Talent Pool - Account Management - Alpine Macro

Job summary

The role focuses on managing a portfolio of institutional asset management clients to ensure high satisfaction, adoption, and retention of macroeconomic research services. Key duties include leading client onboarding, tracking contract lifecycles for renewals, and collaborating with internal teams to identify growth opportunities.

Job details

Department: Alpine Macro Location: London, UK Description Alpine Macro, a leading global macroeconomic research provider and recent member of the Oxford Economics Group, is expanding its client engagement and account management capabilities. We are looking for dedicated professionals passionate about delivering outstanding post-sale support and growing institutional client relationships in the asset management space. This role is integral to ensuring clients fully leverage Alpine’s premium research services. You will build lasting relationships, guide onboarding and training, and work closely with internal teams to maximize client satisfaction, retention, and expansion opportunities. Key Responsibilities Client Engagement & Relationship Management Serve as the primary contact for a portfolio of institutional asset management clients. Lead onboarding and deliver tailored training to ensure client adoption and satisfaction. Build trusted, long-term relationships with key stakeholders across client organizations. Maintain proactive communication to share research updates, usage insights, and monitor client health. Renewals & Growth Support Track contract lifecycles and develop proactive renewal strategies. Monitor client usage patterns to identify and mitigate churn risks. Collaborate with internal teams to identify and pursue upsell opportunities within client organizations. Internal Collaboration Partner with Alpine economists and senior leadership to support client engagement and service delivery. Coordinate with Business Development teams to ensure smooth client transitions. Assist in promoting client participation in events, webinars, and briefings. Collect and communicate client feedback to Product and Strategy teams for continuous improvement. CRM & Reporting Use Salesforce or equivalent CRM to log all client interactions and track engagement metrics. Maintain accurate and up-to-date client records, meetings, and contract statuses. Analyze client usage data to guide retention and growth strategies. Required Skills, Knowledge and Expertise Bachelor’s degree in Finance, Economics, Business, or related discipline. 2+ years’ experience in account management, client success, or relationship management in a B2B environment. Strong interest in financial markets, macroeconomics, or investment research. Excellent interpersonal and communication skills. Highly organized, detail-oriented, and proactive. Proficiency with CRM tools such as Salesforce. Preferred Experience working with institutional asset management clients. Familiarity with macroeconomic research platforms or subscription-based services. Exposure to SaaS or research subscription business models. Equal Employment Opportunity (EEO) Oxford Economics is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

What you’ll do

The role focuses on managing a portfolio of institutional asset management clients to ensure high satisfaction, adoption, and retention of macroeconomic research services. Key duties include leading client onboarding, tracking contract lifecycles for renewals, and collaborating with internal teams to identify growth opportunities.

Requirements

Candidates must have a bachelor's degree in Finance, Economics, or Business and at least 2 years of B2B account management experience. A strong interest in financial markets and proficiency with CRM tools like Salesforce are required.

Listed skills

• Organization · Preferred
• Data analysis · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Account Management
• Client Relationship Management
• Client Onboarding
• Churn Mitigation
• Upselling
• Salesforce
• CRM
• Financial Market Analysis
• Macroeconomics
• B2B Relationship Management
• Institutional Asset Management
• Communication Skills
• Organization
• Client Retention
• Data Analysis

Job areas

• Sales
• Finance & Accounting
• Customer Service & Support
• Consulting
• Management & Leadership

More jobs from Oxford Economics