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Wealth.com is the leading estate planning platform serving over 1,000 wealth management firms. As an SMB Account Manager, you will be the primary point of contact for small to medium-sized clients throughout their lifecycle, driving adoption, engagement, expansion, and retention of the Wealth.com solution.
You will own the full account lifecycle including productive handoffs from sales, successful onboarding, adoption execution, periodic business reviews, expansion opportunities, and renewal motions. Key responsibilities include maintaining and growing client relationships, managing activities across multiple accounts to achieve renewal targets, collaborating with clients on goals and KPIs, and facilitating frequent touchpoint meetings.
You will work cross-functionally with Marketing, Sales, and Product teams to increase member advocacy and develop Account Management processes. You'll utilize Salesforce and ChurnZero to track account data, activities, and opportunities. The role requires strong organizational skills, attention to detail, and the ability to escalate and resolve client issues with speed and urgency.
The ideal candidate has 1-3+ years of proven SaaS software adoption and expansion experience with SMB accounts. You should be an entrepreneur at heart with a growth mindset, able to thrive in a fast-paced startup environment. Strong understanding of recurring revenue business models, customer journey mapping, and the ability to communicate technical concepts to non-technical stakeholders are essential. Experience managing relationships with financial institutions (Wirehouses, RIAs, Investment Companies, Trust Companies) is a bonus. Bachelor's degree or equivalent experience required.
