Account Manager
Green Street Advisors, LLC · Newport Beach, CA, US · United States · On-site
Posted Sep 9, 2026
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Position Overview
Green Street seeks highly motivated candidates with relevant work experience, a passion for finance and commercial real estate, and superior academic credentials to join its Account Management team. This Account Manager role will focus on first-year Green Street Research clients, with primary responsibilities that include onboarding and training these accounts, renewing their subscriptions, servicing and educating the client base, and managing relationships with key stakeholders across a book of business. The ideal candidate will create, implement and follow strategies to drive product adoption, increase annual revenue within each account, and actively collect client feedback to grow overall relationships and improve the Green Street brand. Significant collaboration with the Account Management, Customer Success, and New Business teams is expected.
Job Responsibilities
Own the full renewal cycle for first-year accounts, from early engagement through contract execution. and ultimately a successful renewal
Serve as the primary point of contact for a Core book of first-year Green Street research accounts, building relationships with key stakeholders to drive value
Lead structured onboarding for new Green Street subscribers, ensuring clients are effectively trained and integrating Green Street data into their workflows from day one
Conduct regular check-ins and business reviews, bringing a consultative perspective rooted in each client's investment goals
Actively collect and relay client feedback to internal teams to inform product and service improvements
Identify and develop upsell and cross-sell opportunities to increase annual revenue within the existing book
Training clients on Green Street’s Research, News and Data & Analytics services, as well as our methodology and web-based platform
Partner closely with the Account Management, Customer Success, and New Business teams to ensure a coordinated account strategy
Candidate Profile
Bachelor's degree with high distinction in finance, accounting, real estate, economics, or a related field
2–3 years of experience in account management, sales, or a customer-facing role — ideally within a SaaS, financial data, or financial services environment
Superior relationship management skills with a genuine desire to help clients succeed
Sales-driven and competitive, with experience negotiating with clients
Excellent communication skills, both verbal and written, with well-developed presentation abilities
Fundamental understanding of the financial industry, including investment banks, lenders, private equity firms, and hedge funds; familiarity with commercial real estate or REIT markets is a plus
Demonstrated commitment to driving product adoption and retention, with a focus on ensuring first-year clients realize measurable value from their Green Street subscription
Organized and proactive, with the ability to manage a book of business, flag risks early,…