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Trepp

Delivers CRE and structured finance analytics

Strategic Account Manager

Account ManagementConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • Seven to ten or more years of experience in Structured Finance, specifically Commercial Mortgage-Backed Securities (CMBS) or Commercial Real Estate (CRE), including a track record managing large, strategic accounts.
  • A bachelor's degree in a related field.
  • Proven experience building and managing relationships with senior and executive-level stakeholders, including vice presidents, managing directors, and C-suite executives.
  • Advanced negotiation skills, with demonstrated success structuring and closing complex, multi-year enterprise agreements.
  • Demonstrated ability to develop and execute strategic account plans that drive measurable expansion revenue.
  • Ability to translate complex CMBS/CRE data and analytics into actionable business insights for clients and internal stakeholders.
  • Experience partnering cross-functionally with Product, Sales, and Support to shape roadmap priorities and drive retention.
  • Strong executive presence with polished, professional presentation and communication skills.
  • An entrepreneurial, self-directed mindset and ability to own strategy and execution with minimal oversight.
  • Quantitative and analytical skills, with an aptitude for explaining complex concepts to varied audiences.
  • Familiarity with business organizational structures in the financial services industry.
  • Willingness to travel as required.

Responsibilities

  • Serve as the primary strategic point of contact for the firm's largest and most complex accounts, building trusted-advisor relationships with VP, MD, and C-suite stakeholders.
  • Develop and execute comprehensive, multi-year account plans that identify whitespace, cross-sell, and upsell opportunities across the CMBS and CRE data suite.
  • Lead negotiation and renewal of complex, high-value enterprise agreements, structuring terms that balance client needs with revenue objectives.
  • Serve as the senior escalation point for high-priority client issues and ensure rapid, high-touch resolution.
  • Monitor usage and engagement trends across the portfolio to proactively identify churn risk and intervene with retention strategies.
  • Prepare and deliver data-driven business reviews and strategic recommendations to client and internal senior leadership.
  • Relay strategic client feedback to Product Development and influence product roadmap and enhancements.
  • Maintain expert-level knowledge of the CMBS, CRE, and structured finance markets to advise clients on market conditions and platform strategy.
  • Mentor and support Account Managers on relationship management, negotiation, and account-planning best practices.
  • Represent the company at industry conferences and client events to strengthen brand visibility among CRE and CMBS decision-makers.
  • Identify and develop new business opportunities within existing strategic accounts.
  • Facilitate quarterly or semiannual in-person meetings with key strategic accounts, tailored to client requirements.

Desired Qualifications

  • An MBA or advanced degree is a plus.

About the Company

Trepp

Delivers CRE and structured finance analytics

Trepp offers information, analytics, and advisory services for the Structured Finance, Commercial Real Estate (CRE), and Banking markets. Its platform combines a large database of securitized mortgages with analytics to deliver insights that help investors, lenders, and service providers make informed decisions across debt, equity, operating performance, and market trends. The data and analytics are accessed through a subscription model, and Trepp also provides customized advisory services for clients who need tailored reporting and guidance. Revenue comes from subscriptions and consulting fees. A key differentiator is Trepp’s extensive, over-20-years of historical data and research capabilities, offering detailed market insights and reporting that can improve transparency, efficiency, and investment performance. Trepp’s goal is to help clients navigate market volatility and optimize their investment strategies through timely, accurate, and specialized information.

Company size
51-200
Company stage
Debt Financing
Total funding
$13M
Headquarters
New York City, New York
Founded
1979

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