SMB Account Manager

53 Stations; Northern (KY); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Remote work

Excellent health insurance

Company equity

401k with match

Flexible PTO

Life insurance

Parental leave

Estate planning service

Job summary

Wealth.com is seeking an SMB Account Manager to nurture and grow relationships with small to mid-sized financial clients in a fully remote role. You will drive adoption, renewal, and expansion while coordinating with marketing, sales, and product teams to maximize client value.

Remote work flexibility is offered with occasional in-person meetups. The ideal candidate has 1–3+ years in SaaS account management, strong communication, and a proven track record of revenue growth in SMB accounts.

Qualifications

• 1-3+ years of SaaS adoption/expansion for SMB accounts.
• Bachelor's degree or equivalent years of experience.
• Ability to travel if needed.
• Strong relationship-building and cross-functional collaboration.
• Experience with financial institutions is a bonus.
• Proven ability to drive revenue growth and retention.

Responsibilities

• Maintain and grow relationships with SMB clients to drive adoption and revenue.
• Manage activities across multiple accounts to achieve renewals.
• Coordinate onboarding, adoption motions, and business reviews.
• Collaborate with Marketing, Sales, and Product to boost advocacy.
• Facilitate escalation and resolve client issues efficiently.
• Schedule frequent touchpoints and document data in CRM.
• Demonstrate organization and attention to detail.

Skills

SaaS adoption

Account management

Relationship building

Cross-functional collaboration

Revenue growth

Analytical thinking

Travel willingness

Learning new tech

Education

Bachelor's degree

Tools

Salesforce

ChurnZero

Job description

Title: SMB Account Manager
Location: Remote

About Us

Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end platform built specifically for financial institutions, Wealth.com enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study.

Our team is fundamental to our standing as the leading estate planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace. Wealth.com is proud to be certified as a Great Place to Work for 2025.

The Opportunity

As a SMB Account Manager, you will be responsible for helping our clients be successful in achieving the expected outcomes from their Wealth.com solution. The Account Management team is the primary point of contact throughout the member lifecycle in a B2B2C customer model. To achieve business goals, the team must focus both on building strong relationships with our business members and on driving high adoption, engagement, expansion and retention.

Your Responsibilities

• Responsible for maintaining and growing relationships with small to medium sized clients. This role is crucial in ensuring client satisfaction, driving revenue growth, and identifying opportunities for expansion and cross-selling.
• Ability to manage and execute relevant activities across multiple accounts throughout their contract lifecycle resulting in achievement of renewal targets within assigned customers
• Activities above include but are not limited to productive hand-offs from sales, successful onboardings, effective adoption motions, periodic business reviews with customer stakeholders, expansion and renewal motions.
• Assist in the development of Account Management Processes and Procedures while engaging across departments with (Marketing, Sales, and Product) to increase member advocacy
• Collaborate with client to execute on goals and KPIs
• Drive escalation of client issues, coordinate critical resources in the escalation process, and assist with partner issues through resolution
• Facilitate frequent touchpoint meetings and communications with clients.
• Communicate effectively, adapt to working environments and team priorities. Collaborate with multiple divisions and functions to coordinate the timeline of events and activities. Utilize CRM (Salesforce and ChurnZero) to keep track of key account data, activities, opportunities, and relevant notes.
• Display great organization skills and great attention to detail.

Qualifications:

• 1-3+ years of proven experience driving SaaS software adoption and expansion with SMB level accounts.
• Entrepreneur at heart with a growth mindset who thrives in a fast-paced, flexible, startup environment; demonstrated ability to adapt and lead in a high growth environment.
• Able to build customer rapport and maintain a friendly, thoughtful atmosphere with customers at all times. Willing and able to address escalated client issues with speed and urgency.
• Strong understanding of value drivers in recurring revenue business models.
• Demonstrated operational excellence in analytical thinking, process development and improvement, problem solving, communication, delegation and planning.
• Demonstrated ability to map the customer/member journey–including the benefits and drawbacks customers face on each step of the journey.
• Able to be flexible and agile in responding to evolving business priorities and dealing with ambiguity.
• Able to collaborate across the organization and with external stakeholders.
• Able to learn new technologies and communicate those concepts to customers with varying degrees of technical expertise.
• Ability to travel if needed.
• Bonus: experience in managing relationships with financial institutions such as Wirehouses, RIAs, Investment Companies, Trust Companies, etc.
• Bachelor's Degree or equivalent years of experience.

Benefits & Perks

• Competitive Salary.
• Fully remote, flexible work environment. We do however meet together in person several times a year.
• Excellent Medical, Dental, and Vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
• 100% Company Paid Basic Life Insurance, Short Term and Long Term Disability
• 100% Paid Parental Leave upon eligibility
• Company equity managed through Carta.
• 401k with Match and 100% vesting upon hire.
• Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
• Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
• Free estate planning for life!

Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.