Note: The job is a remote job and is open to candidates in USA. Wealth.com is an AI-powered estate and tax planning platform for wealth management firms and financial institutions. The Principal Enterprise Account Manager will manage strategic enterprise accounts, driving retention, renewals, expansion, quota attainment, and revenue growth through executive relationship management and strategic account planning.
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](http://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](http://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
- Ability to quickly establish credibility with sophisticated enterprise clients and develop a deep understanding of their businesses, priorities, and organizations
- Strong executive presence and relationship management skills
- Sharp commercial instincts and ability to navigate complex organizations
- Ability to independently own a portfolio, protect existing revenue, build a healthy expansion pipeline, and consistently deliver against commercial targets
- Ability to anticipate risks and opportunities before they surface
- Confidence in executive and commercial conversations with a solution-oriented mindset
- Strong teamwork skills to share what works, help others grow, and contribute to raising the bar across the Account Management team
Benefits
- Excellent medical, dental, and vision insurance options, with low-cost premium structures
- 100% company-paid basic life insurance
- Short-term and long-term disability insurance
- 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
- Paid holidays, including your birthday
- Free estate planning for life!
Company Overview