Principal Enterprise Account Manager

Wealth.com
United States
Workplace: RemoteFull timeUSD 160,000 - 185,000 annuallyFunction: Customer Success & Account ManagementSkills: ["Executive presence","Relationship management","Commercial instincts","Risk anticipation","Teamwork"]

Own a portfolio of complex enterprise accounts driving retention, expansion, and quota attainment. Build strategic account plans, manage multi-threaded relationships from day-to-day champions to senior executives, and proactively identify growth opportunities tied to client needs and the platform’s solutions. Lead renewals and commercial conversations, run executive business reviews, maintain account health and accurate forecasting, and coordinate with Sales, Product, Marketing, Support, Compliance, and leadership to deliver measurable value.

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FursaFursa
Wealth.com
Wealth.com
2 days ago

Principal Enterprise Account Manager

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

Job Summary

Own a portfolio of complex enterprise accounts driving retention, expansion, and quota attainment. Build strategic account plans, manage multi-threaded relationships from day-to-day champions to senior executives, and proactively identify growth opportunities tied to client needs and the platform’s solutions. Lead renewals and commercial conversations, run executive business reviews, maintain account health and accurate forecasting, and coordinate with Sales, Product, Marketing, Support, Compliance, and leadership to deliver measurable value.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Own a portfolio of strategic enterprise accounts with accountability for retention, expansion, and quota attainment.
  • •Build and execute strategic account plans identifying client priorities, whitespace, key stakeholders, risks, and paths to revenue growth.
  • •Develop multi-threaded relationships across client organizations from champions to senior executives and economic buyers.
  • •Proactively identify, develop, and close expansion opportunities; connect client needs to Wealth.com platform and solutions.
  • •Own renewals and commercial conversations (pricing, negotiation, procurement, contracting), lead executive business reviews, and maintain accurate revenue forecasting and account health.

Pay and Benefits

Salary: USD 160,000 - 185,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceParental Leave401kEquityPaid Leave

Key Requirements

  • •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.
  • •Independently own a portfolio, protect existing revenue, build an expansion pipeline, and deliver against commercial targets.
  • •Anticipate risks and opportunities before they surface and confidently lead executive and commercial conversations with a solution-oriented mindset.
Experience:Wealth managementFinancial institutions
Skills:Executive presenceRelationship managementCommercial instinctsRisk anticipationTeamwork
Tech Stack:Carta

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