Enterprise Account Manager

The role

You will own a portfolio of strategic enterprise accounts with accountability for retention, expansion, and revenue growth. You will serve as a strategic partner to senior client stakeholders to identify opportunities and expand the platform's impact.

What you will do

• Own a portfolio of strategic enterprise accounts for retention, expansion, and quota attainment.
• Build and execute strategic account plans.
• Develop multi-threaded relationships across client organizations.
• Identify, develop, and close expansion opportunities.
• Own renewal and commercial conversations including pricing, negotiation, procurement, and contracting.
• Serve as a strategic advisor to clients.
• Lead executive business reviews.
• Maintain command of account health, adoption, and engagement.
• Own an accurate revenue forecast and pipeline.
• Partner with Sales, Product, Marketing, Support, Compliance, and leadership.

Required qualifications

• Ability to quickly establish credibility with sophisticated enterprise clients.
• Strong executive presence and relationship management skills.
• Sharp commercial instincts and ability to navigate complex organizations.
• Ability to independently own a portfolio, protect revenue, and build expansion pipeline.
• Ability to anticipate risks and opportunities.
• Confidence in executive and commercial conversations with a solution-oriented mindset.
• Strong teamwork skills.

Benefits

• Medical, dental, and vision insurance options.
• 100% company-paid basic life insurance.
• 100% company-paid short-term disability insurance.
• 100% company-paid long-term disability insurance.
• 100% paid parental leave upon eligibility.
• Company equity managed through Carta.
• 401k with match and 100% vesting upon hire.
• Flexible PTO.
• Paid time off for holidays and birthdays.
• Free estate planning for life.

About the company

Wealth.com is an AI-powered estate and tax planning platform for wealth management firms. It is a tech-led, end-to-end platform designed for financial institutions.