Account Manager

Practifi

18d • $105,000 - $125,000 • Remote

About The Position

This role is for a senior Account Manager responsible for owning, retaining, renewing, and growing a book of complex, institutionally demanding clients, including networks, aggregators, large wealth management firms, and bank-affiliated practices. The Account Manager will build trusted relationships with C-suite and executive stakeholders, lead proactive business reviews, identify and lead expansion opportunities, and develop account plans. This role requires navigating complex governance, procurement, legal, and compliance structures inherent in institutional clients. The position is remote-first within the United States, with a preference for candidates in Central or Eastern time zones. The Account Manager will act as the client's advocate within the company, feeding back insights to improve service for complex accounts.

Requirements

• 7 to 10 years in client-facing account management, strategic customer success, or senior relationship management, with a track record owning complex or enterprise accounts.
• Substantial experience in financial services, or strong, demonstrable working knowledge of wealth management, enterprise Registered Investment Advisor, trust company, or institutional firm dynamics.
• A real retention and expansion track record.
• Comfort and credibility in executive and C-suite conversations.
• Judgment to navigate governance, compliance, procurement, and fiduciary complexity.

Nice To Haves

• Direct experience working with banks, trust companies, or bank-affiliated advisory practices.
• Familiarity with the Salesforce ecosystem or wealthtech platforms.
• Experience orchestrating cross-functional teams on multi-stakeholder, project-managed engagements.
• Experience leading change management and driving platform adoption across multi-stakeholder organizations.

Responsibilities

• Owning retention, renewal, and growth across a defined book of complex network, wealth management, enterprise, and trust accounts, with retention as the priority.
• Building and sustaining trusted relationships with C-suite, principal, and executive stakeholders across the full client organization.
• Leading proactive, structured business reviews that connect Practifi's value to each client's broader strategy.
• Identifying and leading expansion opportunities across multi-entity and cross-firm relationships.
• Running enterprise-scale renewal and expansion conversations.
• Building account plans that map stakeholders, expansion surface area, and commercial milestones.
• Orchestrating Implementation, Product, and Support to deliver on account plans.
• Being the client's advocate inside Practifi, carrying what you learn back to Support, Implementation, and Product.

Benefits

• Base salary of $105,000 to $125,000, plus a performance-based variable component tied to client renewals and expansion opportunities.
• 20 days Paid Leave, 10 sick days, 3 personal days, and 3 volunteering days, all available from day one.
• $1,000 annual Learnbucks education stipend.
• A Practibuddy mentor from your first day.
• Bi-annual summits in Chicago.
• A remote-first culture built on trust.
• An active and human Slack community.
• Real work-life integration.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed