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Enterprise Account Manager (US - Remote)

Role overview

Summary

This role focuses on managing and expanding relationships with institutional clients at Allocator. You will work closely with senior stakeholders to secure renewals and identify growth opportunities, contributing to the company's expansion in the US market.

Qualifications

  • 3+ years as an Account Manager owning a book of existing enterprise clients.
  • Experience managing clients spending between $250k and $1m per year.
  • Strong knowledge of private markets, hedge funds, and capital markets.
  • A proven record of finding and closing new products or services into existing accounts.
  • Strong commercial and business-case skills.

Responsibilities

  • Own relationships with existing institutional clients and serve as their trusted point of contact.
  • Secure renewals by managing the sales cycle, including value reviews and negotiations.
  • Identify and run expansions by upselling additional products and services into existing accounts.
  • Lead regular business reviews with key client stakeholders to demonstrate value and initiate further expansion discussions.

Key facts

Hard skills

Other skills

  • Negotiation
  • Financial Acumen

About the company

Allocator logo

Allocator

  • Fintech & Payments
  • 11–50
Allocator is a data and software-as-a-service company, providing integrated data and software solutions to the alternative investments industry. Our mission is to help private capital investors transform their investment operations and research processes by providing a world-class data and analytics platform to inform their investment decision support systems. We offer LPs access to their investment data in a standardised and consistent format removing the need for investment teams to spend their time on data management processes. We transform their investment and research requirements into actionable insights so that they can spend more time making investment decisions and less time on managing data. We offer a flexible solutions suite to enhance and compliment all institutional investing workflows in a scalable and easily integrable manner, keeping our clients focused on building strong investment outcomes. Our clients include fund of funds, family offices, private banks, wealth managers, pension funds, endowments, insurance companies, sovereign wealth funds and oCIOs in 15 countries across Europe, North America and Asia Pacific. To learn more contact us at: www.allocator.com

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Job description

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 endeavors 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.

This is a fully remote role, while Allocator establishes its US presence. With clients across North America, EMEA and APAC, regular travel to client sites is part of the role.

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 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, including helping establish Allocator's early presence in the US market


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

If you’re ready to start a conversation about how you might contribute to Allocator, send us your resume.

Allocator appreciates and respects diversity. We are an equal opportunity employer.

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