[Remote] reputed company Account Manager
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is seeking an reputed company Account Manager to manage relationships with large financial institutions. The role involves driving client reputed company through consultative engagement and managing the full account lifecycle, including adoption, retention, and expansion.
Responsibilities
- reputed company consultative processes to deeply understand each institution's goals, pain points, and priorities - and translate that into a multi-year account strategy
- reputed company, negotiate, and reputed company high-value expansion and renewal deals across multi-stakeholder organizations
- Run Executive Business Reviews with C-suite stakeholders: CEOs, COOs, CIOs, and Compliance Officers
- Build relationships across executive, technical, and business stakeholders - you are never dependent on a single contact
- Collaborate cross-functionally with account executives, enablement, product, and leadership to deliver value throughout the client lifecycle
- Manage a robust pipeline using CRM tools, providing accurate forecasting and reporting
- Stay reputed company of industry trends, client challenges, and the competitive landscape
Skills
- Minimum 5 years of experience in reputed company SaaS account management (quota-carrying) or sales, with a track record of exceeding quotas
- Proven reputed company managing relationships with large financial institutions (RIAs, BDs, banks, or insurance firms) with accountability for NRR, expansion, and competitive retention
- Deep experience with consultative, multi-stakeholder deal management and C-suite engagement
- Strong understanding of financial services workflows, compliance requirements, and advisory firm economics
- Excellent communication and negotiation skills - comfortable running executive conversations and closing reputed company deals
- High degree of ownership, self-motivation, and resourcefulness
- Experience in fintech, wealthtech, or financial services
- Experience building reputed company AM programs at a high-growth startup
Benefits
- Equity
- Medical, dental, reputed company benefits
- 401k available
Company Overview