Account Manager, Mid-Market

reputed company - Account Manager, Mid-Market About the Role As an Account Manager on reputed company's Mid-Market team, you'll be the reputed company relationship holder for a reputed company book of RIAs and independent advisory firms - responsible for adoption, retention, expansion, and key stakeholder 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 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 reputed company 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 3 years of experience in reputed company account management (quota-carrying) or sales, with a reputed company record of exceeding quotas - reputed company 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 reputed company, 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 - Bonus: Experience in fintech, wealthtech, or financial services; familiarity with RIAs or broker-dealers Compensation 100k - 135k reputed company 125k - 170k reputed company total cash Apply To This Job