Account Director — Client Growth & Strategy (Remote)

Valid8 Financial, Inc.; Dodgeville (WI); Remote; USD 90,000 - 150,000; Full time

Job summary

Valid8 Financial, Inc. is seeking an Account Director for a fully remote role with up to 25% travel across the continental U.S. Schedule: Mon–Fri, 7:30 AM–4:00 PM CST. You will own a portfolio including two major client relationships, one a Fortune 100 account, and lead both client work and new business development.

You'll run client meetings, manage timelines, and build a healthy sales pipeline while aligning teams to clear targets and KPIs.

Qualifications

• 4+ years of B2B sales and account management experience.
• Track record of growing client relationships and winning new business.
• Comfort managing several projects at once in a fast-moving environment.
• Confidence budgeting, forecasting, and tracking spend against performance metrics.
• Strong presentation, negotiation, and interpersonal skills.
• Solid working knowledge of Microsoft Office (Excel, PowerPoint) and Google Workspace.
• Bachelor's degree in marketing, business, or a related field preferred.
• Willingness to travel up to 25% within the continental U.S.

Responsibilities

• Act as the day-to-day point of contact and trusted advisor for assigned clients, shaping short- and long-term strategy to meet their goals
• Lead client meetings and internal status calls; keep projects, timelines, and deliverables on track
• Build and manage a healthy sales pipeline — prospecting, qualifying leads, pitching, and negotiating profitable, sustainable contracts
• Prepare estimates, SOWs, invoices, and status reports; track budgets and billable hours across accounts
• Run regular account reviews to gauge satisfaction, surface upsell opportunities, and get ahead of issues before they grow
• Maintain relationships with vendors, distributors, and strategic partners, including sourcing and pricing negotiations
• Report progress against revenue targets and KPIs to leadership
• Flag process improvements that make the team more efficient and clients happier
• Keep a pulse on industry trends and competitor moves to bring clients fresh, relevant ideas

Skills

B2B sales

Account management

Project management

Budgeting & forecasting

Presentation skills

Negotiation

Microsoft Office

Google Workspace

Travel up to 25%

Education

Bachelor's degree in marketing

Tools

CRM software

QuickBooks

Job description

Valid8 Financial, Inc. is seeking an Account Director for a fully remote role with up to 25% travel across the continental U.S. Schedule: Mon–Fri, 7:30 AM–4:00 PM CST. You will own a portfolio including two major client relationships, one a Fortune 100 account, and lead both client work and new business development.

You'll run client meetings, manage timelines, and build a healthy sales pipeline while aligning teams to clear targets and KPIs.