Account Manager

About Our Client:The organization operates in the financial technology sector, providing AI-powered tools that help financial advisors demonstrate the value of their advice to clients. It addresses the challenge advisors face in building client confidence by offering a suite of integrated products that combine AI with analytics to simplify complex financial information. The program supports tens of thousands of advisors, managing extensive assets and leveraging a data-driven approach developed over more than a decade. About the Opportunity:The ACCOUNT MANAGER role is focused on maintaining and expanding relationships within an assigned portfolio of clients. This position drives customer engagement and retention by supporting product adoption and facilitating renewals, while identifying opportunities for account growth. The role is critical in ensuring long-term client satisfaction and revenue growth through strategic partnership and proactive management. Responsibilities:Engage customers throughout their journey to improve satisfaction and encourage renewals and referralsConduct sales calls using a value-based methodologyManage contract processes including upsells, renewals, and cancellationsIdentify and pursue opportunities to grow accountsSupport the execution of customer engagement strategiesCollaborate with marketing campaigns to boost product adoptionMaintain accurate customer data in SalesforceParticipate in team and cross-functional meetings and trainingPromote product proficiency among advisors through training and coachingDiscover and close additional revenue opportunitiesOrganize and execute engagement activities such as webinars and office hoursHandle customer billing and contract inquiries promptlyParticipate in performance reviews for continuous improvementProvide timely and accurate reporting on performance metricsRelay customer feedback for product improvementsManage customer escalations according to established protocolsWork toward achieving retention goalsProcess renewal rate changes with proper customer communicationEmploy creative strategies to retain customers considering cancellation Requirements:Minimum 2 years experience in a technology company with SaaS subscription modelAt least 2 years in a customer-facing technology role1 year of daily Salesforce useCollege degree or equivalent experience Pay Range and Compensation Package:The pay range and compensation package for this role will be determined based on the candidate's experience, skills, and other relevant factors. Equal Opportunity Statement: Our client is an equal opportunity employer. They celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin. Note:RemoteHunter is a recruitment partner of this role. Please note that all employment decisions, including candidate assessment, interviews, hiring, compensation, and employment terms, are made exclusively by the hiring employer.