Job Description
Note: The job is a remote job and is open to candidates in USA. Wealth.com is the industry’s leading estate planning platform, empowering wealth management firms to modernize estate planning guidance. The SMB Account Manager will maintain and grow client relationships, ensure client satisfaction, and drive revenue growth while collaborating across departments to enhance member advocacy. 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 Skills 1-3+ years of proven experience driving SaaS software adoption and expansion with enterprise 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 Bachelor's Degree or equivalent years of experience Bonus: experience in managing relationships with financial institutions such as Wirehouses, RIAs, Investment Companies, Trust Companies, etc Benefits 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! Company Overview Wealth.com provides an AI-powered platform that helps wealth management firms deliver estate and tax planning. It was founded in 2022, and is headquartered in Tempe, Arizona, USA, with a workforce of 51-200 employees. Its website is