Premier Account Relationship Manager (Hybrid- PA, CA)

For our client, we are seeking a Premier Account Relationship Manager to join the team of a leader in the Finance & Insurance space. This role will serve as a trusted senior partner to enterprise clients, with a strong focus on onboarding, implementation, and long-term relationship management. You will work closely with Sales and Product teams to support expansion efforts, shape solution proposals, and translate client needs into actionable account strategies. The position also calls for executive-level communication, quarterly business reviews, and cross-functional coordination that drives retention, growth, and client satisfaction. Location: Remote - US based candidates only, no visa sponsorship available Compensation: $130,000 – $145,000 annually Responsibilities Serve as the senior contact for premier enterprise accounts, guiding clients through onboarding and implementation Develop deep knowledge of client strategies to identify opportunities for expansion Collaborate with Sales and Product teams to support new business efforts and shape solution proposals Execute expansion opportunities within existing accounts through demos and renewal planning Capture client feedback to inform product insights and roadmap discussions Drive strategic account planning and revenue growth through cross-functional collaboration Lead executive meetings and quarterly reviews to align client goals with product capabilities Qualifications 8+ years of experience in client relationship management or program management in B2B SaaS, technology, or financial services Expertise in broker-dealer and financial advisory ecosystems, including fiduciary management platforms Proven success in managing complex client relationships with measurable revenue growth Strong executive presence and communication skills for engaging senior stakeholders Ability to manage large-scale programs and cross-functional initiatives effectively Strategic thinker with strong analytical and problem-solving skills Bachelor's degree in Business, Finance, or related field; MBA preferred Benefits Comprehensive benefits package including health, dental, and vision insurance 401(k) plan with company match Generous paid time off and holiday schedule Professional development opportunities and mentorship programs Flexible work arrangements to support work-life balance Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.