About this role
Responsibilities
- Meet and exceed your quota, which will consist of expansion revenue within existing API accounts and new API opportunities you help source and sell alongside the Head of Data Services.
- Lead expansion efforts across existing API and data accounts, identifying upsell opportunities including additional datasets, premium functionality, and new integrations.
- Support technical discovery and proof-of-concept work for new and expansion opportunities, using Python, SQL, and Excel to build client-specific analyses and data demonstrations.
- Guide clients through onboarding, integration, and go-live, including integrations into order management (OMS) and execution management (EMS) systems, working alongside integration partners and CMG Engineering.
- Serve as the day-to-day technical contact for live API clients, supporting developers, quant analysts, and data engineers on schema and workflow questions, and monitoring usage and account health to surface insights and flag risks early.
- Act as the client's advocate and technical liaison internally, translating requirements and product requests into clear input for Product and Engineering, and partnering with Customer Success to develop tailored presentations, demos, and materials for API clients.
- Record client interactions, technical evaluations, and pipeline activity in CMG’s CRM, and contribute to regular reporting on account health and pipeline.
- Become a trusted member of the ECM community and a recognized expert on CMG’s data products and platform capabilities.
Qualifications
- 3+ years in sales engineering, solutions engineering, technical account management, or another client-facing technical role, ideally at a Fintech, financial data provider, or Investment Manager.
- Proficiency in Python and strong Excel skills (pivot tables, complex formulas, data modeling), with the ability to analyze data and build quick prototypes for clients.
- Working knowledge of SQL, relational databases, and how client databases connect with 3rd parties.
- Working knowledge of REST and GraphQL APIs, with the ability to read documentation and troubleshoot integrations.
- Experience with or knowledge of OMS or EMS integrations is strongly preferred.
- Ability to communicate effectively with technical and business audiences, from developers and quants to ECM desks and portfolio managers.
- Commercial mindset with a team-selling approach, partnering with Sales to qualify opportunities and drive client outcomes and revenue growth.
- Self-motivated with a strong sense of ownership and the ability to manage multiple accounts in a fast-paced, cross-functional environment.
- B.S. or B.A. in Finance, Economics, Computer Science, Engineering, or a related field.
Our Values
- We innovate with purpose
- We focus on outcomes vs. output
- We believe diverse and inclusive teams fuel innovation
- We are humble yet candid
- We do right by the customer
What We Offer
- Comprehensive benefits program (Medical, Dental & Vision)
- Equity
- 401k company match
- Flexible Spending & Health Savings Account
- Unlimited PTO
- Remote work environment
- Education reimbursement
- Continuous learning opportunities
- Life insurance
- Employee referral bonus
- Parental leave
The estimated salary range for this role is $90,000 to $110,000 base plus commission. The total on target earnings is expected to range between $130,000 and $165,000. The successful candidate’s salary will be determined by non-discriminatory factors such as skills and experience. Additionally, this role is eligible to participate in our benefits program including health, dental, vision, 401K, paid time off and our equity plan.