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Xceptor

Automates financial data ingestion and validation

Key Account Manager

Account ManagementPosted on Nov 9
Full-timeNew York, NY, USA

About the Job

Requirements

  • Experience working with or selling into sell-side financial institutions, particularly investment banks, financial services, or capital markets.
  • Understanding of capital markets and the banking environment, ideally including middle- or back-office functions.
  • Experience managing and growing strategic or enterprise client relationships.
  • A track record of identifying renewal, upsell, and cross-sell opportunities.
  • Experience in enterprise software as a service, fintech, or financial technology.
  • Confidence engaging and presenting to stakeholders across large, complex organisations.
  • Strong commercial judgement and a genuine drive to grow revenue.
  • Experience working with customer relationship management platforms such as Salesforce, HubSpot, or similar.
  • Experience using customer relationship management systems such as Salesforce, HubSpot, or similar.

Responsibilities

  • Own and develop a portfolio of key capital markets client relationships.
  • Build and maintain strong relationships with stakeholders across client organisations.
  • Identify upsell and cross-sell opportunities and develop strategic account growth plans.
  • Understand client challenges and connect them with the right Xceptor solutions.
  • Lead regular account reviews and strategic business conversations.
  • Support renewals, commercial negotiations, and revenue growth.
  • Monitor account health, retention, and commercial performance.
  • Partner with Sales, Customer Success, and Product to deliver an excellent client experience.
  • Maintain a clear view of account activity, opportunities, and pipeline within the customer relationship management system.
  • Collaborate with internal teams to ensure a seamless customer experience.

About the Company

Xceptor

Automates financial data ingestion and validation

Xceptor provides an intelligent data automation platform for financial markets. It handles data ingestion, standardization, normalization, and validation, with highly configurable, enterprise-grade capabilities and pre-built solutions that cover tax, reconciliations, confirmations, client onboarding, and allocations workflows. The platform works by pulling in diverse data, applying transformation and validation rules, and routing data through end-to-end digitized workflows to ensure trusted, consistent information. What sets Xceptor apart is its breadth of ready-made use cases, its strong configurability for thousands of scenarios, and its global enterprise footprint (clients and users across 60 countries). The company’s goal is to help financial institutions trust their data and fully digitize their end-to-end processes.

Company size
201-500
Company stage
Not listed
Total funding
Not listed
Headquarters
London, United Kingdom
Founded
2003

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