Associate, Account Management - CPE - NYC

Associate, Account Management

• CPE•NYC Third Bridge•3.

1 New York, NY Job Details $70,000

• $80,000 a year 4 hours ago Benefits Health savings account Disability insurance Health insurance Dental insurance Flexible spending account 401(k) 5% Match Vision insurance 401(k) matching Life insurance Pet insurance Qualifications Managing customer accounts Identifying new business opportunities Mid-level Key Performance Indicators Managing clients in a finance role Revenue target achievement Sales pipeline management CRM system proficiency AI Account management Communication skills Client interaction via phone calls Full Job Description Third Bridge is a leading global research firm established in 2007, with a team of over 1,500 employees worldwide dedicated to fueling decisions with expert insights .

We accelerate and enhance decision-making for investors and business leaders by unearthing unique expert insights across multiple sectors, geographies, and topics. For nearly 20 years, we've helped clients access knowledge on demand from experts, in-person and through our Library covering over 65,000 companies. We're looking for a commercially driven Client Success Associate who wants to raise the bar. You will manage and grow relationships with some of the most sophisticated Credit investors in the US market. This is not a passive support role. You will be expected to proactively activate users, drive expert call engagement, and contribute directly to revenue growth within your assigned book. You'll work alongside Account Managers, but you will own activation, engagement, and pipeline momentum. If you want exposure to how Credit funds actually deploy capital and you're motivated by measurable impact, this role offers real responsibility from day one. What you'll do: Own activation and engagement KPIs across your assigned Credit book (CLOs, BDCs, private credit, leveraged finance, special situations) Execute structured outreach cadences to increase transcript usage and expert call volume Identify and source new expert call opportunities aligned to client mandates Proactively uncover new user and product opportunities within existing accounts Drive trial engagement and convert trial users into recurring, active users Monitor account health metrics including activation, call activity, renewal risk, and revenue contribution Prepare targeted expert and transcript recommendations tied to client strategy and market developments Lead client calls confidently, ask probing questions, and position solutions effectively Collaborate daily with your Account Manager and Project Managers to execute account growth plans Maintain disciplined CRM hygiene, activity reporting, and dashboard tracking Operate with urgency in a fast-paced, high-accountability environment What will you bring? Experience in a client-facing, quota-bearing, or commercially accountable role Demonstrated history of hitting performance targets in a structured environment Strong verbal communicator comfortable leading client calls and asking thoughtful, commercial questions Curious about credit markets and how investment teams generate alpha Comfortable discussing emerging AI tools and how they impact investment research workflows Curious about how technology is reshaping credit investing and willing to stay ahead of it Comfortable engaging directly with Associates, VPs, and investment professionals Highly organized with strong follow-through and personal accountability Commercially driven and motivated by measurable outcomes Comfortable working with dashboards, CRM systems, and performance data Resilient, persistent, and energized by high standards How will you be rewarded? We truly care about our people, so in return for your work, you'll get:

Base Salary:

$70,000 to $80,000 +

OTE Vacation:

15 days (which increases to 20 days after 2 years of service) plus

US Holidays Learning:

personal development allowance of $1,150 per year.

Health and wellbeing:

a variety of insurance plans, including health coverage by Empire Blue Cross Blue Shield. Medical Insurance, Dental insurance and Vision plan, plus a personal HSA (Health Saving Account) and Medical FSA (Flexible Spending Account). And also a variety of health and wellbeing events to focus on mental health.

Future and family:

401K matching up to 5% of your base salary, life insurance, a long-term disability policy dependent care FSA and pet insurance.

Flexibility:

work from anywhere for one month per year, 2 annual volunteer days, and 2 personal days when life throws you a curveball

Social:

weekly optional social gatherings, daily breakfast and snacks, social events•

ESG:

CSR, Environment and Diversity & Inclusion (including Women at Third Bridge, Pride and Blkbridge)

Frontline Innovation:

your chance to share your ideas for improvement through Hackathons and other events Third Bridge values your trust and is committed to the responsible management, use, and protection of personal information. By submitting a Third Bridge job application, I hereby provide Third Bridge (including Third Bridge's affiliates and relevant third-party suppliers) with my consent to collect, store and process my personal information for the purpose of recruitment administration, as well as to share such personal information with third parties for the same purpose, in accordance with the Candidate Privacy Notice. We know that to be truly innovative, we need to have a diverse team around us. That is why Third Bridge is committed to creating an inclusive environment and is proud to be an equal opportunity employer. If you are not 100% sure if you are right for the role, please apply anyway, and we will be happy to consider your application.