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Financial Services
Manage first-year research client accounts by leading onboarding, training, renewals, business reviews, product adoption, retention, and upsell efforts. Build relationships with stakeholders, educate clients on financial data services, collect feedback, and coordinate with Account Management, Customer Success, and New Business teams. The role requires finance or commercial real estate knowledge, strong communication and negotiation skills, and proficiency with Microsoft Office and sales technologies.
Financial Services
Conduct real estate market research by collecting, organizing, and analyzing macroeconomic and property-market data. Prepare research reports, build financial models and databases, monitor market activity, assess news impacts, and develop cohesive real estate outlooks. Communicate findings to clients while maintaining data integrity. The role requires strong financial analysis, writing, organization, Excel, and research skills, with statistical programming and AI-tool experience advantageous.
Financial Services
Manage new business development, consultative sales, onboarding, renewals, upselling, and ongoing customer relationships for data products serving self-storage and RV park industries. Prospect and close customers, maintain account health, support product adoption, track CRM activity, attend industry events, and collaborate internally to address customer needs. The role requires self-storage industry knowledge, strong communication skills, and the ability to manage relationship-based sales cycles.
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