SMB Account Manager
• As a SMB Account Manager, you will be responsible for helping our clients be successful in achieving the expected outcomes from their Wealth.com solution
- The Account Management team is the primary point of contact throughout the member lifecycle in a B2B2C customer model
- To achieve business goals, the team must focus both on building strong relationships with our business members and on driving high adoption, engagement, expansion and retention
- Responsible for maintaining and growing relationships with small to medium sized clients. This role is crucial in ensuring client satisfaction, driving revenue growth, and identifying opportunities for expansion and cross-selling
- Ability to manage and execute relevant activities across multiple accounts throughout their contract lifecycle resulting in achievement of renewal targets within assigned customers
- Activities above include but are not limited to productive hand-offs from sales, successful onboardings, effective adoption motions, periodic business reviews with customer stakeholders, expansion and renewal motions
- Assist in the development of Account Management Processes and Procedures while engaging across departments with (Marketing, Sales, and Product) to increase member advocacy
- Collaborate with client to execute on 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 working environments and team priorities. Collaborate with multiple divisions and functions to coordinate the timeline of events and activities. Utilize CRM (Salesforce and ChurnZero) to keep track of key account data, activities, opportunities, and relevant notes
- Display great organization skills and great attention to detail
Benefits
- 401k with Match and 100% vesting upon hire
- Full medical and dental benefits
- Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged
- Company equity managed through Carta
- Fully remote, flexible work environment (we do however meet together in person several times a year)
- Paid parental leave
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