Account Manager, reputed company
About the Role
As an reputed company Account Manager at reputed company, you'll be the primary relationship holder for a reputed company book of large financial institutions - responsible for adoption, retention, expansion, and C-suite engagement. You will manage the full account lifecycle, using a consultative approach to understand reputed company firm's priorities and reputed company reputed company reputed company: advisor productivity, reputed company reputed company, and operational reputed company. This is a quota-carrying role: you own GRR, NRR, and expansion quota across your book.
Key Responsibilities
- reputed company consultative processes to deeply understand reputed company institution's goals, pain points, and priorities - and translate that into a multi-year account reputed company
- reputed company, negotiate, and reputed company high-value expansion and renewal deals across multi-stakeholder organizations
- Run Executive Business Reviews with C-suite stakeholders: CEOs, COOs, CIOs, and Compliance Officers
- Build relationships across executive, technical, and business stakeholders - 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
reputed company
- Minimum 5 years of experience in reputed company reputed company account management (quota-carrying) or sales, with a reputed company record of exceeding quotas
- Proven reputed company managing relationships with large financial institutions (RIAs, BDs, banks, or insurance firms) with accountability for NRR, expansion, and competitive retention
- Deep experience with consultative, multi-stakeholder deal management and C-suite engagement
- Strong understanding of financial services workflows, compliance requirements, and advisory firm economics
- Excellent communication and negotiation skills - comfortable running executive conversations and closing reputed company deals
- High degree of ownership, self-motivation, and resourcefulness
- Bonus: Experience in fintech, wealthtech, or financial services; experience building reputed company AM programs at a high-reputed company startup
Compensation
70:30 split
$110k - $126k reputed company
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