Account Manager (Mid Market)

Join as an Account Manager for Mid Market clients. In this role, you will be the primary point of contact for an assigned portfolio of accounts, responsible for client health, retention, and revenue growth. You will drive successful deployment, adoption, and measurable value across client teams, develop account strategies, and monitor platform usage. You will also build strong relationships with key stakeholders, lead client meetings, and partner cross-functionally with various teams. This is a fully remote position with unlimited PTO, full medical and dental benefits, a 401k with match, company equity, and paid parental leave. - Servir como el propietario estratégico y punto de contacto principal para una cartera asignada de cuentas, siendo responsable de la salud del cliente, la retención y el crecimiento de los ingresos. - Desarrollar estrategias de cuenta que alineen los objetivos del cliente con las capacidades de , identificando oportunidades para profundizar la adopción y expandir la asociación. - Monitorear el uso de la plataforma, la participación y la salud del cliente para descubrir oportunidades de crecimiento, abordar las brechas de adopción y mitigar proactivamente el riesgo de abandono. - Demonstrated success in cross-functional collaboration, problem-solving, and process improvement - Experience: 3+ years in client management, account management, or operations within financial services, wealth management, or technology-driven environments - Deep understanding of financial services workflows, client engagement strategies, or enterprise technology platforms - Proven track record of managing high-value or complex client accounts and driving measurable results - Preferred Experience: Prior experience managing client relationships with institutional banks or large financial institutions; experience with estate planning is strongly preferred - Other: High emotional intelligence, attention to detail, client-first mindset, and a proactive approach to problem-solving - Skills: Strong organizational skills, excellent verbal and written communication, technical fluency with SaaS platforms, and ability to manage multiple concurrent workstreams