Account Manager, Enterprise

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the strategic leader and main point of contact for a designated portfolio of accounts.

• Oversee client health, retention, and revenue growth initiatives.

• Manage the post-sale client lifecycle, ensuring successful deployment, adoption, and measurable value delivery.

• Create account strategies that align with client objectives and Wealth.com capabilities.

• Discover opportunities to enhance adoption and grow partnerships.

• Take ownership of renewal and expansion results.

• Facilitate commercial discussions across accounts.

• Track platform usage, engagement levels, and overall client health.

• Address areas of adoption gaps and reduce churn risk.

• Foster relationships with key stakeholders and decision-makers.

• Lead client meetings, business reviews, and strategic planning discussions.

• Collaborate with Product, Engineering, Support, Compliance, and Sales teams.

• Maintain account plans, forecasts, opportunity tracking, and client documentation.

• Identify scalable strategies, best practices, and client insights to enhance retention, expansion, and scalability.

⛳️ Requirements

• 5+ years of experience in client management, account management, or operations within financial services, wealth management, or tech-driven environments.

• Previous experience managing client relationships with institutional banks or large financial institutions is preferred.

• Strong preference for candidates with experience in estate planning.

• Proven success in managing high-value or complex client accounts and delivering measurable outcomes.

• Demonstrated ability in cross-functional collaboration, problem-solving, and process enhancement.

• In-depth knowledge of financial services workflows, client engagement strategies, or enterprise technology platforms.

• Strong organizational capabilities.

• Exceptional verbal and written communication skills.

• Technical proficiency with SaaS platforms.

• Capacity to manage multiple concurrent projects.

• High emotional intelligence.

• Keen attention to detail.

• Client-first focus.

• Proactive problem-solving approach.

• Must be eligible to work in the U.S.

• Candidates should indicate whether sponsorship is currently or potentially required.

🏝️ Benefits

• Excellent Medical, Dental, and Vision insurance options with affordable premium structures.

• 100% Company Paid Basic Life Insurance, Short Term and Long Term Disability coverage.

• 100% Paid Parental Leave upon eligibility.

• Company equity managed through Carta.

• 401k plan with Match and full vesting upon hire.

• Flexible Paid Time Off (PTO).

• Paid holidays, including time off for birthdays.

• Complimentary estate planning for life.