Remote Enterprise Account Manager

Phx Fwd; Northern (KY); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Parental Leave

Company Equity

401k Match

Flexible PTO

Holidays

Job summary

Wealth.com, a leading estate planning platform, seeks an Account Manager to support major enterprise clients from a remote location in the USA. You will own day-to-day relationships, coordinate with Product, Engineering, Support, Compliance, and Sales, and ensure successful deployment and adoption of the Wealth.com platform.

The ideal candidate will bring 5+ years in client management within financial services or wealth tech, with strong communication, strategic mindset, and a track record of

Qualifications

• 5+ years in client management, account management, or operations within financial services, wealth management, or technology-driven environments.
• Experience managing relationships with institutional banks or large financial institutions preferred.
• Proven track record of managing high-value or complex client accounts and driving measurable results.

Responsibilities

• Serve as the strategic owner and primary point of contact for an assigned portfolio of accounts, accountable for client health, retention, and revenue growth.
• Own the client lifecycle post-sale, driving successful deployment, adoption, and measurable value across client teams.
• Develop account strategies that align client goals with Wealth.com capabilities, identifying opportunities to deepen adoption and expand the partnership.
• Own renewal and expansion outcomes, proactively identifying revenue opportunities and managing commercial conversations across the account.
• Monitor platform usage, engagement, and client health to uncover growth opportunities, address adoption gaps, and proactively mitigate churn risk.
• Build strong relationships with key stakeholders and decision-makers, positioning yourself as a trusted strategic advisor to the client.
• Lead client meetings, business reviews, and strategic planning conversations with clear insights, recommendations, and actionable next steps.
• Partner cross-functionally with Product, Engineering, Support, Compliance, and Sales to advocate for client needs, remove barriers, and drive successful outcomes.
• Maintain clear account plans, forecasts, opportunity tracking, and client documentation to ensure visibility into renewals, expansion opportunities, risks, and next steps.
• Identify repeatable strategies, best practices, and client insights that improve retention, expansion, and scalability

Skills

Account management

Financial services

SaaS platforms

Stakeholder management

Cross-functional collaboration

Communication

CRM systems

Tools

Salesforce

Job description

Wealth.com, a leading estate planning platform, seeks an Account Manager to support major enterprise clients from a remote location in the USA. You will own day-to-day relationships, coordinate with Product, Engineering, Support, Compliance, and Sales, and ensure successful deployment and adoption of the Wealth.com platform.

The ideal candidate will bring 5+ years in client management within financial services or wealth tech, with strong communication, strategic mindset, and a track record of