Account Director, Sales

Location: U.S. Remote 

As an Account Director on our Sales Team, you will ensure client satisfaction, engagement, and success. You will manage the onboarding process for new subscription clients and provide continued, proactive support with a key focus on retaining existing clients and increasing renewal rates and revenues. The candidate in this role will also drive the cross-sell of additional subscription products and the up-sell of additional advisory solutions within your client base.

Responsibilities include but are not limited to:

  • Managing and renewing contracts across roughly 50-60 enterprise accounts (potentially more or less based on existing relationship size)
  • Revenue forecasting and account planning on a monthly/quarterly/annual basis
  • Work with the business development team to creatively present a unique onboarding experience for each new account, familiarizing them with our product offerings.
  • Set up a regular method of engagement that works for each client to make sure they are making the most of the relationship while not putting the burden on the client. Kick-off, ad hoc, and quarterly update calls should be established within the usual cadence of calls.
  • Work with the Aite-Novarica Administrative team to:
    • Set up and manage all client contracts and designated users on Aite-Novarica Group production website
    • Run and analyze client usage reports
  • Facilitate client inquiries to the appropriate advisor and promote direct interaction when appropriate
  • Alert clients to recently published and upcoming research that aligns with their licensed services
  • Advise on research outside of licensed services
  • Maintain and update client data (name, title, email) in the CRM, including key/primary contacts and new users and add them to the appropriate designated user list(s)
  • Plan and participate on client calls and in meetings, take notes, and follow up on any action items
  • Create and edit presentations, spreadsheets, reports, and meeting materials as needed
  • Prepare for and participate in internal account management calls to apprise management of client status

The ideal candidate brings 8-10 years of client services and B2B business development experience, the ability to engage C-level and senior leadership within client organizations, a track record of overachievement on goals or quotas, proficiency in MS Office and, outstanding written and oral communication skills, and strong project management and organizational skills. Candidates must thrive in a fast-paced environment and be fluent in English. Bachelor’s degree required. Experience in the financial services industry, research, and a subscription-based sales model are a plus.

Aite-Novarica Group is committed to offering a rewarding professional environment. The compensation package includes base salary, incentives, 401(k) with a 6% employer match, unlimited time off, and full medical/dental/vision benefits. 

To apply, please send a resume and cover letter to [email protected]. Aite-Novarica Group is an equal opportunity employer. Aite-Novarica Group will never contact you from a domain other than,, or

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