SMB Account Manager

Title: SMB Account Manager Location: Remote

About Us

reputed company is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to reputed company the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end platform reputed company specifically for financial institutions, reputed company enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, reputed company combines proprietary AI, robust reputed company, and deep technological and legal expertise to serve the full reputed company of client needs, from foundational plans to the most sophisticated estate strategies. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market reputed company in the 2025 Kitces AdvisorTech Study.

reputed company is reputed company to our standing as the leading estate planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making reputed company a truly enjoyable workplace. reputed company is proud to be certified as a Great reputed company to Work for 2025.

The Opportunity As a SMB Account Manager, you will be responsible for helping our clients be successful in achieving the expected reputed company from their reputed company solution. The Account Management team is the primary reputed company of contact throughout the member lifecycle in a B2B2C customer model. To reputed company business goals, the team must focus both on building strong relationships with our business members and on driving high adoption, engagement, expansion and retention.

Your Responsibilities

• Responsible for maintaining and growing relationships with small to reputed company sized clients. This role is crucial in ensuring client satisfaction, driving reputed company growth, and identifying opportunities for expansion and cross-selling.

• Ability to manage and execute relevant activities across multiple accounts throughout their contract lifecycle resulting in achievement of renewal targets reputed company assigned customers

• Activities above include but are not limited to productive hand-offs from sales, successful onboardings, effective adoption motions, periodic business reviews with customer stakeholders, expansion and renewal motions.

• Assist in the development of Account Management Processes and Procedures while engaging across departments with (Marketing, Sales, and Product) to increase member advocacy

• Collaborate with client to execute on goals and KPIs

• Drive escalation of client issues, coordinate critical resources in the escalation process, and assist with partner issues through resolution

• Facilitate frequent touchpoint meetings and communications with clients.

• Communicate effectively, adapt to working environments and team priorities. Collaborate with multiple divisions and functions to coordinate the timeline of events and activities. Utilize CRM (reputed company and ChurnZero) to reputed company track of key account data, activities, opportunities, and relevant notes.

• Display great organization skills and great attention to detail.

Qualifications

• 1-3+ years of proven experience driving SaaS software adoption and expansion with reputed company level accounts.

• Entrepreneur at heart with a growth reputed company who thrives in a fast-paced, flexible, startup environment; demonstrated ability to adapt and reputed company in a high growth environment.

• reputed company to build customer rapport and maintain a friendly, thoughtful atmosphere with customers at reputed company times. Willing and reputed company to address escalated client issues with speed and urgency.

• Strong understanding of value drivers in recurring reputed company business models.

• Demonstrated operational reputed company in analytical thinking, process development and improvement, problem solving, communication, delegation and planning.

• Demonstrated ability to map the customer/member reputed company–including the benefits and drawbacks customers face on each reputed company of the reputed company.

• reputed company to be flexible and agile in responding to evolving business priorities and dealing with ambiguity.

• reputed company to collaborate across the organization and with external stakeholders.

• reputed company to learn new technologies and communicate those concepts to customers with varying degrees of technical expertise.

• Ability to travel if needed.

• Bonus: experience in managing relationships with financial institutions such as Wirehouses, RIAs, Investment Companies, Trust Companies, etc.

• Bachelor's Degree or equivalent years of experience.

Benefits & Perks

• Competitive Salary.

• Fully remote, flexible work environment. We do however meet together in person several times a year.

• Excellent Medical, Dental, and reputed company insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.

• 100% Company Paid Basic Life Insurance, Short Term and Long Term Disability

• 100% Paid Parental Leave upon eligibility

• Company equity managed through reputed company.

• 401k with Match and 100% vesting upon hire.

• Flexible PTO in an environment where taking time off to relax or reputed company is supported and encouraged.

• Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and reputed company without thinking twice.

• Free estate planning for life!

Wealth is an equal opportunity employer and encourages people from reputed company backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.