Senior Client Success & Growth Manager - Remote

Envestnet; All (MO); Hybrid; USD 78,000 - 98,000; Full time

Job summary

Envestnet in Berwyn, PA is seeking a Senior Account Manager to partner with financial institutions, deliver exceptional service, drive platform adoption, and support long‑term client success across Product, Service, Operations, Sales, and Relationship Management.

You will identify cross-sell opportunities, manage pipelines in Salesforce, maintain strong client relationships, and collaborate with onboarding teams to ensure best practices during implementation.

Qualifications

• Experience in a relationship management role in technology or financial services.
• Ability to manage client expectations and travel up to 35%.
• Willingness to work weekends/overtime for client support.

Responsibilities

• Establishes and maintains strong relationships with designated clients to foster a cooperative environment.
• Executes targeted sales campaigns and account activation plays with Senior Account Managers and Marketing.
• Identifies sales and expansion opportunities and hands off to Sales team when appropriate.
• Performs proactive outreach to firms to identify cross-sell and upsell opportunities.
• Maintains accurate opportunity pipelines and account insights in Salesforce.
• Collaborates to transition smaller accounts or qualify leads for strategic escalation.
• Provides optimal support to institutional business through phone and email inquiries.
• Works with onboarding teams to ensure best practices during implementation.

Skills

Relationship management

Sales campaigns

Account activation

Cross-functional collaboration

Client problem solving

Education

MBA

PMP Certification

Tools

Mavenlink

MS Project

Job description

Envestnet in Berwyn, PA is seeking a Senior Account Manager to partner with financial institutions, deliver exceptional service, drive platform adoption, and support long‑term client success across Product, Service, Operations, Sales, and Relationship Management.

You will identify cross-sell opportunities, manage pipelines in Salesforce, maintain strong client relationships, and collaborate with onboarding teams to ensure best practices during implementation.