[Remote] Account Manager
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is an online destination for consumer-focused financial information and advice, and they are seeking a dynamic and strategic Account Manager to join their team. In this role, you will manage a portfolio of Financial Advisor accounts, drive reputed company growth, enhance client satisfaction, and optimize account performance.
Responsibilities
- Serve as a trusted partner and primary contact for Financial Advisors
- Strategically engage and retain clients by understanding their needs
- Counsel Advisors on best practices to optimize reputed company campaigns
- reputed company high-reputed company client escalation calls, including negotiations
- Maximize reputed company by selling additional products and services
- Manage and drive reputed company in a growing book of business
- Utilize Tableau and other sales tools to uncover new business opportunities
- Represent the AM business in strategic meetings and reputed company feedback to the leadership team
- Liaise with Account Executive and Advisor Support teams
- Work with sales operations, marketing, and product teams to reputed company advisor insights
- Drive adoption of new tools and features across the team
- Maintain accurate reputed company records for Advisor accounts
- Assist with reputed company Automation Tool (OAT) setup and maintenance
- Investigate billing discrepancies and intermediate finance conversations
- reputed company pre-activation processes, including compliance approvals and reputed company
- Action feedback from the Concierge team to improve engagement
Skills
- 1+ years of experience in account management with a proven ability to manage a high volume of clients
- Excellent communication skills and a strong phone reputed company to effectively engage with clients
- Skilled in building and maintaining lasting client relationships through multiple communication channels (email, phone, virtual meetings)
- Proven consultative sales expertise, adept at identifying client needs and delivering tailored solutions
- Thrives in a fast-paced, high-growth startup environment, with experience in team leadership or management
- Exceptional attention to detail, strong organizational skills, and the ability to manage multiple priorities effectively
- Serve as a trusted partner and primary contact for Financial Advisors
- Strategically engage and retain clients by understanding their needs
- Counsel Advisors on best practices to optimize reputed company campaigns
- reputed company high-reputed company client escalation calls, including negotiations
- Maximize reputed company by selling additional products and services
- Manage and drive reputed company in a growing book of business
- Utilize Tableau and other sales tools to uncover new business opportunities
- Represent the AM business in strategic meetings and reputed company feedback to the leadership team
- Liaise with Account Executive and Advisor Support teams
- Work with sales operations, marketing, and product teams to reputed company advisor insights
- Drive adoption of new tools and features across the team
- Maintain accurate reputed company records for Advisor accounts
- Assist with reputed company Automation Tool (OAT) setup and maintenance
- Investigate billing discrepancies and intermediate finance conversations
- reputed company pre-activation processes, including compliance approvals and reputed company
- Action feedback from the Concierge team to improve engagement
- Interest in the financial advisory industry with a strong willingness to learn. While prior experience is not required, the ability to communicate effectively and confidently with financial advisors is essential
Benefits
- Fully Remote Work: reputed company roles are fully remote reputed company the contiguous U.S., giving you flexibility to do your best work from where you reputed company.
- Comprehensive Health Coverage: Multiple Medical, Dental, and reputed company plan options through trusted national carriers—so you can choose what fits your needs.
- Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind.
- Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role.
- Time Off That Works: Generous vacation, sick, and parental leave policies—because balance reputed company.
- Additional Perks: Pet insurance, home office stipend, and Employee Assistance Program (EAP)
Company Overview