The #1 Estate Planning Platform in Wealth Management
SMB Account Manager
Location
United States
Posted
29 days ago
Salary
$100K - $120K / year
Job Description
Job Requirements
- 1-3+ years of proven experience driving SaaS software adoption and expansion with enterprise level accounts.
- Entrepreneur at heart with a growth mindset who thrives in a fast-paced, flexible, startup environment; demonstrated ability to adapt and lead in a high growth environment.
- Able to build customer rapport and maintain a friendly, thoughtful atmosphere with customers at all times. Willing and able to address escalated client issues with speed and urgency.
- Strong understanding of value drivers in recurring revenue business models.
- Demonstrated operational excellence in analytical thinking, process development and improvement, problem solving, communication, delegation and planning.
- Demonstrated ability to map the customer/member journey–including the benefits and drawbacks customers face on each step of the journey.
- Able to be flexible and agile in responding to evolving business priorities and dealing with ambiguity.
- Able to collaborate across the organization and with external stakeholders.
- Able to learn new technologies and communicate those concepts to customers with varying degrees of technical expertise.
- Ability to travel if needed.
- Bonus: experience in managing relationships with financial institutions such as Wirehouses, RIAs, Investment Companies, Trust Companies, etc.
- Bachelor's Degree or equivalent years of experience.
Benefits
- Competitive Salary.
- Fully remote, flexible work environment. We do however meet together in person several times a year.
- Excellent Medical, Dental, and Vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
- 100% Company Paid Basic Life Insurance, Short Term and Long Term Disability
- 100% Paid Parental Leave upon eligibility
- Company equity managed through Carta.
- 401k with Match and 100% vesting upon hire.
- Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
- Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
- Free estate planning for life!
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