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Third Bridge Group

Expert network firm enabling due diligence

Associate Account Management

Account ManagementUpdated on Nov 13
Full-timeNew York, NY, USA

About the Job

Requirements

  • Experience in a client-facing, quota-bearing, or commercially accountable role, with a track record of hitting performance targets in a structured environment.
  • Ability to lead client calls, ask probing commercial questions, and engage directly with associates, vice presidents, and investment professionals.
  • Knowledge or curiosity about credit markets, investment strategies, and emerging technology and artificial intelligence tools used in investment research workflows.
  • Ability to work with dashboards and customer relationship management systems.
  • Strong verbal communication and organizational skills, urgency, resilience, persistence, follow-through, and personal accountability.

Responsibilities

  • Own activation and engagement key performance indicators by executing structured outreach cadences to increase transcript usage and expert call volume.
  • Identify opportunities for expert calls aligned to client mandates and convert trial users into recurring active users.
  • Build client relationships through strategic meetings and ongoing touchpoints, including quarterly travel for in-person client visits and business reviews.
  • Monitor account health metrics, including activation, call activity, renewal risk, and revenue contribution.
  • Prepare targeted expert and transcript recommendations tied to client strategy and market developments.
  • Collaborate with account managers and project managers to execute account growth plans while maintaining customer relationship management hygiene and activity reporting.
  • Manage and grow relationships with equity investors, owning activation, engagement, and pipeline momentum across assigned credit and public equity clients.

About the Company

Third Bridge Group

Expert network firm enabling due diligence

Third Bridge Group is a primary research firm that helps investment-focused clients make informed decisions by connecting them with subject matter experts. Its two main services are Connections, which offers direct one-on-one phone consultations with custom-recruited experts, and Forum, a library of more than 65,000 expert interview transcripts. Revenue comes from charging for consultations and access to the transcript library. The company serves a global client base including private equity funds, hedge funds, asset managers, and management consultancies, with offices across North America, Europe, and Asia and over 1,500 employees. It differentiates itself through its vetted network of experts and its focus on human insights to solve information challenges, backed by private equity investors like IK and Astorg. The goal is to provide timely, actionable investment intelligence to support sourcing, due diligence, and portfolio value creation.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
London, United Kingdom
Founded
2007

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