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Account Manager - Financial Data & Research

Venture Search
Full Timejunior
CAPosted 9 weeks ago

Role Overview

Venture Search is hiring a entry-level Account Manager - Financial Data & Research. This is a full-time role in CA. Full responsibilities, required qualifications, and the apply link are listed in the description below.

Resume Keywords to Include

Make sure these keywords appear in your resume to improve ATS scoring

OROnboardingAccountNorthAmericanMaintainingCRMManage

Job Description

We are currently partnered with a well established financial data and analytics provider, which is looking to expand its sales team by adding an experienced Account Manager, to its North American business.

The company has been around for over 20 years, partnering with various financial institutions to provide multiple solutions to assist them with making better-informed decisions.

The role:

  • Work closely with existing clients to maintain and improve relationships and expand the company's network.
  • Onboarding new clients and supporting them through the process.
  • Maintaining and updating the internal CRM systems.
  • Manage book of financial institution clients across the US

Requirements

  • 3 years of experience in either a sales or account management position at either a fintech provider, financial services vendor, equity broker, or banks
  • Degree in a relevant field
  • Strong attention to detail
  • Excellent communication and presentation skills

About Venture Search

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Venture Search

venturesearch.com

On-site

1 other open role at Venture Search on TryApplyNow.

Frequently Asked Questions

How do I apply for the Account Manager - Financial Data & Research position at Venture Search?

Use the Apply button above to submit your application directly to Venture Search. Most applications take less than 5 minutes if your resume and contact details are ready, and you'll be routed to the employer's official application system to finish.

Where is the Account Manager - Financial Data & Research position at Venture Search located?

This position is based in CA. Venture Search has not indicated remote or hybrid options for this role, so candidates should plan for on-site work.

What does a Account Manager - Financial Data & Research at Venture Search earn?

Venture Search has not disclosed a salary range in this posting. Many employers share specifics later in the interview process; you can also ask during a recruiter screen if compensation transparency is important to you.

When was the Account Manager - Financial Data & Research role at Venture Search posted?

This role was posted on April 24, 2026 (68 days ago). It's still listed as actively hiring; we re-confirm openings against the source system multiple times per day and remove closed roles.

Is the Account Manager - Financial Data & Research role at Venture Search entry-level?

Yes. This is an entry-level position. Strong candidates typically have 0-2 years of relevant work experience, internships, or significant project work. Read the full description for any specific qualification requirements Venture Search has listed.

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