Strategic Enterprise Account Leader

Wealth.com; United States; Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Equity management

401(k) with company match

Paid parental leave

Flexible PTO

Life and disability insurance

Life insurance

Estate planning tools

Job summary

Wealth.com is seeking an experienced Account Manager to lead a portfolio of enterprise accounts in the United States. You will maintain strong executive relationships, drive retention and expansion, and negotiate renewals.

You will align Wealth.com's platform with client priorities and guide cross-functional teams to deliver measurable value. The role requires strategic thinking, high credibility with senior stakeholders, and a proactive, solution-oriented mindset.

Qualifications

• Ability to quickly establish credibility with sophisticated enterprise clients and understand their priorities.

Responsibilities

• Own a portfolio of strategic enterprise accounts with direct accountability for retention, expansion, and quota attainment.
• Build and execute strategic account plans that identify client priorities, whitespace, key stakeholders, risks, and clear paths to revenue growth.
• Develop deep, multi-threaded relationships across client organizations, from day-to-day champions to senior executives and economic buyers.
• Proactively identify, develop, and close expansion opportunities by connecting client needs to Wealth.com's broader platform and solutions.
• Own renewal and commercial conversations, including pricing, negotiation, procurement, and contracting.
• Serve as a trusted strategic advisor who understands each client's business, operating model, priorities, and opportunities for growth.
• Lead executive business reviews and strategic conversations that demonstrate measurable value, surface opportunities, and advance the partnership.
• Maintain a strong command of account health, adoption, engagement, and organizational dynamics to proactively mitigate risk and identify growth opportunities.
• Own an accurate revenue forecast and pipeline with clear visibility into expansion opportunities, renewals, risks, decision-makers, and next steps.
• Partner closely with Sales, Product, Marketing, Support, Compliance, and leadership to mobilize the right resources around strategic opportunities and client needs.
• Represent the voice of our largest clients internally and translate client and market insights into opportunities to strengthen Wealth.com's product and commercial strategy.
• Identify repeatable strategies and best practices that strengthen enterprise retention and expansion across the organization.
• Be a positive leader within the Account Management team by sharing best practices, helping teammates grow, and bringing a collaborative, solution-oriented approach to challenges.

Skills

Executive presence

Relationship management

Commercial instincts

Portfolio ownership

Strategic thinking

Team collaboration

Job description

Wealth.com is seeking an experienced Account Manager to lead a portfolio of enterprise accounts in the United States. You will maintain strong executive relationships, drive retention and expansion, and negotiate renewals.

You will align Wealth.com's platform with client priorities and guide cross-functional teams to deliver measurable value. The role requires strategic thinking, high credibility with senior stakeholders, and a proactive, solution-oriented mindset.