First Street
Climate Risk Financial Modeling
AccountManager
“Account Manager at First Street. Skills: Client Management, Account Management, B2B SaaS, Data Products, Climate Science Communication, Relationship Building, Portfolio Management. Own the post-onboarding relationship for a portfolio of strategic enterprise accounts. Serve as the primary point of contact from go-live through renewal”
What You'll Achieve.
Ensuring clients realize maximum value from First Street’s Enterprise Suite over the full lifecycle of their partnership; Driving adoption; Surfacing expansion opportunities; Partnering with Account Executives on renewal motions; Channeling client feedback into our product, science, and data teams; Ensure client needs are met; Identify risks early; Identify and convert growth opportunities; Quantify value delivered; Reinforce First Street’s position as a strategic partner; Reduce time-to-value; Enable customers to self-serve
Industry & Context.
Travel as required to meet with customers and represent First Street at industry events
What They're Looking For.
Must Have
5+ years of experience in customer success, account management, or technical client services at a B2B SaaS, data, or analytics company, ideally selling into investment organizations, banks, financial services, real estate, or corporate risk functions, Demonstrated track record of managing a portfolio of enterprise accounts, including ownership of adoption, retention, and expansion outcomes, understanding of how investors, financial institutions, and corporations make decisions, and an ability to connect data products to investment, underwriting, risk management, disclosure, and other relevant workflows, The ability to understand and communicate complex climate science concepts to technical and non-technical stakeholders, Excellent communication and presentation skills, with the ability to build relationships and influence decision-makers at all levels, organizational skills and the ability to manage competing priorities across multiple accounts simultaneously, Curiosity and willingness to learn about climate change and First Street’s product offerings, Bachelor's degree in a relevant discipline
Nice to Have
Direct experience supporting clients in asset management, asset owner, banking, financial services, or real estate, Familiarity with climate risk, ESG, or sustainability concepts, including regulatory frameworks such as TCFD and CSRD, Proficiency with HubSpot or comparable CRM and customer success tooling, Experience building customer-facing infrastructure (knowledge hubs, training programs, video content) that scales the CS function, Advanced credentials such as CFA, MBA, or equivalent
What You'll Do.
Own the post-onboarding relationship for a portfolio of strategic enterprise accounts
Serve as the primary point of contact from go-live through renewal
Build and maintain trusted relationships with day-to-day users as well as senior stakeholders
Drive product adoption of First Street’s Enterprise Suite
Lead Quarterly Business Reviews (QBRs)
Monitor account health using usage analytics
and customer feedback
Build mitigation plans where churn risk is identified and escalate appropriately
Partner with account executives on renewal strategy and execution
Identify expansion and upsell opportunities
Coordinate with solutions engineers
and other relevant SMEs
and channel client feedback into Product
Maintain accurate customer records
and Forecasts in HubSpot
Develop and refine scalable customer success assets
How You'll Work.
Team & Collaboration
Work closely with other members of the Client Success and Solutions Engineering teams; Partner with Account Executives on renewal strategy and execution; Collaborate with AEs to convert expansion and upsell opportunities; Coordinate with solutions engineers, product managers, software engineers, and other relevant SMEs; Channel client feedback into our Product, Climate Science, Economics, and Data teams
Communication Scope
Excellent communication and presentation skills; Ability to build relationships and influence decision-makers at all levels; Ability to communicate complex climate science concepts to technical and non-technical stakeholders
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