Wealth.com is hiring a SMB Account Manager

Wealth.com is hiring a SMB Account Manager to ensure our clients achieve their expected outcomes and maximize the value of our solution. You will be the primary point of contact in a B2B2C model, building strong relationships to drive high adoption, engagement, expansion, and retention. This role is central to our customer success and revenue growth.

What You'll Do

• Maintain and grow relationships with small to medium sized clients to ensure satisfaction, drive revenue growth, and identify expansion and cross-selling opportunities.
• Manage and execute activities across multiple accounts throughout their contract lifecycle to achieve renewal targets.
• Execute key activities including hand-offs from sales, successful onboardings, effective adoption motions, periodic business reviews, and expansion and renewal motions.
• Assist in developing Account Management processes and procedures while collaborating with Marketing, Sales, and Product to increase member advocacy.
• Collaborate with clients to execute on their goals and KPIs.
• Drive escalation of client issues, coordinate critical resources in the escalation process, and assist with partner issues through resolution.
• Facilitate frequent touchpoint meetings and communications with clients.
• Communicate effectively, adapt to evolving team priorities, and collaborate across multiple divisions to coordinate timelines.
• Utilize CRM (Salesforce and ChurnZero) to track key account data, activities, opportunities, and notes.
• Display great organization skills and attention to detail.

What We're Looking For

• 1-3+ years of proven experience driving SaaS software adoption and expansion with enterprise-level accounts.
• Entrepreneurial spirit with a growth mindset, thriving in a fast-paced, flexible startup environment.
• Able to build customer rapport and maintain a friendly, thoughtful atmosphere 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.
• Operational excellence in analytical thinking, process development and improvement, problem solving, communication, delegation, and planning.
• Demonstrated ability to map the customer journey, including benefits and drawbacks at each step.
• Able to be flexible and agile in responding to evolving 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 technical expertise.
• Ability to travel if needed.
• Bachelor's Degree or equivalent years of experience.

Nice to Have

• Experience managing relationships with financial institutions such as Wirehouses, RIAs, Investment Companies, or Trust Companies.

Technical Stack

• Salesforce
• ChurnZero

Team & Environment

The Account Management team serves as the primary point of contact throughout the member lifecycle.

Benefits & Compensation

• Competitive Salary.
• Company equity managed through Carta.
• Fully remote, flexible work environment.
• Excellent Medical, Dental, and Vision insurance options, with low-cost premium structures.
• 100% Company Paid Basic Life Insurance, Short Term and Long Term Disability.
• 100% Paid Parental Leave upon eligibility.
• 401k with Match and 100% vesting upon hire.
• Flexible PTO where taking time off to relax or recharge is supported and encouraged.
• Take time off for holidays—including your birthday.
• Free estate planning for life.

Work Mode

This is a fully remote position.

Wealth.com is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.