financial advisor jobs

Our Culture and Impact

Cvent is a leading meetings, events, and hospitality technology provider with more than 5,000+ employees and 24,000+ customers worldwide, including 60% of the Fortune 500. Founded in 1999, Cvent delivers a comprehensive event marketing and management platform for marketers and event professionals and offers software solutions to hotels, special event venues and destinations to help them grow their group/MICE and corporate travel business. Our technology brings millions of people together at events around the world. In short, we’re transforming the meetings and events industry through innovative technology that powers the human connection.

Cvent's strength lies in its people, fostering a culture where everyone is encouraged to think like entrepreneurs, taking risks and making decisions confidently. We value diverse perspectives and celebrate differences, working together with colleagues and clients to build strong connections.

AI at Cvent: Leading the Future

Are you ready to shape the future of work at the intersection of human expertise and AI innovation? At Cvent, we’re committed to continuous learning and adaptation—AI isn’t just a tool for us, it’s part of our DNA. We’re looking for candidates who are eager to evolve alongside technology. If you love to experiment boldly, share your discoveries, and help define best practices for AI-augmented work, you’ll thrive here. Our team values professionals who thoughtfully integrate AI into their daily work, delivering exceptional results while relying on the human judgment and creativity that drive real innovation.

Throughout our interview process, you’ll have the chance to demonstrate how you use AI to learn, iterate, and amplify your impact. If you’re excited to be part of a team that’s leading the way in AI-powered collaboration, we’d love to meet you.

We are seeking a strategic, influential, and operations-minded Manager, Sourcing & Housing Solutions to lead the growth, retention, and expansion of a portfolio of mid-market to enterprise clients. This role is responsible for shaping the client strategy, driving long-term account value, and overseeing cross-functional engagement to ensure our Venue Sourcing customers achieve measurable business outcomes.

You will serve as the executive point of contact for high-value accounts, guiding them through product adoption, global expansion, and optimization of Cvent’s Sourcing & Housing solutions. This role will develop account growth strategies, lead renewal and upsell cycles, advocate for customer needs internally, and contribute to long-term product and commercial strategy.

This position requires a leader who can balance strategic thinking with hands-on execution, inspire internal teams, and build deep relationships with senior client stakeholders while driving significant revenue impact.

Strategic Account Leadership

• Own the executive relationship with key client accounts, serving as a strategic advisor and ensuring alignment to clients’ long-term business goals.
• Develop and execute multi-year account strategies focused on retention, expansion, and customer value realization.
• Build and maintain relationships with C-suite and VP-level stakeholders to drive adoption, influence buy-in, and position Cvent as a strategic partner.

Revenue Growth & Portfolio Strategy

• Lead the full revenue lifecycle for assigned accounts, including renewals, expansion strategies, multi-solution upsells, and cross-product growth opportunities.
• Create and manage annual revenue plans per account, setting aggressive yet achievable growth targets.
• Evaluate account performance, forecasting risks and opportunities using data-driven analysis.
• Guide internal teams on growth strategy execution and customer success planning to meet financial objectives.

Cross-Functional Leadership & Collaboration

• Partner with Sales, Strategic Accounts, Client Services, Product, and Marketing to align on customer goals, coordinate key initiatives, and streamline delivery of client outcomes.
• Influence product roadmap discussions by advocating for client needs, market trends, and feature enhancements.
• Lead internal account reviews, guiding teams on strategy, risk mitigation, and performance optimization.

Operational Excellence & Customer Experience

• Oversee the resolution of escalated client issues, ensuring exceptional response times and high customer satisfaction.
• Establish account management best practices, SOPs, and scalable processes for onboarding, benchmarking, and expansion.
• Promote high adoption of Exchange Solutions by developing tailored engagement plans.
• Conduct executive-level business reviews, presenting data on performance, sourcing trends, and ROI.

Market Insight & Strategic Guidance

• Analyze client usage patterns, vertical-specific trends, and sourcing volume to inform growth strategies and reporting.
• Identify emerging opportunities across business units and global markets, ensuring clients continuously leverage the full value of Cvent’s sourcing ecosystem.
• Provide strategic insights to internal leadership regarding client challenges, growth potential, and competitive landscape.

• Bachelor’s degree required; advanced degree preferred.
• Demonstrable experience in account management, customer success, or strategic consulting within SaaS, hospitality, travel, or event management industries.
• Demonstrated success managing enterprise-level accounts and multi-million-dollar portfolios.
• Strong executive presence with the ability to influence and communicate effectively at senior levels.
• Proven track record of driving revenue growth, leading negotiation cycles, and directing account strategy.
• Deep understanding of solution selling, customer lifecycle management, and cross-functional leadership.
• Highly analytical, with experience generating strategic insights from customer and market data.
• Proficiency with Salesforce and MS Office; strong comfort with SaaS ecosystems and business applications.
• Ability and willingness to travel approximately 25% of the time