap, influence our market positioning, and help us deepen our footprint within each account. Over time, this role offers a clear path to leadership, with the opportunity to build and scale a client success function beneath you.

 

What You’ll Do

  • Value-Led Client Conversations: Drive thoughtful, consultative discussions that uncover client needs and position our value as the foundation of every decision. You’ll know how to ask the right questions, frame solutions, and guide renewals and expansions.
  • Renewals & Upsell: Own the full renewal and upsell process, ensuring consistently high retention and measurable account growth.
  • Account Mapping. Identify key stakeholders, socialize use cases, and uncover areas of opportunity within accounts. Socialize findings with the Surveyor team to effectively create a multi-threaded client engagement model, which ensures the ongoing success and growth of our accounts.
  • Client Health Monitoring: Own account health by tracking activity and sentiment, spotting early churn risks. Run point on the full communication loop — coordinating with Technical Account Managers and Product to ensure feedback is captured, shared, and acted on.
  • Multi-Channel Engagement: Stay visible and relevant through email, calls, on-site meetings, executive updates, and industry events – tailoring your approach to context and audience.
  • Market Presence: Represent the company externally, building credibility through conferences, roundtables, and networking while strengthening client loyalty and capturing competitive opportunities.
  • Product & Industry Advocacy: Share compliance insights, product updates, and best practices to position yourself as a trusted advisor and resource, not just a vendor.
  • Cross-Functional Collaboration: Partner with Marketing, Product, and Technical Account Managers to elevate client engagement, feed actionable insights into the roadmap, and ensure client needs shape strategy.

 

About You

You’re a strategic and commercially minded relationship-builder who knows how to build trust, drive outcomes, and grow long-term partnerships. You bring emotional intelligence, domain fluency, resourcefulness and the ability to navigate complex organizations with ease. You enjoy being close to the client and the product and thrive in environments where you can make a measurable impact

 

You'll Be a Great Fit If You Have

  • Experience: 6-9 years in Account Management or Customer Success within B2B SaaS - ideally in FinTech, RegTech, or capital markets.
  • Commercial Acumen: Strong track record of driving renewals, upsells, and expansions while maintaining exceptional client satisfaction. Strong EQ with the instinct to anticipate client needs and navigate complex stakeholder landscapes.
  • Strong track record of driving renewals, upsells, and expansions while maintaining exceptional client satisfaction.
  • Client Fluency: Confident, self-sufficient communicator who manages sensitive conversations with polish and authority. Ability to engage senior stakeholders with confidence - from compliance officers to C-level executives.
  • Strategic Orientation: Skilled at identifying account growth potential and translating business needs into platform value.
  • Data-Driven Mindset: Comfortable using engagement metrics, account health data, and pipeline forecasting to inform your approach.
  • Collaborative Style: Adept at working cross-functionally to align internal teams around client outcomes.
  • Market Network (Bonus): Existing relationships in the financial markets or compliance technology space that could open doors or accelerate growth.
  • Leadership Potential: Entrepreneurial mindset and ambition to grow into leading a team.

 

What Sets You Apart

  • Deep Market Knowledge: Understanding of trading systems, market microstructure, and regulatory technology requirements at the individual message level
  • Client Success Focus: Proven track record of driving client adoption and expansion through technical excellence and relationship management
  • Cross-Functional Leadership: Experience managing complex technical implementations across sales, product, and engineering teams
  • Continuous Learning: Self-directed learner who's not afraid to ask questions, challenge assumptions, and explore new ideas
  • Results-Driven Mindset: Comfortable working across technical and business teams, fostering collaboration and continuous improvement while maintaining focus on measurable outcomes

 

Location: This is a hybrid-role based in Midtown, NYC

 

Compensation and Perks

  • The reasonably estimated salary for this role is $130,000 – $170,000 + Additional Bonus if applicable. Actual compensation is based on a number of factors including but not limited to the candidate's skills, qualifications, and experience. 
  • Complimentary breakfast on Tuesdays and lunch on Wednesdays and Thursdays. 
  • Trillium Surveyors offers a wide range of best in class, comprehensive and inclusive employee benefits and perks including PTO, medical and dental insurance, 401(K) matching, parental leave, pre-tax commuter benefits, catered lunches, and a complimentary membership to Battleground Country Club.

 

 

USA Pay Range

$130,000 - $170,000 USD

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