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Account Manager

Remote, USA Full-time Posted 2026-06-16

Iress is a leading technology company in the financial services sector, and they are seeking a client-focused Account Manager to enhance client relationships and drive account growth. The role involves managing client interactions, developing account management plans, and ensuring clients fully utilize Iress’ solutions.

Responsibilities

  • Building strong, trusted relationships with clients and understanding their strategy, priorities and challenges
  • Developing and executing structured account management plans to drive engagement and growth
  • Managing commercial discussions and revenue opportunities, including forecasting and pipeline management
  • Driving client retention and identifying opportunities to expand product usage and introduce additional solutions
  • Acting as the primary point of contact for client projects, feature requests and issue escalation
  • Partnering with internal teams including product support, client delivery and finance to deliver a seamless client experience
  • Supporting the rollout and adoption of new product functionality, upgrades and enhancements
  • Educating clients on new capabilities and ensuring successful adoption of Iress products
  • Maintaining accurate records of client interactions and opportunities within CRM systems
  • Managing revenue related client requests, including billing and licensing updates

Skills

  • Experience within the Trading, Market Data, or broader Financial Markets industry, with a strong interest in transitioning into a client facing account management role
  • Strong interpersonal and communication skills, with the ability to build rapport and develop trusted relationships with clients or stakeholders
  • Proactive problem solving abilities, being able to identify solutions and supporting positive outcomes for clients or internal teams
  • A self motivated and organised approach, with strong attention to detail and a willingness to learn

Benefits

  • 8 additional paid days per year to extend your weekends
  • Hybrid working
  • Generous cash bonus for every successful referral
  • Starting school leave - 8.5 days of leave to assist your children with the transition to school
  • Up to 26 weeks’ paid parental leave for primary carers (up to 4 weeks for secondary carers), and the ability to work part-time when returning to work
  • 3 days’ paid leave per year to participate in charity initiatives
  • Discounted health insurance premiums
  • Gym membership discounts
  • Access to learning and development programs through LinkedIn Learning

Company Overview

  • IRESS is a principal supplier of a wide range of share market and wealth management systems within the region. It was founded in 1993, and is headquartered in Melbourne, Victoria, AUS, with a workforce of 1001-5000 employees. Its website is http://www.iress.com/.
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