This is a highly commercial role requiring strategic account planning, executive stakeholder engagement, and disciplined pipeline management. You will partner closely with Product Sales Specialists, Research, Consulting, and Customer Success teams to deepen client relationships and deliver measurable value to some of our most important clients.

Fluency in Spanish and/or French is highly desirable as you will engage with clients across Europe, Latin America, and other international markets.

Key Responsibilities

Account Management

• Own and grow a portfolio of banking and financial institution accounts, delivering against ambitious revenue retention and expansion targets.
• Build multi-year account plans that identify growth opportunities, stakeholder maps, and buying centers across each organization.
• Develop executive-level relationships with key decision-makers and position Wood Mackenzie as a trusted strategic partner.
• Anticipate market, regulatory, and macroeconomic trends affecting financial institutions and translate these into commercial opportunities.

Revenue Growth & Business Development

• Consistently identify and close cross-sell, upsell, and multi-product opportunities across research, data, consulting, and analytics solutions.
• Lead complex commercial negotiations and contract renewals with sophisticated enterprise clients.
• Drive pipeline generation within existing accounts through proactive client engagement and value-led selling.
• Collaborate with Product Sales on expansion opportunities within global banking groups.

Client Engagement

• Conduct regular executive business reviews, face-to-face client meetings, and virtual engagements.
• Understand clients' strategic priorities, investment themes, and business challenges to position relevant Wood Mackenzie solutions.
• Act as the trusted voice of the client internally while representing Wood Mackenzie's value proposition externally.
• Represent Wood Mackenzie at industry conferences, client events, and executive networking opportunities.

Commercial Excellence

• Maintain accurate opportunity forecasting and pipeline management through Salesforce.
• Deliver disciplined account planning, forecasting, and reporting to support regional sales objectives.
• Share competitive intelligence, customer insights, and market feedback to influence product development and go-to-market strategy.
• Work closely with Marketing, Consulting, Research, Client Success, and Sales Specialists to execute account strategies.

About You

Experience

• Proven success managing enterprise or strategic accounts within financial services, banking, capital markets, or enterprise information services.
• Strong track record of exceeding revenue growth, retention, and expansion targets.
• Experience selling subscription-based research, data, SaaS, analytics, or consulting solutions is highly desirable.
• Comfortable engaging senior stakeholders including Managing Directors, Heads of Research, Portfolio Managers, Risk, Strategy, and Investment teams.

Skills

• Outstanding consultative selling and relationship management skills.
• Strong commercial acumen with experience negotiating complex enterprise agreements.
• Strategic thinker with the ability to identify long-term growth opportunities within large organizations.
• Excellent communication and presentation skills with executive-level credibility.
• Strong forecasting and pipeline discipline using Salesforce or equivalent CRM.
• Languages: Professional fluency in Spanish and/or French is highly desirable. English fluency is essential.

Personal Attributes

• Highly motivated, ambitious, and driven to exceed targets.
• Commercially curious with a passion for understanding clients' businesses.
• Resilient, proactive, and comfortable operating in a fast-paced, high-performance sales environment.
• Collaborative team player who enjoys working across international teams.
• Organized, disciplined, and accountable for delivering results.

What Success Looks Like

• Achieve and exceed annual revenue retention and expansion targets.
• Build trusted executive relationships across strategic banking clients.
• Grow multi-product penetration across your portfolio.
• Maintain a healthy, predictable sales pipeline with accurate forecasting.
• Contribute to Wood Mackenzie's continued growth within the global financial institutions sector.

Wood Mackenzie Values

• Inclusive – we succeed together
• Trusting – we choose to trust each other
• Customer committed – we put customers at the heart of our decisions
• Future Focused – we accelerate change
• Curious – we turn knowledge into action

Equal Opportunities

We are an equal opportunities employer. This means we are committed to recruiting the best people regardless of their race, color, religion, age, sex (including pregnancy, sexual orientation, and gender identity), national origin, disability, or protected veteran status. You can find out more about your rights under the law at www.eeoc.gov

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us! Our Work Experience is the combination of everything that's unique about us: our culture, our core values, our company meetings, our commitment to sustainability, our recognition programs, but most importantly, it's our people. Our employees are self-disciplined, hard-working, curious, trustworthy, humble, and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in the area.