Advisory Enterprise Account Manager

eMoney Advisor, LLC

98d • $104,000 - $167,000

About The Position

As an Enterprise Account Manager, you will own the relationship with a set of eMoney’s top enterprise accounts. You will be responsible for driving revenue growth including upsell/cross-sell, client retention and customer success within the financial services sector by redefining how we engage with longstanding enterprise clients and introducing innovative, value-driven approaches to client experience. With top enterprise clients already in place, this role will focus on elevating their engagement by developing strategies that prioritize collaborative, solution-based partnerships. This role may be a great fit for you if you have financial services expertise, experience leading C-suite engagements, and a proven track record in transforming client relationships. This is a quota-driven role with targets for both retention along with upsell and cross-sell. If you're eager to bring fresh, strategic ideas that align with our culture and growth goals—and to build long-term, impactful client partnerships—this may be a perfect fit.

Requirements

• 8+ years in a quota-driven role in enterprise account management, sales, or customer success in B2B SaaS, preferably with at least 5 years serving the financial services industry.
• Degree in Business, Communications, or a related field.
• Proven track record of exceeding assigned quota.
• Periodic travel throughout the United States is required for this role.
• Demonstrated ability to build and maintain strong executive-level relationships.

Nice To Haves

• Strong ability to analyze data, derive insights, and make data-driven decisions.
• Advanced proficiency in forecasting, financial reporting, and using CRM tools.
• Excellent verbal and written communication skills.
• Ability to influence stakeholders, negotiate contracts, and present to executive audiences.
• Experience leading C-suite engagements.
• Experience with MEDDICC as a sales qualification methodology a strong plus.

Responsibilities

• Create tailored strategic account plans for eMoney's largest and most complex customers, ensuring alignment with customer goals and long-term objectives.
• Delivery of quarterly business reviews and oversee the negotiation of high-value, multi-year renewals, ensuring that the terms maximize the value eMoney delivers while maintaining strong customer relationships.
• Own efforts in assigned enterprise accounts to enhance customer retention through proactive relationship management, identifying opportunities for cross-sell and upsell, and driving adoption of new eMoney products and services.
• Partner with marketing, product, and customer support teams to ensure a seamless customer experience, driving product feedback and ensuring solutions meet customer needs.
• Track and analyze key performance metrics related to account performance, customer satisfaction including net promotor score, and revenue growth to inform strategy and decisions.
• Responsible for meeting and exceeding sales quotas and retention targets.

Benefits

• eMoney commission program
• retirement contributions
• health insurance
• sick leave
• parental leave
• paid time off

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Bachelor's degree
• Number of Employees: 501-1,000 employees