Strategic Enterprise Account Manager — Remote

Wealth Inc.; Northern (KY); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Parental leave

Equity via Carta

401k with match

Flexible PTO

Birthday time off

Estate planning benefits

Job summary

Wealth.com is seeking an Account Manager to support some of our largest enterprise clients, including leading national banking organizations. This role manages day-to-day client relationships, coordinates across internal teams, and ensures seamless deployment and adoption of our platform.

The ideal candidate thrives in a fast-paced environment, excels at cross-functional collaboration, and delivers a high-touch client experience.

Qualifications

• 5+ years in client management, account management, or operations within financial services, wealth mgmt, or tech environments.
• Proven track record managing high-value or complex client accounts with measurable results.
• Cross-functional collaboration and problem-solving experience are essential.

Responsibilities

• Serve as the strategic owner and primary contact for an assigned portfolio of accounts, accountable for health, retention, and revenue growth.
• Own the client lifecycle post-sale, driving deployment, adoption and measurable value across client teams.
• Develop account strategies aligning client goals with Wealth.com capabilities to deepen adoption and partnership.
• Own renewal and expansion outcomes, identifying opportunities and managing commercial conversations.
• Monitor platform usage and client health to uncover growth opportunities and mitigate churn risk.
• Build relationships with stakeholders, acting as a trusted strategic advisor to the client.
• Lead client meetings, business reviews, and planning conversations with actionable next steps.
• Partner with Product, Engineering, Support, Compliance, and Sales to advocate for client needs.
• Maintain account plans, forecasts, opportunity tracking, and client documentation.
• Identify repeatable strategies and client insights to improve retention and scalability.

Skills

Client management

Account management

Cross-functional collaboration

Relationship building

SaaS platforms

Problem solving

Tools

CRM software

Data analysis tools

Job description

Wealth.com is seeking an Account Manager to support some of our largest enterprise clients, including leading national banking organizations. This role manages day-to-day client relationships, coordinates across internal teams, and ensures seamless deployment and adoption of our platform.

The ideal candidate thrives in a fast-paced environment, excels at cross-functional collaboration, and delivers a high-touch client experience.