Account Manager, Enterprise

Wealth.com
United States
Workplace: RemoteFull timeUSD 120,000 - 150,000 annuallyFunction: Customer Success & Account ManagementExperience: 5+ yearsSkills: ["Cross-functional collaboration","Problem-solving","Process improvement","Organizational skills","Client-first mindset"]

Own day-to-day relationships for a portfolio of enterprise clients, serving as the primary point of contact for client health, retention, and revenue growth. Drive the full post-sale lifecycle—deployment, adoption, and measurable value—while developing account strategies and managing renewals and expansions. Monitor platform usage to improve engagement and reduce churn risk, lead executive business reviews, and coordinate cross-functionally with Product, Engineering, Support, Compliance, and Sales.

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FursaFursa
Wealth.com
Wealth.com
3 days ago

Account Manager, Enterprise

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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 enterprise clients, serving as the primary point of contact for client health, retention, and revenue growth. Drive the full post-sale lifecycle—deployment, adoption, and measurable value—while developing account strategies and managing renewals and expansions. Monitor platform usage to improve engagement and reduce churn risk, lead executive business reviews, and coordinate cross-functionally with Product, Engineering, Support, Compliance, and Sales.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

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

Pay and Benefits

Salary: USD 120,000 - 150,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kParental Leave

Key Requirements

  • •5+ years in client management, account management, or operations within financial services, wealth management, or technology-driven environments.
  • •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 and excellent verbal and written communication with technical fluency for SaaS platforms.
Experience:5+ yearsFinancial servicesWealth managementEnterpriseSaaS
Skills:Cross-functional collaborationProblem-solvingProcess improvementOrganizational skillsClient-first mindset
Tech Stack:SaaS

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