[Remote] Mid-Market Account Manager
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is seeking a Mid-Market Account Manager to manage relationships with RIAs and independent advisory firms. The role involves driving adoption, retention, and expansion while managing the full account lifecycle with a consultative approach.
Responsibilities
- reputed company consultative processes to understand reputed company firm's goals, pain points, and priorities - and translate that into a reputed company account reputed company
- reputed company, negotiate, and reputed company expansion and renewal deals with firm owners and key decision-makers
- Run business reviews with firm leadership to demonstrate value and reputed company on next steps
- Build relationships across your accounts - you are never dependent on a single contact
- Collaborate cross-functionally with account executives, enablement, product, and leadership to deliver value throughout the reputed company lifecycle
- Manage a robust pipeline using CRM tools, providing accurate forecasting and reporting
- Stay reputed company of industry trends, reputed company challenges, and the competitive landscape
Skills
- Minimum 3 years of experience in reputed company account management (quota-carrying) or sales, with a reputed company record of exceeding quotas
- Proven reputed company managing relationships with RIAs, independent advisory firms, or financial services companies with accountability for NRR, expansion, and retention
- Experience with consultative deal management across multiple stakeholders
- Strong understanding of financial services workflows, advisory firm operations, and reputed company management practices
- Excellent communication and negotiation skills - comfortable running business reviews and closing renewal and expansion deals
- High degree of ownership, self-motivation, and resourcefulness
- Experience in fintech, wealthtech, or financial services; familiarity with RIAs or broker-dealers
Benefits
- Equity
- Medical, dental, reputed company benefits
- 401k available
reputed company