Business Development

Account Management Associate - Financial Services

Experience Level: Junior

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The Account Management Associate on our Financial Services Team will be responsible for helping to grow relationships with our Financial Services investors and supporting our most senior sales professionals. They will be responsible for identifying new, potential GLG users within named accounts, regularly presenting GLG’s platform to Associate and VP-level clients, using GLG’s CRM to track and map client accounts, and work in collaboration with teammates to drive adoption of GLG’s platform. The Account Management Associate role on our Financial Services Team is effectively a business development role that drives business within specific, named accounts that are currently GLG clients.

Specific responsibilities include (but are not limited to):

  • Support current client base
  • Collaborate with senior business development executives to retain and grow existing client relationships
  • Target Associate up to VP-level contacts to increase awareness of GLG, engage them to share business issues and key projects, deliver GLG solutions to meet needs and add value to their business process

Goals and expectations:

  • Tight coordination with client relationship lead and Client Solutions team
  • Help execute relevant parts of account planning process
  • Engage clients via phone outreach
  • Increase unique active users
  • Support renewal process to increase retention rates
  • Help drive attendance to GLG events
  • Create & maintain client presentations

Key performance metrics for the Account Management Associate include total outreach, connected outreach, establishing relationships with contacts at client firms, client revenue growth, increase in users of GLG’s services at client firms, and adoption of new products and systems. The Account Management Associate will work closely with the Business Development Managers so the commercial success of the Business Unit will be a metric in how the Associate is measured. Candidates should be comfortable articulating the value of our expert network, professional services and client-facing software systems to clients.

An ideal candidate will have the following:

  • Bachelor’s degree is required in addition to 1-3 years of demonstrated success selling information services and solutions telephonically
  • The ability to build strong and lasting relationships with key decision makers in client firms
  • Ability to work well independently and be self-motivated
  • A strong passion for persuasion, especially around complicated and intellectually challenging issues
  • Superior verbal communication skills
  • Excellent attention to detail
  • A demonstrated ability to read and understand people

About GLG / Gerson Lehrman Group

GLG is the world’s insight network. Our clients rely on GLG’s global team to connect with powerful insight across fields from our network of 900,000+ experts (and the hundreds of new experts we recruit every day).

We serve thousands of the world’s best businesses, from Fortune 500 corporations to leading technology companies to professional services firms and financial institutions. We connect our clients to the world’s largest and most varied source of first-hand expertise, including executives, scientists, academics, former public-sector leaders, and the foremost subject matter specialists.

GLG’s industry-leading compliance framework allows clients to learn in a structured, auditable, and transparent way, consistent with their own internal compliance obligations and the highest professional ethical standards. Our compliance standards are a major competitive differentiator and key component of the company’s culture.

To learn more, visit www.GLGinsights.com.

EEO Policy Statement

Gerson Lehrman Group, Inc. (“GLG”) is an equal opportunity employer and will not discriminate against any employee or applicant on the basis of age, race, religion, color, marital status, disability, gender, national origin, sexual orientation, veteran status, or any classification protected by federal, state, or local law.