Account Manager

About the role

Red Oak builds compliance and distribution software for the asset management industry, automating the review of sales and marketing content so regulated firms stay compliant without slowing down. 19 of the top 20 global asset managers are Red Oak clients, including BlackRock, Vanguard, PIMCO, and Morgan Stanley. The company delivers a fully integrated compliance and distribution platform and is one of the fastest‑growing companies in compliance technology.

Why this role matters: Accounts are the biggest growth lever; most clients start with a single product, leaving significant cross‑sell opportunity across the platform. Following the Red Oak and MirrorWeb merger, the combined book created untapped cross‑sell potential, and the account management team is scaling to capture it. You will own a book of business from day one, work with new products, and shape how the company grows, with high autonomy, ownership, and impact.

What success looks like: By 90 days you will have made introductory contact with all highest‑priority accounts, built a healthy pipeline of qualified opportunities in Salesforce, maintained clean pipeline hygiene, and become fluent in Red Oak’s sales process, playbooks, and products. By 180 days you will grow the pipeline with early closed‑won expansion revenue; by 270 days expand the pipeline with meaningful cumulative closed‑won revenue; by the end of year 1 you will have a substantial pipeline on track toward quota; fully ramped you will sustain a pipeline at full annual quota.

The role: You will own a sizable portfolio of midmarket and lower‑enterprise accounts across priority tiers. Most accounts currently run a single product—Compliance or Distribution—with considerable cross‑sell room. Deal size and cycle length vary as the platform matures and cross‑sell expands. While a Client Success Manager handles onboarding, adoption, retention, and day‑to‑day support, you own the commercial and strategic relationship.

How we work: The position is remote with approximately one trip per month for client on‑sites or industry events. The culture emphasizes high standards, direct feedback, and ownership, reflecting the rigor required in regulated financial services.

Responsibilities

• Own expansion revenue end-to-end: upsells, cross-sells, contract expansions, and renewals
• Build executive relationships with documented account plans and multi-year growth strategies
• Multi-thread across marketing, sales, and compliance stakeholders within complex accounts
• Build and manage a strong pipeline at full ramp; maintain disciplined hygiene and accurate forecasting in Salesforce