AVP, Strategic Accounts — Remote Growth Leader

Tech Sales Jobs; Charlotte (NC); Hybride; USD 100 000 - 167 000; Plein temps

Avantages offerts par ce poste

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Résumé du poste

LPL Financial, a leading wealth management firm, seeks an AVP, Strategic Account Manager to partner with the SAM team. You will align resources across enterprise relationships, drive growth and retention, and ensure client satisfaction through complex problem resolution with advisors and the home office.

Responsibilities include maintaining Salesforce records, managing contract accommodations, and coordinating with vendor partners to provide valuable industry insights.

Qualifications

• 5+ years of experience in sales, relationship management, or senior client service roles.
• 5+ years of experience within the financial services industry.
• 3+ years of project management experience and cross-functional initiatives.
• 3+ years of experience using Salesforce CRM.

Responsabilités

• Own and resolve complex business issues and relationships.
• Maintain complete Salesforce records for all covered advisors.
• Collaborate with SAM to complete and maintain assessments by firm.
• Manage contract accommodations and service credits process for SAM.
• Coordinate with vendor partners to deliver thought leadership and value.
• Meet with Large Enterprise clients to discuss service and resolutions.
• Provide project management for complex requests and lead Case Management for SAMs.
• Coordinate across multiple departments for updates and stakeholder communications.

Connaissances

Relationship management

Sales

Project management

Salesforce CRM

Communication

Formation

Bachelor's degree

Outils

Salesforce

Description du poste

LPL Financial, a leading wealth management firm, seeks an AVP, Strategic Account Manager to partner with the SAM team. You will align resources across enterprise relationships, drive growth and retention, and ensure client satisfaction through complex problem resolution with advisors and the home office.

Responsibilities include maintaining Salesforce records, managing contract accommodations, and coordinating with vendor partners to provide valuable industry insights.