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Associate, Account Management

BWG Global
Purchase, NY

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Job Details

$65,000 - $75,000 a year

Benefits

Opportunities for advancement

Qualifications

Customer communication
Customer relationship building
Client database systems
Schedule management
Bachelor's degree
Sales management systems proficiency
CRM system proficiency
Productivity software

Full Job Description

Who We Are:

BWG Global is a leading provider of primary research, connecting institutional investors, corporations, and industry professionals through a network of more than 100,000 experts and decision-makers worldwide. Through virtual forums, industry discussions, and customized research solutions, BWG helps clients gain timely insights into key industries, market trends, and business developments.

We are seeking an Associate to join our Strategic Accounts team. This is an excellent opportunity for an early-career professional who is passionate about client service, relationship management, and helping sophisticated clients maximize the value of BWG's research platform and services.

Who You Are:

The Associate will be responsible for managing and growing relationships with existing client accounts. Working closely with the VP of Strategic Accounts, this individual will serve as a trusted point of contact for clients, ensuring a high level of engagement, satisfaction, and retention.

The ideal candidate is organized, proactive, client-focused, and comfortable working in a fast-paced, professional environment. This role offers significant exposure to institutional investors, corporate clients, and senior business leaders while providing opportunities for professional growth within the organization.

What You'll Do:

Build and maintain strong relationships with existing client accounts.
Serve as a primary point of contact for client inquiries, requests, and ongoing account support.
Drive client engagement and adoption of BWG's research offerings, events, and services.
Manage subscription renewals and work to achieve high client retention rates.
Identify opportunities for account growth, cross-selling, and upselling additional BWG products and services.
Coordinate client meetings, reviews, and strategic planning discussions.
Collaborate with internal teams to ensure seamless delivery of client services and successful execution of client initiatives.
Maintain accurate client records, activity tracking, and pipeline management within the company's CRM platform.
Monitor client usage, engagement, and satisfaction to proactively address issues and improve the customer experience.
Prepare account updates, renewal forecasts, and client performance reports for management.
Develop a thorough understanding of BWG's research capabilities, industry coverage, and value proposition.

What You Bring:

Required

Bachelor's degree from an accredited college or university.
0–3 years of experience in account management, customer success, client services, sales support, business development, financial services, research, or a related field.
Excellent written and verbal communication skills.
Strong organizational skills and attention to detail.
Ability to manage multiple priorities and deadlines in a dynamic environment.
Demonstrated ability to build relationships with clients and internal stakeholders.
Proficiency with Microsoft Office Suite and CRM systems.

Preferred

Experience working with institutional investors, financial services firms, research organizations, media, events, or subscription-based businesses.
Familiarity with Salesforce or similar CRM platforms.
Interest in financial markets, business research, and industry analysis.

What Success Looks Like

High levels of client satisfaction and retention.
Successful execution of subscription renewal initiatives.
Increased client engagement across BWG products and services.
Consistent identification of account growth opportunities.
Accurate CRM management and reporting.
Strong collaboration with internal teams and stakeholders.

What We Offer:

Competitive base salary of $65,000–$75,000.
Annual performance-based bonus opportunity.
Professional development and career advancement opportunities.
Exposure to leading institutional investors, corporate executives, and industry experts.
Comprehensive benefits package.

#INDOC

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