Account Manager - job 1 of 2
Skills
- Account management or business development experience managing high client volumes
- Excellent communication skills with strong phone presence
- Ability to build and maintain client relationships across multiple channels
- Consultative sales expertise to identify client needs and propose solutions
- Strong organizational skills and attention to detail
- Ability to thrive in a fast-paced startup environment with some leadership experience
Responsibilities
- Serve as primary contact and trusted partner for Financial Advisors
- Engage and retain clients by understanding their needs and advising on campaign optimization
- Lead client escalation calls and negotiations
- Maximize revenue through upselling additional products and services
- Use sales tools like Tableau to identify new business opportunities
- Represent Account Management in strategic meetings and collaborate cross-functionally
- Maintain accurate Salesforce records and assist with onboarding, compliance, and billing
- Implement feedback to improve client engagement
Education
- High school diploma or equivalent required, formal higher education preferred but not mandatory
Benefits
- Fully remote position with flexibility to work anywhere in the contiguous US
- Medical, dental, and vision insurance with multiple plan options
- Company-paid basic life and AD&D insurance, with supplemental coverage available
- Short-term and long-term disability insurance
- Flexible Spending Accounts (Medical and Dependent Care)
- 401(k) retirement plan
- Equity packages offered
- Paid vacation, sick, and parental leave
- Employee Assistance Program (EAP)
- Financial literacy mentoring program
- Pet insurance
- Home office stipend
Average salary estimate
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To help people make smart financial decisions.
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