Dynamo Software is a leading global FinTech Research and Portfolio Management SaaS provider offering an industry-tailored, highly configurable SaaS platform solving challenges across the alternative investment landscape. For more than 20 years, the Dynamo™ platform has improved the productivity of fundraising, deal, research, investor servicing, portfolio management, and compliance teams worldwide. Collectively, Dynamo’s 1,000+ clients manage over $10 trillion in assets. Backed by the largest Private Equity firms in the world – Blackstone Growth and Francisco Partners, Dynamo is seeking to grow our team based on rapidly increasing demand for our financial technology solutions.

The Role: We’re looking for an experienced and relationship-driven Account Manager to join our global team. In this role, you’ll own a portfolio of strategic accounts and act as a trusted advisor to our clients—ensuring satisfaction, driving retention, and identifying new opportunities for growth. This is a high-impact role ideal for someone with 5–10 years of experience in account management within financial technology or a related sector.

Role & Responsibilities:

• Own and manage long-term relationships with a portfolio of clients, primarily in our GP vertical.
• Develop a deep understanding of each client’s business model, investment strategy, and use of the Dynamo platform.
• Identify and drive expansion opportunities, including upsell and cross-sell, in collaboration with Sales and Product teams.
• Act as the voice of the client internally coordinating with Product, Client Services, and Support to deliver an excellent customer experience.
• Monitor client health and proactively resolve challenges to ensure long-term satisfaction and retention.
• Educate clients on new features, product enhancements, and best practices to maximize platform adoption and value.
• Travel as needed for onsite client meetings, QBRs, and industry events.

What You Bring:

• 5–10 years of client-facing experience in account management, relationship management, or customer success, preferably in fintech, investment software, or financial services.
• Strong understanding of the alternative investment landscape (e.g., private equity, hedge funds, real estate, institutional investors).
• Ability to lead complex conversations with senior stakeholders and translate business needs into actionable solutions.
• A consultative, solutions-oriented mindset and a passion for helping clients succeed.
• Experience working with or managing technical product deployments is a strong plus.
• Excellent communication, organization, and project management skills.
• Collaborative and proactive approach to working across teams in a fast-paced environment.

Success in This Role Looks Like:

• Strengthening client relationships and improving retention rates.
• Identifying and influencing revenue-generating opportunities across your accounts.
• Acting as a strategic advisor to clients and a key partner to internal teams.
• Contributing to overall account growth and client satisfaction metrics.

What We Offer:

• The ability to have an IMPACT. Good ideas come from everybody in our organization. We are agile enough to embrace new ideas and new directions.
• A very attractive work culture in an established technology company. We take pride in our work and people.
• A competitive base salary, performance bonus, 401k matching, & excellent benefits.
• The right candidate will have the opportunity to interact with all facets of our growing company and to define his or her own career track.

Dynamo Software, Inc. is an equal opportunity employer. All employment decisions and personnel actions at the Company are administered without regard to race, color, religion, creed, national origin, ancestry, sex, age, qualified mental or physical disability, sexual orientation, gender identity, genetic carrier status, any veteran status, any military service, any application for any military service, or any other category or class protected by federal, state or local laws. All employment decisions and personnel actions, such as hiring, promotion, compensation, benefits, and termination, are and will continue to be administered in accordance with, and to further the principle of, equal employment opportunity.