Enterprise Account Manager

📋 Description

• Oversee and expand a portfolio exceeding $3M across enterprise RIA and wealth management clients.

• Propel revenue growth by implementing structured account strategies, identifying, and securing growth opportunities within current clients.

• Manage the renewal process, ensuring high retention rates and exceptional client satisfaction.

• Build and maintain a robust, precise pipeline while demonstrating strong forecasting capabilities in CRM.

• Cultivate deep executive relationships with Founders, CEOs, Heads of Growth, and senior stakeholders across your accounts.

• Collaborate across functions with Product, Customer Success, and Marketing to eliminate obstacles, respond to client feedback, and enhance additional value.

• Provide market insights to inform the business on client requirements, pricing strategies, packaging, and competitive trends in the US advisory sector.

⛳️ Requirements

• A solid history of driving revenue growth within enterprise accounts in the US wealth, RIA, advisor marketing, fintech, or advisor technology sectors, ideally managing relationships valued at $250K+ annually and portfolios exceeding $2M.

• Strong commercial acumen, with a background in negotiating complex contracts and managing multi-stage sales processes.

• Experience in managing relationships with C-suite executives within large RIAs, enterprise wealth firms, or broker-dealer networks, possessing the confidence to challenge perspectives and lead crucial commercial discussions.

• Outstanding organizational skills and pipeline management capabilities. You can effectively manage a large, intricate portfolio without oversight issues.

• A genuine dedication to client success: you strive to exceed expectations and know how to marshal internal resources to achieve this.

• Familiarity with or working knowledge of advisor lead generation, wealth marketing platforms, or fintech products aimed at the advisory market is particularly advantageous.

• Ability to thrive in a fast-paced, evolving environment where ambiguity is common and self-direction is anticipated.

🏝️ Benefits

• Hybrid Working

• Private Medical Insurance for you and your family

• Wellbeing Allowance to be utilized for gym memberships, classes, mindfulness applications, and therapy

• Holiday: 23 days annually, in addition to public holidays, plus 3 extra days for Christmas and your birthday!

• Learning and Development Budget: Up to £1000 a year to enhance your skills

• Life Insurance for your peace of mind

• 2 Weeks of 'Work from Anywhere' freedom, allowing you to work from any location for 2 weeks annually!