Account Manager, Mid Market

Wealth.com
United States
Workplace: RemoteFull timeUSD 120,000 - 130,000 annuallyFunction: Customer Success & Account ManagementExperience: 3+ yearsSkills: ["Client-first mindset","Communication","Organizational skills","Problem-solving","Attention to detail","Emotional intelligence","Process improvement"]

Own day-to-day relationships for a portfolio of Mid Market clients, guiding post-sale deployment, adoption, and measurable value. Develop account strategies aligned to client goals, drive renewals and expansion outcomes, and monitor usage and client health to mitigate churn risk. Partner across Product, Engineering, Support, Compliance, and Sales, lead business reviews, and maintain account plans, forecasts, and opportunity tracking to ensure scalable success.

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FursaFursa
Wealth.com
Wealth.com
3 days ago

Account Manager, Mid Market

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Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live

Job Summary

Own day-to-day relationships for a portfolio of Mid Market clients, guiding post-sale deployment, adoption, and measurable value. Develop account strategies aligned to client goals, drive renewals and expansion outcomes, and monitor usage and client health to mitigate churn risk. Partner across Product, Engineering, Support, Compliance, and Sales, lead business reviews, and maintain account plans, forecasts, and opportunity tracking to ensure scalable success.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Serve as the strategic owner and primary point of contact for an assigned portfolio, accountable for client health, retention, and revenue growth.
  • •Own the client lifecycle post-sale, driving successful deployment, adoption, and measurable value across client teams.
  • •Develop account strategies aligned to client goals and Wealth.com capabilities to deepen adoption and expand the partnership.
  • •Own renewal and expansion outcomes by proactively identifying revenue opportunities and managing commercial conversations.
  • •Monitor platform usage, engagement, and client health to uncover growth opportunities, address adoption gaps, and mitigate churn risk.

Pay and Benefits

Salary: USD 120,000 - 130,000 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability InsuranceParental Leave401kEquity

Key Requirements

  • •3+ years in client management, account management, or operations within financial services, wealth management, or technology-driven environments.
  • •Prior experience managing client relationships with institutional banks or large financial institutions; estate planning experience is strongly preferred.
  • •Proven track record managing high-value or complex client accounts and driving measurable results.
  • •Demonstrated success in cross-functional collaboration, problem-solving, and process improvement.
  • •Strong organizational skills, excellent verbal and written communication, technical fluency with SaaS platforms, and ability to manage multiple workstreams.
Experience:3+ yearsFinancial servicesWealth managementSaaS
Skills:Client-first mindsetCommunicationOrganizational skillsProblem-solvingAttention to detailEmotional intelligenceProcess improvement
Tech Stack:SaaSCartaAI

Company Brief

Wealth.com
Operates an online wealth management platform providing digital investment management, financial planning tools, and portfolio services to retail and high-net-worth clients, aiming to simplify investing and personalize financial advice through technology.
Industry: Wealth Management
Website