Key Account Manager - US Clients

Cognicor; Ernakulam; Hybrid; INR 1,000,000 - 1,500,000; Full time

Job summary

Cognicor is seeking an experienced Account Manager to deepen relationships with US-based enterprise clients in wealth management. This role involves managing the end-to-end client relationship, ensuring successful product adoption of Cognicor’s AI SaaS platform. The ideal candidate will have strong financial services knowledge and excellent communication skills, with the ability to engage at the C-suite level. The position requires proven experience in managing enterprise accounts and a passion for driving client success through technology.

Qualifications

• 6–12 years of experience in Account Management or Customer Success in B2B SaaS.
• Minimum 3 years of direct experience with US-based financial services clients.
• Proven ability to manage multiple enterprise accounts with complex deployments.

Responsibilities

• Manage and grow strategic client relationships with US-based wealth management firms.
• Conduct regular Executive Business Reviews and Quarterly Business Reviews.
• Identify and drive resolution for risks to client health.

Skills

Client relationship management

Financial services knowledge

Excellent English communication

C-suite engagement

Problem-solving

Tools

Salesforce

CRM tools

Gainsight

Job description

Industry: WealthTech | AI SaaS | Financial Services

Work Summary

Cognicor builds AI-powered copilot platforms for financial advisors and wealth management firms. The platform helps advisory firms automate client workflows, generate insights, and improve advisor productivity using artificial intelligence.

Our clients include wealth management firms and financial advisory organizations in the United States that use Cognicor to scale client engagement and operational efficiency.

Recognized by WealthManagement.com as a top AI technology provider (2024) and live on the Salesforce AppExchange, CogniCor is at the forefront of the AI revolution in financial services. We’re looking for an experienced Account Manager to deepen our relationships with US-based enterprise clients and drive measurable value from our growing product suite.

Role Overview

We are looking for an experienced Account Manager to manage and grow strategic client relationships with US-based wealth management firms using Cognicor’s AI SaaS platform. The role requires strong financial services knowledge, excellent English communication, and proven experience managing enterprise clients. The Account Manager will ensure successful product adoption, client satisfaction, and scalable business impact across multiple modules and deployments.

You will serve as the primary point of contact for RIAs, broker‑dealers, wealth management firms, and insurance providers—ensuring they realize full ROI from CogniCor’s AI‑powered products. You will quarterback the deployment of multiple product modules, guide clients through AI adoption journeys, and act as a strategic advisor who connects product capabilities to business outcomes.

This role demands someone who understands the language of financial advisors, knows how enterprise AI SaaS is sold and delivered, and has the executive presence to lead conversations at the C‑suite level—while also being hands‑on enough to manage onboarding milestones, escalations, and QBRs simultaneously across a diverse client book.

Key Responsibilities

• Own the end‑to‑end client relationship post‑sale for a portfolio of 15–25 enterprise US financial services accounts
• Serve as the strategic partner and trusted advisor to decision‑makers including Chief Operations Officers, Head of Advisor Technology, and Compliance Officers
• Conduct regular Executive Business Reviews (EBRs) and Quarterly Business Reviews (QBRs) to showcase ROI, usage trends, and roadmap alignment
• Proactively identify risks to client health (churn signals, low adoption, escalations) and drive resolution before they become issues
• Guide clients through the adoption of multiple Product modules
• Drive phased rollout strategies that accelerate time‑to‑value, prioritizing modules based on client business priorities
• Work cross‑functionally with CogniCor’s Product, Engineering, and Customer Success teams to translate client feedback into product improvements
• Maintain an up‑to‑date understanding of CogniCor's Products, integrations (CRM, custodian platforms, Salesforce), and upcoming product releases

Growth & Retention

• Identify and execute upsell and cross‑sell opportunities within existing accounts (e.g., expanding module coverage, increasing seat count, adding new advisor teams)
• Negotiate renewal contracts, expansions, and SOWs in partnership with the Sales and Legal teams
• Achieve Net Revenue Retention (NRR) targets of 120%+ across managed accounts
• Develop account plans that map CogniCor capabilities to each client’s 12–18 month strategic priorities
• Design and implement scalable onboarding and training frameworks that reduce time‑to‑activation for new modules
• Build internal champions (power users, admin stakeholders) within client organizations to accelerate platform stickiness
• Leverage data and product usage analytics to identify adoption gaps and create action plans
• Collaborate with Marketing on client success stories, case studies, and reference program participation
• Articulate how CogniCor’s Generative AI capabilities (LLMs, Knowledge Graphs) solve real financial advisory challenges—without requiring technical jargon
• Help clients navigate AI literacy challenges within their organizations; position CogniCor as a change management partner, not just a software vendor
• Stay current on regulatory changes, wealth management trends, and competitive dynamics in the AI‑for‑finance space
• Serve as the internal voice of the customer to Product, Engineering, and Executive leadership
• Produce high‑quality written communication including account status summaries, escalation briefs, and executive presentations
• Coordinate with the implementation and support teams to ensure seamless handoffs and SLA adherence

Required Qualifications

Experience

• 6–12 years of experience in Account Management, Customer Success, or Strategic Partnerships in a B2B SaaS environment
• Minimum 3 years of direct experience working with US‑based financial services clients (wealth management, RIAs, broker‑dealers, insurance, or fintech)
• Proven track record of managing multiple enterprise accounts simultaneously with complex multi‑module or multi‑product deployments
• Demonstrated ability to drive NRR of 110–130% through upsells, expansions, and renewals
• Experience working with or selling into AI, automation, or data analytics platforms preferred
• Experience working in US time zones and also willing to work in overlapping US time zones

Domain Knowledge

• Strong familiarity with the US wealth management ecosystem—including custodians (Schwab, Fidelity, Pershing), CRMs (Salesforce, Redtail, Wealthbox), and compliance frameworks (FINRA, SEC regulations)
• Understanding of the financial advisor workflow—client onboarding, meeting cadence, AUM management, and client communication norms
• Familiarity with AI concepts at a business level: Generative AI, LLMs, automation, data pipelines—able to explain these to non‑technical audiences

Communication Skills

• Exceptional verbal and written English communication skills — able to confidently present to C‑suite executives in the financial industry
• Strong executive presence with the ability to run high‑stakes EBRs and strategic discussions with heads of technology and compliance
• Excellent active listening skills; able to quickly diagnose client challenges and articulate tailored solutions
• Experience preparing and delivering polished client‑facing materials (slide decks, reports, action plans)

Technical & Analytical Skills

• Proficient in CRM tools (Salesforce preferred) for pipeline management, account tracking, and reporting
• Ability to interpret product usage dashboards and analytics to generate actionable account insights
• Comfortable with tools like Gainsight, Totango, HubSpot, or similar CS platforms
• Familiarity with API‑based integrations and SaaS platform architecture (not a developer, but fluent in discussing technical implementations)

Nice to Have

• Prior experience at a wealth tech, robo‑advisor, or fintech AI startup
• Knowledge of the Salesforce AppExchange ecosystem
• Experience running AI adoption workshops or enablement programs within financial services enterprises
• Multilingual communication skills (secondary to excellent English proficiency)
• Exposure to compliance automation or regulatory technology (RegTech)