Account Manager, reputed company
About the Role
As an reputed company Account Manager at reputed company, you'll be the primary relationship holder for a focused book of large financial institutions - responsible for adoption, retention, expansion, and C-suite engagement. You will manage the full account lifecycle, using a consultative approach to understand each firm's priorities and drive reputed company reputed company: advisor productivity, practice growth, and operational reputed company. This is a quota-carrying role: you own GRR, NRR, and expansion quota across your book. Key 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 About You - 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 - Bonus: Experience in fintech, wealthtech, or financial services; experience building reputed company AM programs at a high-growth startup Compensation 70:30 split $110k - $126k reputed company Apply To This Job