Remote Account Growth Manager — SaaS Expansion & Cross-Sell

Red Oak; Austin, Northern (TX, KY); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Equity Appreciation Rights: share in"?

Comprehensive health coverage: medical

401(k) with company contribution

20 days PTO annually, plus birthday

Enhanced family leave

Life insurance

Job summary

Red Oak is seeking a Client Success Manager to own a sizable portfolio of midmarket and lower-enterprise accounts, driving onboarding, adoption, retention and expansions across Compliance and Distribution products.

You will build executive relationships, navigate multi-stakeholder deals, and use AI tools to surface expansion signals and accelerate deal prep; remote work with occasional travel.

Qualifications

• 3+ years in account management or client-facing sales within SaaS.
• Experience selling into financial services is a differentiator, not a requirement.
• Strong Salesforce discipline: reliable forecasting and pipeline hygiene.
• Ability to navigate negotiation, legal, and procurement processes through to a signed contract.

Responsibilities

• Own expansion revenue end-to-end: upsells, cross-sells, contract expansions, and renewals.
• Build executive relationships with documented account plans and multi-year growth strategies.
• Multi-thread across marketing, sales, and compliance stakeholders within complex accounts.
• Build and manage a strong pipeline at full ramp; maintain disciplined hygiene and accurate forecasting in Salesforce.
• Lead commercial negotiations from qualified opportunity through legal and procurement to a signed contract.
• Use AI tools to research accounts, surface expansion signals, and accelerate deal prep.
• Partner with Client Success, Product, and Sales to refine the expansion playbook as the platform evolves.
• Represent Red Oak at industry events and client on-sites; approximately one trip per month.

Skills

Account management

Sales

Forecasting

Executive communication

AI in sales

Tools

Salesforce

Gong

Claude AI

Job description

Red Oak is seeking a Client Success Manager to own a sizable portfolio of midmarket and lower-enterprise accounts, driving onboarding, adoption, retention and expansions across Compliance and Distribution products.

You will build executive relationships, navigate multi-stakeholder deals, and use AI tools to surface expansion signals and accelerate deal prep; remote work with occasional travel.