Account Manager

We’re looking for an Account Manager to join First Street as part of our Client Success team. In this role, you will own the post-onboarding relationship with our enterprise clients, including asset owners and managers, financial institutions, real estate firms, and corporations, ensuring they realize maximum value from First Street’s Enterprise Suite over the full lifecycle of their partnership with us.

This position requires a combination of strong client management instincts, the ability to translate climate risk data into business outcomes that resonate with clients, and the operational rigor to manage a portfolio of strategic accounts at scale. You will be the trusted advisor and primary day-to-day point of contact for assigned accounts, driving adoption, surfacing expansion opportunities, partnering with Account Executives on renewal motions, and channeling client feedback into our product, science, and data teams.

You will report directly to the Director of Enterprise Solutions and work closely with other members of the Client Success and Solutions Engineering teams, account executives, and our product, climate science, and data teams to ensure that client needs are met, risks are identified early, and growth opportunities are identified and converted.

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  Own the post-onboarding relationship for a portfolio of strategic enterprise accounts across asset owners, asset managers, banks, corporates and other clients, serving as the primary point of contact from go-live through renewal

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  Build and maintain trusted relationships with day-to-day users as well as senior stakeholders across investment, risk, sustainability, underwriting, portfolio management, and other teams at client organizations

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  Drive product adoption of First Street’s Enterprise Suite by understanding each customer’s specific use cases and proactively guiding them to the modules, workflows, and outputs that deliver the most value

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  Lead Quarterly Business Reviews (QBRs) that surface readmap-relevant feedback, identify expansion opportunities, quantify value delivered, and reinforce First Street’s position as a strategic partner

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  Monitor account health using usage analytics, qualitative signals, and customer feedback; build mitigation plans where churn risk is identified and escalate appropriately

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  Partner with account executives on renewal strategy and execution, owning the value narrative, supporting commercial conversations, and ensuring renewal readiness in advance

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  Identify expansion and upsell opportunities across new features, additional user groups, and adjacent business units; collaborate with AEs to convert them

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  Coordinate with solutions engineers, product managers, software engineers, and other relevant SMEs as necessary to resolve technical questions on data delivery, API integrations, methodology, and platform functionality

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  Collect, prioritize, and channel client feedback into our Product, Climate Science, Economics, and Data teams to influence the roadmap

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  Maintain accurate customer records, account plans, and Forecasts in HubSpot, ensuring visibility into account health, renewal risk, and pipeline

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  Develop and refine scalable customer success assets including playbooks, training materials, knowledge hub content, and QBR templates with a focus on reducing time-to-value and enabling customers to self-serve where appropriate

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  Travel as required to meet with customers and represent First Street at industry events

• 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

• Strong 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

• Strong 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

• Education minimum requirement: Bachelor’s degree in a relevant discipline

• 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
  
  
  Our anticipated US base salary compensation range for this role is $70,000-$130,000 with target bonus equal to 30% base salary plus competitive benefits package, which includes equity, 401(k), paid time off, paid parental leave, and comprehensive health benefits. Actual compensation will vary depending on factors such as work location as well as additional factors such as a candidate’s qualifications, skills, experience, competencies, and relevant education. Your recruiter can share more about the specific salary range for your location during the hiring process.

• Impact: We only focus on things that move the needle

• Drive: We are driven by the role we play in connecting climate change to financial risk

• Ownership: This is our company and we act accordingly

• Urgency: We move quickly because the world depends on it

• Resilience: We have a growth mindset in all that we do