Remote SMB Growth & Success Manager

Doist; United States; Remote; USD 70,000 - 105,000; Full time

Benefits offered by this job

Fully remote, flexible work

Excellent health coverage

Company equity options

401k with match

Job summary

Wealth.com is seeking an SMB Account Manager to help our clients maximize value from our estate planning platform. You will manage small to mid-sized client relationships, drive adoption, renewals, and expansion, and coordinate with Marketing, Sales, and Product to ensure client success in a fast-paced, remote environment.

Your role requires the ability to travel if needed, strong communication, and a growth-oriented mindset to thrive in a high-growth, SaaS business model.

Qualifications

• 1-3+ years of proven experience driving SaaS software adoption and expansion with SMB level accounts.
• Able to build customer rapport and maintain a friendly, thoughtful atmosphere with customers at all times.
• Willing to address escalated client issues with speed and urgency.

Responsibilities

• Maintain and grow relationships with small to medium clients to drive renewal and expansion.
• Coordinate onboarding, adoption motions, periodic business reviews with customer stakeholders, expansion and renewal motions.
• Collaborate with Marketing, Sales, and Product to increase member advocacy and coordinate across departments.
• Utilize CRM (Salesforce and ChurnZero) to keep track of key account data, activities, opportunities, and notes.

Skills

SaaS adoption

Account management

Relationship building

Communication

Cross-functional collaboration

Analytical thinking

Growth mindset

Travel flexibility

Education

Bachelor's Degree or equivalent

Tools

Salesforce

ChurnZero

Job description

Wealth.com is seeking an SMB Account Manager to help our clients maximize value from our estate planning platform. You will manage small to mid-sized client relationships, drive adoption, renewals, and expansion, and coordinate with Marketing, Sales, and Product to ensure client success in a fast-paced, remote environment.

Your role requires the ability to travel if needed, strong communication, and a growth-oriented mindset to thrive in a high-growth, SaaS business model.