Account Manager

📋 Description

• Oversee a portfolio of current client accounts, guaranteeing high levels of satisfaction, retention, and engagement.

• Discover and activate upsell and cross-sell opportunities by aligning client needs with Red Oak's growing product offerings.

• Act as the primary contact for client communications, resolving issues, and strategic planning.

• Collaborate with Sales, Product, and Client Success teams to ensure smooth onboarding, adoption, and ongoing value delivery.

• Lead expansions and amendments, ensuring accuracy, compliance, and timely execution.

• Monitor account health metrics, usage patterns, and client feedback to proactively address risks and identify growth opportunities.

• Maintain an in-depth understanding of Red Oak's platform capabilities and their application to address client-specific challenges.

• Stay updated on industry trends, regulatory changes, and client business developments to provide relevant, forward-looking advice.

• Represent Red Oak at client meetings, industry events, and conferences to strengthen relationships and promote our brand.

⛳️ Requirements

• 7+ years of experience in account management, account executive, or client-facing roles within a SaaS or financial services technology environment.

• Proven success in both investment wholesaling and enterprise software sales.

• Established ability to meet or exceed sales targets, manage the sales process from planning to closing, and effectively position complex solutions.

• Strong verbal and written communication skills, with the capacity to present, negotiate, and influence stakeholders at all levels.

• Demonstrated success in collaborating cross-functionally with Sales, Product, and Client Success teams to achieve coordinated client outcomes.

• Familiarity with financial services workflows, compliance standards, and SaaS business models.

• Proactive, self-driven, and highly accountable, with a strong desire to excel in a high-growth, client-focused environment.

• Utilization of AI tools as a standard part of account management workflows, including drafting client communications, summarizing meetings, and tracking upsell opportunities.

🏝️ Benefits

• Limited travel is required.