Account Manager

Overview:
**The Company**:
Preqin is an award-winning, independent, research company providing data and intelligence to the financial

industry. Investment professionals use Preqin’s online products to obtain key information for business-critical

decision-making. Preqin’s clients include fund managers, legal firms, institutional investors, financial advisors

and placement agents.

Primarily a data company; Preqin is also a fast-moving fintech with a strong growth record and a world-wide

staff base. Owned by our founder, directors and employee shareholders, we care passionately about our

customers, brand and the employees that make it all happen.

**Team Overview**:
ASA (ASEAN and South Asia) is Preqin’s second largest team in APAC. It is a dynamic territory with its

longstanding prime markets in Singapore, Malaysia and India; emerging market potential in Thailand, Indonesia

and Vietnam.

The team has seen double-digit growth in annual recurring revenue (ARR) in the last seven years with a stable

client base, consisting of established fund managers, institutional investors and service providers (law firms,

consulting firms, banks etc.).

The existing team consists of highly motivated, energetic and achievement-oriented individuals; this regional

territory has consistently been one of the top drivers for APAC’s performance. The team’s primary goal is to

grow Preqin’s business, relationships and brand equity in ASA.

**Role Overview**:
The account manager will inherit a portfolio of accounts within the ASA territory; their primary goal is to

strategically manage and grow net revenue from this book of business. It is dynamic sales role with fundamental

activities rooted in renewals and usage growth, while simultaneously requiring a strong tactical focus on

upselling and cross-selling products and into new departments/subsidiaries.

**Responsibilities**:
**Roles and Responsibilities**:

- Achieve or exceed monthly net sales targets by developing and growing existing accounts
- Manage account renewals every month and adopt best-practices in executing and negotiating
- Hunt for opportunities to upsell and cross-sell by having an in-depth understanding of customers’ business

and Preqin’s suite of solutions
- Employ a consultative approach to selling Preqin’s services - deep understanding of clients’ business models

and problems, their workflow processes, and identifying the appropriate Preqin solutions
- Work collaboratively within a team environment to prioritize the interests of our customers and the firm
- Accurately report internal administration: CRM activity log, sales pipeline forecasting, monthly reports to

management, renewal planning and proposal preparation

Qualifications:
**Key Requirements for this Role**:

- At least 2 years of sales and strategic account management experience in a similar discipline (preferred:
financial data vendor, financial services, alternative investments, business to business SaaS sales,

solution selling)
- Consultative sales (e.g. SPIN selling) and negotiation skills and experience in a B2B ecosystem
- Proven track record in achieving sales and retention targets
- Excellent interpersonal skills in written and verbal business communications
- Organized, detail-oriented with the ability to prioritize and respond quickly
- Sales motivated, team-focused attitude, and willingness to collaborate with peers, product

management, and internal key constituents at the firm
- Working knowledge of the financial market data space, alternative assets, and financial services

industries
- Highly proficient in MS Office Suite and CRM systems.
- Bachelor’s Degree in Finance, Business or related field required

**Desirable Requirements**:

- Demonstrate ability to build and maintain relationships at all levels with internal and external

stakeholders
- Experience with Salesforce is preferred
- Willingness to travel when opportunities arise

Other:
**Company Benefits**:

- Medical and dental benefits
- Flexi Benefits - Health and Wellness Incentives
- 21 days holiday
- We also sponsor employeesto undertake professional training or to gain qualificationsrelevant to their

career

**Training and Development**
Preqin offers comprehensive Sales Training to all new members of the Sales and CS Teams. Our training is

provided in the first few weeks of joining us and utilises powerful, up-to-date techniques along-side industry

knowledge to create a truly bespoke training experience unique to Preqin. Individuals that complete our

programmes are able to conduct more efficient prospecting, uncover more value within our prospects and

clients, resist and overcome objections and achieve success in a shorter period. Once completed and an

assessment passed, all Sales & CS reps will be fully certified in Preqin Sales Fundamentals and experience a

reduced ramping period and earn more money, faster.

**Equal Opportunities**:
Preqin is an equal opportunity employer wher