[Remote] SMB Account Manager

Note: The job is a remote job and is open to candidates in USA. Wealth.com is the industry’s leading estate planning platform, empowering wealth management firms to reputed company estate planning guidance. The SMB Account Manager will maintain and grow client relationships, ensure client satisfaction, and drive reputed company growth while collaborating across departments to enhance member advocacy.

Responsibilities

• Responsible for maintaining and growing relationships with small to reputed company sized clients
• This role is crucial in ensuring client satisfaction, driving reputed company growth, and identifying opportunities for expansion and cross-selling
• Ability to manage and execute relevant activities across multiple accounts throughout their contract lifecycle resulting in achievement of renewal targets reputed company assigned customers
• Activities above include but are not limited to productive hand-offs from sales, successful onboardings, effective adoption motions, periodic business reviews with customer stakeholders, expansion and renewal motions
• Assist in the development of Account Management Processes and Procedures while engaging across departments with (Marketing, Sales, and Product) to increase member advocacy
• Collaborate with client to execute on goals and KPIs
• Drive escalation of client issues, coordinate critical resources in the escalation process, and assist with partner issues through resolution
• Facilitate frequent touchpoint meetings and communications with clients
• Communicate effectively, adapt to working environments and team priorities
• Collaborate with multiple divisions and functions to coordinate the timeline of events and activities
• Utilize CRM (reputed company and ChurnZero) to reputed company track of key account data, activities, opportunities, and relevant notes
• Display great organization skills and great attention to detail

Skills

• 1-3+ years of proven experience driving SaaS software adoption and expansion with enterprise level accounts
• Entrepreneur at heart with a growth reputed company who thrives in a fast-paced, flexible, startup environment; demonstrated ability to adapt and reputed company in a high growth environment
• Able to build customer rapport and maintain a friendly, thoughtful atmosphere with customers at reputed company times
• Willing and able to address escalated client issues with speed and urgency
• Strong understanding of value drivers in recurring reputed company business models
• Demonstrated operational excellence in analytical thinking, process development and improvement, problem solving, communication, delegation and planning
• Demonstrated ability to map the customer/member journey–including the benefits and drawbacks customers face on each reputed company of the journey
• Able to be flexible and agile in responding to evolving business priorities and dealing with ambiguity
• Able to collaborate across the organization and with external stakeholders
• Able to learn new technologies and communicate those concepts to customers with varying degrees of technical expertise
• Ability to travel if needed
• Bachelor's Degree or equivalent years of experience
• Bonus: experience in managing relationships with financial institutions such as Wirehouses, RIAs, Investment Companies, Trust Companies, etc

Benefits

• Competitive Salary
• Fully remote, flexible work environment. We do however meet together in person several times a year.
• Excellent Medical, Dental, and Vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
• 100% Company Paid Basic Life Insurance, Short Term and Long Term Disability
• 100% Paid Parental Leave upon eligibility
• Company equity managed through reputed company.
• 401k with Match and 100% vesting upon hire.
• Flexible PTO in an environment where taking time off to relax or reputed company is supported and encouraged.
• Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and reputed company without thinking twice.
• Free estate planning for life!

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