Account Manager

Who you are

• Experience: 5+ years in client management, account management, or operations within financial services, wealth management, or technology-driven environments
• Preferred Experience: Prior experience managing client relationships with institutional banks or large financial institutions; experience with estate planning is strongly preferred
• Proven track record of managing high-value or complex client accounts and driving measurable results
• Demonstrated success in cross-functional collaboration, problem-solving, and process improvement
• Deep understanding of financial services workflows, client engagement strategies, or enterprise technology platforms
• Skills: Strong organizational skills, excellent verbal and written communication, technical fluency with SaaS platforms, and ability to manage multiple concurrent workstreams
• Other: High emotional intelligence, attention to detail, client-first mindset, and a proactive approach to problem-solving

What the job involves

• We are seeking an Account Manager to support some of our largest enterprise clients, including leading national banking organizations. This individual will play a key role in managing day-to-day client relationships, coordinating across internal teams, and ensuring seamless deployment and adoption of our platform
• Serve as the strategic owner and primary point of contact for an assigned portfolio of accounts, accountable for client health, retention, and revenue growth
• Own the client lifecycle post-sale, driving successful deployment, adoption, and measurable value across client teams
• Develop account strategies that align client goals with Wealth.com capabilities, identifying opportunities to deepen adoption and expand the partnership
• Own renewal and expansion outcomes, proactively identifying revenue opportunities and managing commercial conversations across the account
• Monitor platform usage, engagement, and client health to uncover growth opportunities, address adoption gaps, and proactively mitigate churn risk
• Build strong relationships with key stakeholders and decision-makers, positioning yourself as a trusted strategic advisor to the client
• Lead client meetings, business reviews, and strategic planning conversations with clear insights, recommendations, and actionable next steps
• Partner cross-functionally with Product, Engineering, Support, Compliance, and Sales to advocate for client needs, remove barriers, and drive successful outcomes
• Maintain clear account plans, forecasts, opportunity tracking, and client documentation to ensure visibility into renewals, expansion opportunities, risks, and next steps
• Identify repeatable strategies, best practices, and client insights that improve retention, expansion, and scalability

Benefits

• Fully remote, flexible work environment (we do however meet together in person several times a year)
• Full medical and dental benefits
• Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged
• Paid parental leave
• Company equity managed through Carta
• 401k with Match and 100% vesting upon hire