Job Overview:
As a Strategic Account Manager at Trepp, you will own and grow relationships with the firm's largest and most strategically important clients, acting as a trusted advisor to senior and executive-level stakeholders across banking, capital markets, and CRE investment. You will build and execute multi-year account strategies that protect and expand revenue, lead complex contract negotiations, and partner closely with Sales, Product Development, and Data teams to ensure Trepp's platform delivers measurable value at the highest levels of the client organization. This role carries a portfolio of Trepp's most complex and highest-revenue accounts and is expected to operate with a high degree of independence and executive presence.
Team Structure and Dynamics:
- Collaborate closely with Sales, Product Development, Data, and Customer Support teams to protect and expand Trepp's largest accounts.
- Operate as a senior member of the Client Services Team, providing guidance and best practices to Account Managers on relationship management and negotiation.
- Partner with Product leadership to translate strategic client feedback into roadmap priorities.
- Work in a dynamic environment that values initiative, executive communication, and cross-functional influence.
Key Responsibilities:
- Serve as the primary strategic point of contact for Trepp's largest and most complex accounts, building trusted-advisor relationships with VP, MD, and C-suite stakeholders.
- Develop and execute comprehensive, multi-year account plans that identify whitespace, cross-sell, and upsell opportunities across the CMBS and CRE data suite.
- Lead negotiation and renewal of complex, high-value enterprise agreements, structuring terms that balance client needs with Trepp's revenue objectives.
- Serve as the senior escalation point for high-priority client issues, ensuring rapid, high-touch resolution.
- Monitor usage and engagement trends across the portfolio to proactively identify churn risk and intervene with retention strategies.
- Prepare and deliver data-driven business reviews and strategic recommendations to client and internal senior leadership.
- Relay strategic client feedback to Product Development, influencing product roadmap and enhancements.
- Maintain expert-level knowledge of the CMBS, CRE, and structured finance markets to advise clients on market conditions and platform strategy.
- Mentor and support Account Managers on relationship management, negotiation, and account planning best practices.
- Represent Trepp at industry conferences and client events, strengthening brand visibility among CRE and CMBS decision-makers.
- Identify and develop new business opportunities within existing strategic accounts.
- Facilitate quarterly or semiannual in-person meetings with key strategic accounts, tailored to client requirements.
Required Skills and Experience:
- 7-10+ years of experience in Structured Finance, specifically Commercial Mortgage-Backed Securities (CMBS) or Commercial Real Estate (CRE), including a track record managing large, strategic accounts.
- Bachelor's degree in a related field; MBA or advanced degree a plus.
- Proven experience building and managing relationships with senior and executive-level stakeholders (VP, MD, C-suite).
- Advanced negotiation skills, with demonstrated success structuring and closing complex, multi-year enterprise agreements.
- Demonstrated ability to develop and execute strategic account plans that drive measurable expansion revenue.
- Ability to translate complex CMBS/CRE data and analytics into actionable business insights for clients and internal stakeholders.
- Experience partnering cross-functionally with Product, Sales, and Support to shape roadmap priorities and drive retention.
- Strong executive presence with polished, professional presentation and communication skills.
- Entrepreneurial, self-directed mindset with the ability to own strategy and execution with minimal oversight.
- Excellent quantitative and analytical skills, with an aptitude for explaining complex concepts to varied audiences.
- Familiarity with business organizational structures in the financial services industry.
- Willingness to travel as required.
Salary Range: Base salary starting from $150,000 plus commission eligible
Benefits and Perks
- Base + target bonus compensation structure
- Medical, Dental, Vision insurance
- 401K (with employer match)
- Life insurance, long term disability, short term disability all covered by the company
- Flexible paid time off (PTO)
- Sixteen (16) weeks paid primary caregiver leave (Biological, adoptive, and foster parents are all eligible)
- Four (4) weeks paid parental leave
- Pet insurance
- Laptop + WFH equipment
- Career progression plan
- Pre-tax commuter benefit with company subsidy (For NYC-office based employees only)
- Involvement in Diversity and Inclusion programs
- Fun company events and volunteering opportunities
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States and with Trepp (i.e., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant status).
Workplace Policy
NYC, PA, and London office-based positions: Trepp’s offices follow a 3-2 hybrid-working policy with the expectation of in-office work on Tuesday-Thursday and the option to work from home on Monday and Friday.
Trepp maintains a drug-free workplace.