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The Account Executive manages client relationships and drives growth by identifying sales opportunities, ensuring value delivery, and managing forecasting for large enterprise clients.

Produce provocative, research-driven insights and advisory for CFOs, develop thought leadership on finance transformation and AI, deliver client-facing presentations, support sales and peer review, mentor junior analysts, and drive research process improvements to influence finance strategy and market agendas.

The role involves leading as a thought leader in technology operations and AI implementation, mentoring executives, advising on technology strategies, and producing actionable insights for clients.

The Account Executive drives client retention and growth by building relationships with C-Level Executives, identifying upsell opportunities, managing sales forecasts, and closing high-revenue deals.