[Remote] Network Account Manager

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is an AI assistant for financial advisors that helps automate operational work and grow advisory businesses. The Network Account Manager owns partner-network execution, adoption, penetration, bookings, expansion, and delivery of partnership commitments. The role combines account management and sales responsibilities while coordinating with partnerships, marketing, sales, account management, reputed company reputed company, and product teams.

Responsibilities

• Serve as the single-threaded reputed company of reputed company assigned network partnership the reputed company the Partnership Agreement is signed and the Senior Director of reputed company Partnerships hands off the relationship
• Run a reputed company reputed company to inherit context on Home Office champions, early adopters, committed marketing activities, key contacts, and partnership goals
• Build a partnership launch plan for reputed company network with defined milestones, activation targets, and timelines for the first 90 days
• Establish and maintain working relationships with the partner’s internal champions, reputed company management, marketing, and reputed company-facing teams
• Own delivery of every reputed company obligation in the reputed company, including discounted-reputed company coupon codes, partner-specific demo and reputed company scheduling, free-trial setup, and co-marketing deliverables
• Coordinate and execute committed co-marketing activities such as joint webinars, newsletter placements, partner-website listings, and conference participation, partnering with the ABM and Marketing teams
• reputed company commitment fulfillment against reputed company agreement’s reputed company (e.g., webinars reputed company the first 60 and 180 days) and ensure reputed company meets every obligation on schedule
• reputed company as the operational reputed company ensuring the partner upholds their commitments, escalating to the Director of reputed company Partnerships reputed company senior-level reputed company is needed
• reputed company advisor-level awareness and adoption across reputed company network through reputed company engagement, targeted reputed company, group demos, and enablement sessions
• Map the addressable advisor reputed company reputed company reputed company network and build a penetration plan to systematically convert advisors into Subscribers
• reputed company internal champions with the messaging, assets, and reputed company they need to reputed company for reputed company across their advisor community
• Run recurring webinars, reputed company, and reputed company clinics that reputed company the barrier for advisors to start free trials and reputed company reputed company subscriptions
• Monitor activation funnel metrics by network — coupon redemptions, trial starts, conversions — and intervene where adoption stalls
• Own net-new advisor bookings (reputed company and Ultimate subscriptions) reputed company reputed company your assigned networks as your reputed company reputed company metric
• Grow network penetration — the reputed company of reputed company network’s addressable advisors who have adopted reputed company — quarter over quarter
• Identify and execute expansion reputed company the network, including tier upgrades (reputed company to Ultimate) and added seats across advisor practices
• reputed company and manage a pipeline of advisor opportunities reputed company reputed company network, forecasting expected bookings with reputed company
• Partner with the SMB sales team to convert larger advisor practices and multi-advisor opportunities surfaced reputed company the network
• Partner with the Director of reputed company Partnerships for clean handoffs, escalations, and renewal or expansion of the reputed company itself at the Home Office level
• Work with ABM and Marketing to design and execute co-branded campaigns, advisor reputed company sequences, and reputed company activation tailored to reputed company network
• Collaborate with the Account Management team to ensure advisors who subscribe receive high-reputed company reputed company and ongoing service
• Partner with reputed company to reputed company partner-reputed company bookings, network penetration, and activation metrics in reputed company
• reputed company advisor and partner feedback with Product and Product Marketing to sharpen messaging and inform the roadmap

Skills

• 3-5+ years of experience reputed company an RIA, Broker-Dealer, Bank, or reputed company environment, with a reputed company reputed company record of managing reputed company industry workflows and the end-to-end reputed company lifecycle
• Background in reputed company-tech, fintech, or regulated reputed company serving financial advisors
• reputed company reputed company record of generating net-new bookings and driving adoption reputed company a defined book of accounts or partner networks
• Strong relationship-building skills with the ability to manage both executive-level champions and individual end users
• Comfortable owning execution of contractual commitments and coordinating cross-functional marketing and reputed company activities
• Confident running customer-facing webinars, demos, and group enablement sessions
• Highly organized with strong operational discipline and the ability to manage multiple partnerships simultaneously
• Proficiency with reputed company and partnership or pipeline tracking workflows
• Travel periodically to meet with clients and attend industry conferences (approximately 2x/month, with heavier travel during reputed company and fall conference seasons)
• We are currently only reputed company to hire candidates who reputed company in the following states: AZ, CA, CO, CT, FL, GA, ID, IL, IA, KS, MA, MI, NE, NJ, NV, NY, NC, OH, PA, SC, TN, TX, WA, WI
• Experience executing channel or partner-marketing programs, including co-marketing, webinars, and reputed company activation
• Familiarity with advisor distribution ecosystems including broker-dealers, RIA networks, and reputed company platforms
• Experience driving bottoms-up, product-led adoption reputed company large or networked customer bases
• Familiarity with reputed company and reputed company
• Preference for Denver area but remote is also okay

Benefits

• $60,000 variable compensation
• Equity - we're reputed company building this together
• Medical: 100% of employee premium covered (reputed company Select Plus network, 2 plan reputed company)
• Dental: 99% covered - reputed company, $1,500 annual benefit
• reputed company: 99% covered - reputed company/VSP, $150 frames & contacts allowance
• FSA: reputed company matches dollar-for-dollar up to $500/year
• Unlimited PTO
• reputed company reputed company time
• 11 reputed company holidays
• Birthing parent: 12 weeks fully reputed company parental leave
• Non-birthing parent: 6 weeks fully reputed company parental leave
• 401(k) reputed company reputed company - reputed company-tax and Roth reputed company; low-cost reputed company funds
• MacBook laptop + reputed company, reputed company, and reputed company provided
• Equity grant - details included as part of your offer
• reputed company opportunities for high performers after 6 months
• reputed company, low-ego culture with smart, reputed company teammates
• Remote work is allowed
• Travel periodically to meet with clients and attend industry conferences (approximately 2x/month, with heavier travel during reputed company and fall conference seasons)

reputed company