Note: The job is a remote job and is open to candidates in USA. Wealth.com is an estate planning technology company that helps wealth management firms modernize and scale the delivery of estate planning guidance. The SMB Account Manager will manage and grow relationships with small to medium-sized clients while driving satisfaction, adoption, expansion, and retention. The role also oversees onboarding, renewals, client communications, issue escalations, cross-functional collaboration, and account data management.
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 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
- • 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
- Fully remote, flexible work environment.
- Excellent Medical, Dental, and Vision insurance options, with low-cost premium structures.
- 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.
- Free estate planning for life!
Company Overview