Enterprise Account Manager

Wealth.com
•$150,000 - $185,000

About The Position

Wealth.com is hiring an Enterprise Account Manager to own strategic enterprise relationships and drive client retention, expansion, and revenue growth. This commercially focused role involves serving as a strategic partner to senior client stakeholders, understanding their businesses and priorities, and identifying opportunities to increase the value and reach of Wealth.com's platform. The position requires executive presence, strong relationship management, commercial judgment, and the ability to navigate complex organizations. The Enterprise Account Manager owns a portfolio of accounts, develops strategic account plans, builds relationships at multiple levels, leads renewals and commercial discussions, and maintains accurate revenue forecasts and expansion pipelines. The role also works across internal teams to address client needs and contributes client and market insights to Wealth.com's product and commercial strategy. The successful candidate will support colleagues by sharing best practices and contributing to a collaborative Account Management team.

Requirements

  • Ability to quickly establish credibility with sophisticated enterprise clients and develop a deep understanding of their businesses, priorities, and organizations.
  • Strong executive presence and relationship management skills.
  • Sharp commercial instincts and the ability to navigate complex organizations.
  • Ability to independently own a portfolio, protect existing revenue, build a healthy expansion pipeline, and consistently deliver against commercial targets.
  • Ability to anticipate risks and opportunities before they surface.
  • Confidence in executive and commercial conversations, with a solution-oriented mindset.
  • Strong teamwork skills, including sharing effective approaches, helping others grow, and contributing to raising the bar across the Account Management team.

Responsibilities

  • Own a portfolio of strategic enterprise accounts and be accountable for retention, expansion, and quota attainment.
  • Build and execute strategic account plans identifying client priorities, whitespace, stakeholders, risks, and paths to revenue growth.
  • Develop multi-threaded relationships across client organizations, from day-to-day champions to senior executives and economic buyers.
  • Identify, develop, and close expansion opportunities by connecting client needs to Wealth.com's platform and solutions.
  • Own renewal and commercial conversations, including pricing, negotiation, procurement, and contracting.
  • Serve as a strategic advisor by understanding each client's business, operating model, priorities, and growth opportunities.
  • Lead executive business reviews and strategic conversations that demonstrate value, surface opportunities, and advance partnerships.
  • Monitor account health, adoption, engagement, and organizational dynamics to mitigate risk and identify growth opportunities.
  • Maintain an accurate revenue forecast and pipeline, including expansion opportunities, renewals, risks, decision-makers, and next steps.
  • Partner with Sales, Product, Marketing, Support, Compliance, and leadership to coordinate resources around strategic opportunities and client needs.
  • Represent the needs of the largest clients internally and translate client and market insights into opportunities to strengthen product and commercial strategy.
  • Identify repeatable strategies and best practices to strengthen enterprise retention and expansion.
  • Share best practices, help teammates grow, and contribute a collaborative, solution-oriented approach to the Account Management team.

Benefits

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